Processing item change requests

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The item change requests can be approved or returned by an inventory controller (IC) based on the eligibility of the item change request that was submitted. The processor can complete item change requests when the request is part of another ticket or when only an attachment needs to be saved. The processor is able to save these attachments directly from the request to the item.

Processing change requests

Inventory controllers (ICs) can process requests that are not yet processed by other ICs. After an IC processes a request, the IC is assigned as the reviewer of the request. The IC must have write access to the associated item in the change request to process the change request. Otherwise, the change request can be viewed by the IC.

The IC can process a change request from the All requests view:

  1. Click the CHANGE REQUESTS tab to view the Change requests grid. By default, the item change requests are displayed in a grid view.
  2. Select All requests from the Showing list.
  3. Double-click the row of the change request that you want to claim. The Items change request window is opened.
  4. Click Process to process the request. The item form view is displayed with only the item in the request.
Note: Where an item is conflicted, stale, or in workflow, the processor can't process the item change request.

Approving change requests

After the IC makes the requested changes to the item, they can approve and commit the item. The IC can complete an item change request when the action is part of another change, or only attachments need to be added to the item and no further action is necessary.

The IC can access and approve an item change request from the All requests view:

  1. Click CHANGE REQUESTS to view the Change requests grid. By default, the item change requests are displayed in the grid view.
  2. Select All requests from the Showing list.
  3. Double-click the row of the change request that you want to approve. The Items change request window is displayed.
  4. Click Go to item to display the item in the form view.
  5. Click Approve. Enter a comment that includes information about what was changed on the item or any differences between the requested changes and the changes that were made. The comment is displayed to the requester.

After the item is approved and committed, it will either be exported or enter the workflow, depending on the configuration of the system.

Returning change requests

When the IC cannot process an item change request for any reason, the IC can return the request to the requester. A request cannot be processed when information is missing, or further changes are needed. The IC can return a change request if it is not processed by someone else. The IC needs to first process the change request and then return it.

The IC can return an item change request from the All requests view.

  1. Click CHANGE REQUESTS to view the Change requests grid. By default, the item change requests are displayed in the grid view.
  2. Select All requests from the Showing list.
  3. Double-click the row of the change request that you want to return. The Items change request window is displayed.
  4. Click Return. Enter a comment with details of why the request was returned.

The requester is able to view the returned request in their My Requests view of the Change requests module. The requester can also cancel a returned request where necessary.

Re-creating a returned change request

A returned item change request cannot be modified. If the requester wants to modify the change request and resubmit it, the item change request must first be duplicated.

When a returned item change request is duplicated, a new item change request record is created.

The requester modifies the copy of the change request and then submits it for processing by the IC.

After a returned change request is duplicated, the original change request is no longer visible in the Change requests grid. Only the copy is visible initially in the created state. The duplicated request is processed as normal by the IC.

When a returned change request is no longer needed, it can be canceled by the originator of the request.

Tracking item change requests

Approved and exported

When an item change request is approved, committed, and immediately exported, the IC changes the status of the change request to indicate that it was approved. The requester can see the status of their approved requests in the My requests view of the Change requests module.

Rejected in workflow

If the item is rejected in workflow, the IC can choose to either edit the item, approve, and commit it again; or they can choose to return the change request.

The IC can add only one comment on a change request. Before the item is approved and enters workflow, the IC adds a comment in the item change request with the details of why it was approved. After the item is rejected in the workflow, the IC must edit that comment to explain why the request was returned.

Approved in workflow

After the item is approved in workflow and exported, the status of the change request changes to Approved. The requester can then see that their request was approved from the My requests view of the CHANGE REQUESTS module.