Item Requests Overview

The Item Requests table streamlines the request process for support cases, stock replenishments, or shipments. With this feature, the requester can:

Request items to address a Case record or problem at a customer site.

Manage a shipment address to send items, including non-inventory items, to a place registered as a warehouse in TIGA.

Replenish stocked items in the target warehouse.

Track requested items.

Initiate a shipment request for loaner and repaired products, and system swaps.

Item Request Table

The Process

Item Request Process and Status

Requesting/Returning Items

The field support engineer (FSE), production manager (PM), or sales team requests that items, parts, or instruments from a Formulatrix warehouse be sent to another Formulatrix warehouse or customer site. If any parts remain unused, the FSE can use the Item Request table to return the parts to the source warehouse. Upon submitting the request, TIGA automatically updates the record status to Submitted.
Processing Request

The “Exim” team coordinates with the “Warehouse” and “Packing” teams to prepare shipments for requested/returned items and manually updates the item request status to In Progress.
Receiving Items

Depending on the Item Request type, the “Warehouse” team or requester has to either receive the requested/returned items upon arrival or enter the shipment tracking number in TIGA to update the record status to Fulfilled.

Note

If the items are not fully received/returned, TIga updates the record status to Fulfilled (Partial).

Each Item Request type has a particular use case.

Type	Use Case
Field Service Parts Request	Replaces parts in the customer’s instruments. Note This type is linked to the Case table or Quote if the customer has a service contract. The FSE must perform the logging part replacements in TIGA immediately after using the parts.
Field Service Parts Return	Returns unused parts to a Formulatrix warehouse.
Field Service Warehouse Replenishment	Stocks/replenishes parts in a support warehouse. Note The production manager maintains stocked parts in the Support warehouses to assist the “Support” team. Read more about setting minimum stock quantities.
FSE Toolbox Request	Replenishes parts in the Field Support Engineer (FSE) toolbox; for example, cables, chips, or other consumable parts.
Engineering Request	Ships parts/instruments for engineering testing. Transferring items between warehouses for inspection or removing bad parts from the FUSA warehouse.
Non Inventory Request	Requests for items whose quantity is not tracked in TIGA item inventory system: for example, documents, boxes, or demo units.
Installed Product Shipment (loaner/return) for Repair	Manages the shipment of defective products for repair or maintenance. This involves sending a temporary replacement product while the unit is being repaired and managing the return of the repaired product.
Swap Request	Replaces a faulty system with a new unit. Note Once the request is processed, TIGA will automatically move the serial number of the replacement product to a new company or customer account to reflect the change in ownership or location of the product.

Item Request and Item Request Line Items Field Description

Each item request must have at least one line item. The requester needs to create an Item Request Line Items record to list the requested items. Read the following field descriptions in the Create New Item Requests and Create New Item Request Line Items windows to help you fill in the correct information.

Note

Non Inventory Requests, Installed Products Shipment (loaner/return) for Repair, and Swap Requests types do not require a line item.

Item Request

Field Name	Description
Type	Select available item request types.
Requester	Automatically display the record creator. This field is editable through the and buttons.
Status	Display the item request’s status as follows: Draft: It is the status of a newly created record. Submitted: The Item Request is submitted, and a notification email is sent to the “Exim” team. In Progress: The requested items are being prepared. Fulfilled: The items arrive in the Target Warehouse and are confirmed. Fulfilled (Partial): The items arrive in the Target Warehouse and are confirmed, but there are discrepancies between the received and requested items.
ID	Auto-generate unique numbers to indicate the record’s sequence.
Source Warehouse	Select warehouses to request items from.
Target Warehouse	Select destination warehouses.
Case # (Case will be added to related table (Cases))	Link a case for a Field Service Parts Request type. Note This field is only available for a Field Service Parts Request and Engineering type.
Quote #	Link a quote if the customer has a service contract. Note This field is only available for a Field Service Parts Request type.
Allow Partial Shipment	Select Yes if the requested items can be split into multiple shipments. Otherwise, select No. Important Selecting No may delay the shipment if some requested parts are unavailable.
Need to Arrive By	Select the expected arrival time.
Desired Pick Up	Select the preferred dates for the courier to collect the items.
Weight	Enter the package weight for shipment.
Dimension	Enter the detailed measurements of the package for shipment.
Request Notes	Enter additional information about the requested items.
Date Created	Display the record’s creation date.
Legacy SE#	Display information related to Service Estimates.
From	Select the sender account.
To	Select the receiver of the item.
Return Shipment	Checked if a return shipment is required. TIGA automatically generates a new item request record for the return process.
Contact	Link to a contact record. Filling in this field automatically generates the Recipient Information (For Returns, this is the “From” Info) section based on the customer’s information logged in the Accounts table.
Prior Request	Link to the previous item request record. Filling in this field automatically generates the Recipient Information (For Returns, this is the “From” Info) section based on the item request records logged in the Item Requests table.

Item Request Line Item

Field Name	Description
Item ID	Select the call number of an item.
Item Description	TIGA automatically displays information related to the item.
Quantity	Specify the amount of the requested items.
Is Partial Received	Display receipt information. This field is checked automatically if the Item Request status is updated to Fulfilled (Partial).
In Stock	The number of available parts in the selected warehouse.
Warehouse Name	The location of the selected items.
Item Inventories S#ID	The unique identifier assigned to each inventory item.

Tip

Inline help—providing specific information on required fields and their proper completion—is available in the Item Requests window. Hover over a field to display the corresponding inline help at the bottom of the window.

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