Create Request And Approval in Fixed Equipment module
Last Created On Jul 14, 2023
148
0 0
Requested menu is used to create a request to allocate assets to an employee. Allocating requests can only be made with assets with Deployable status and Requestable marked
Create a Request
Step 1. Create approval process with Check-out ( optional). If there is no approval process, the allocation request is automatically approved and the asset is checked-out to the employee If there is an approval process, the allocation request must be approved before the asset can be checked-out to the employee
Step 2. Mark Requestable for assets that are required to be allocated
Step 3. Go to Requested menu -> click on the Add button
Step 4. In the New request popup, fill in the following detail 1. Enter the Title 2. Select the Assets 3. Select the Check-out for 4. Enter the Notes
Step 5. Click on the Submit button
Step 6. Approval Processing
==> Result:
Views:
148
Recent Articles
Convert to Invoice or Expense & Create I...
14
Service Appointment in Field Service
24
Work Orders in Field Service
21
Estimates in Field Service
21
Requests in Field Service
19
Popular Articles
Warehouse
2482
Item Settings
2003
Plaid environment & Setup Your Bank Acco...
1793
General Accounting Settings
1688
Mapping Setup
1569
Register
Due technical issue
Login
Forgot Password?
We Care about your privacy
Your experience on this site will be improved by allowing cookies.