Commercial Request for Service

The Commercial Request for Service frame allows you to create service requests for service orders in a similar way to the Part Request and Purchase Order functionality.

How to:

Create a new request

Enter a valid employee in the Technician field.
Enter a valid Unit/Dept/Comp value.
Enter or select a WO No.
Select Check Status or press Enter. The Existing Requests for i-frame populates the work order information.

Existing Request for i-frame

Enter a valid Job Code or right-click in the field to select one.
Note: The job must already exist on the work order.
Enter a valid Service code. The description of the type of service being performed populates automatically.
Enter a new Needed By Date, as applicable.
Enter a new Vendor, as applicable.
Note: This value depends on system flag 5452. If the flag values is set, the vendor populates automatically.
Status defaults to REQUEST.
Select the Note icon to add notes, as applicable.
Select Save.

After you create the request, approval may be required through the Commercial Request for Service Handling frame, or you can add it to a Service Order.

View status of request

Depending on the status of the request, you may be able to edit certain information.

Enter criteria of an existing request.
Select Check Status.
Select Clear to start a new search.

Notifications

COMMERCIAL REQUEST FOR SERVICE REQUIRES APPROVAL - This is configured on the Notification Manager frame. This notification triggers email notifications (when enabled) for Commercial Requests for Service, as applicable.

Role Maintenance

The Commercial Request for Service Approval Amount field must be configured on the Role Maintenance frame.

If the field is blank, no restrictions are needed to approve commercial requests for service.
If the field is entered as zero, all commercial request for services require an approval for this role.
If the field is entered as a dollar value, any commercial requests for service total exceeding the value will require approval.

This role works with the APPROVE SVC REQUEST AND APP OWN SVC REQUEST privileges.

System Flags

5001 - Adopting 3-char SYSTEM code/10-char JOB code? - This flag allows the user to define how they wish their job codes to display. If "Y", a 3-char system code is needed with the job code like 02-013-001. If "N" (the default), M5 utilizes the standard job code like 02-13-001.

5010 - Client Prefix Code - This system flag sets the Client Prefix Code, usually set by AssetWorks.

5395 - Restrict Technician Employee LOV Use Y/N? - If the value is set to N, the employee LOV will be accessible for all users within the Labor Time Card and Part Request Frame. If the value is set to Y, an employee that is configured in Employee Main to be a technician will not have the LOV available within the Employee field on the Labor Time Card or Part Request Frame. The default value will be N to preserve existing functionality.

5413 - Part Request Technician ID Source (E/A) - Default will be set to "E" to preserve existing functionality. If value is set to "E" then the employee number will be associated with Part Requests. If value is set to "A" then the application user ID will be associated with the Part Request.

5452 - Default Vendor on Commercial Requests for Service - Enter a default vendor for approved commercial requests for service. If a vendor is entered, all approved commercial requests for service vendors will be defaulted with this vendor in the vendor column of Commercial Request for Service Handling screen.