Investment Request - Characteristics specific to versions 2016 and earlier
Menu access
Transition > Investment Requests > Requests
Screens in the Investment Request form
TabUpdateRules_2016AndPriorVersions
Click to see the general principles for updating tabs.
Create a new item | Delete an item or association with a related item |
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Click |
Click |
Details tab
HyperlinkDocument
Attachments: Used to attach a list of documents to the current object and access the files.
example Error log or screenshots
- You can also access them in the Attachments tab.
ActionsHistory_2016AndPriorVersions
History of Actions: Information on successive actions performed to process the current object. They can be actions linked to a step in the workflow (e.g. incident processing), to a task (e.g. reminder for user), to a problem that enabled the solution of the object, actions modifying the target resolution date, e.g. modification of the SLA.
- (1) To display the complete form of an action, click
to open the form or click
to open a popup window.
- (2) To display the details of an action, e.g. Send Email, Assignment, Analysis & Resolution, click [+] in the Action cell.
- (3) To display the exact date on which the action was performed, roll your mouse over the Work Order cell.
- The target intervention date is displayed in the time zone of the logged-in user.
- To view the total intervention time and the delay for a completed object, open the form and select the Solution tab which shows a summary of all successive actions.
Color key for action rows
Color | Action type | Description | |
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Completed |
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In Progress |
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To Do |
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Contents of the table
The table can be customized using the options below.
- (1) Filter: Used to select the action types to be displayed. Note: The display mode is specific to each user, regardless of the workstation used, and it is retained after logout.
- Detailed View: No filter is applied to action types and all actions are displayed.
- Compact View: Only actions associated with an action type authorizing its display are visible. Generally, these are action types like Send Email.
- (2) Details: Note: The display is not retained after logout. The default choice is Hide All.
- [+] Display All: Used to display all details for all actions, e.g. Send Email, Assignment, Analysis & Resolution.
- [-] Hide All: Used to display only the row describing the actions, e.g. date, Support person, action type, duration.
Procedures
How to create an investment request in the catalog
Step 1: Create the request.
- You can select Transition > Investment Requests > New Request in the menu.
- You can also select Strategy > Investment Requests > New Request in the menu.
The list of configurations available in the catalog will appear.
Step 2: Select the relevant configuration.
1. (optional) Click the name of a configuration to display lower-level entries.
2. (optional) Click to display the details of an entry.
3. Click next to a configuration to add it to the request.
4. Specify the required information, e.g. location, urgency, recipient, etc.
5. (optional) Specify the other storage locations.
- Click [ MULTI-SITE MANAGEMENT ].
- Click
to add another location.
- Enter the quantity.
6. Click [ NEXT ].
One row is displayed for each item in the requested configuration and for each location if it is a multi-site request.
7. (optional) If required, make corrections to the contents of the request.
- Correct the quantities and the prices of items.
The Total Costs field will be updated.
- Click
to add a new item.
- The Designation column displays all equipment, software and consumables available in the respective catalogs.
- For a multi-site request, the Location columns displays all storage locations.
- Click
to delete an item.
Step 3: Generate the request.
- Click [ GENERATION OF A REQUEST ] and click [ FINISH ].
The request will be generated and sent to the Back Office.
How to process an investment request
Step 1: Place the order (Logistics step).
Note: This step may require a manager to approve the request first.
1. Select Transition or Strategy > Logistics > Logistics in the menu.
2. Select the rows in the request involving a single supplier.
3. Place the order.
- You can create a new order.
- Run the New Order wizard.
The items in the request will automatically be loaded. - (optional) If required, make corrections to the order.
- Correct the quantities and the prices.
- Click
to add a new item.
- Click
to delete an item in the order.
- Click [ SUMMARY ] and click [ GENERATE ORDER ]. Next, click [ FINISH ].
The order will be generated.
- Run the New Order wizard.
- You can also add the rows of your request to an existing open order.
- Run the Add to Open Order wizard.
- Search for the order you want using the search criteria proposed. By default, a list of orders with the same equipment, delivery location and analytical cost account is displayed.
- You should indicate whether you want to take the items of your request from the ones available in the order, or if you want to create a new order row.
Step 2: Receive the items ordered (Delivery step).
1. Select Transition or Strategy > Logistics > Pending Deliveries in the menu.
2. Select the view called P.O. Number and click the order you want.
The details of the order rows will appear.
3. Select the rows to be received and run the Delivery Reception wizard.
4. Specify the actual quantities delivered.
- Select the Balanced for Stock Shortage Supplier box if the supplier is unable to deliver all or part of the quantity ordered.
- Click
to add items that were delivered but not specified in the initial order.
5. (optional) Enter the bar codes for the delivered equipment:
Note: You can also enter them when assigning the equipment to a user in the Equipment form.
- You can enter them manually.
- Click [ ENTER THE REFERENCES ].
- Specify the bar codes of each item in Asset Tag.
- You can enter them automatically.
- Click [ GENERATE BAR CODES ].
- Indicate the root value (first characters of the bar code), the increment start value and the number of positions or characters after the root.
- Click [ GENERATE EQUIPMENT ].
6. Send an email to inform the Asset Manager about the new reception.
7. Click [ FINISH ].
The list of items pending delivery will be refreshed.
8. (optional) Run the wizard again and repeat the procedure for the following cases:
- Multi-site request: Specify the items received for each storage location in the request.
- Multi-supplier request: Indicate the items received for each supplier delivering the items requested.
- Partial delivery: Specify the items delivered during each new reception of the request.
Step 3: Perform budget allocation (Invoicing step).
1. Select Strategy > Invoices > Pending Invoices in the menu.
2. Select the view called P.O. Number and click the order you want.
The details of the order rows will appear.
3. Select the rows to be invoiced for a single supplier. Run the Invoice wizard.
4. Enter the information for the invoice.
- Deduct credit notes by entering a negative amount.
- Enter additional expenses.
- Click CATALOG REFERENCE for expenses defined in the common expenses catalog.
- Click [ SIMPLE DATA ENTRY ] to enter expenses that are not listed in the catalog.
5. Click [ RECALCULATE ] to refresh the total invoiced amount.
6. Click [ SAVE ].
The list of pending invoices will be refreshed.
7. (optional) Run the wizard again and repeat the procedure for the following case:
- Multi-supplier request: Indicate the items invoiced for each supplier delivering the items requested.