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Create, fill, and cancel component requests

Microsoft Dynamics Marketing manages component inventory via Component Requests:

  • Component Requests are similar to orders; users can make a request for a quantity of a component.

  • Users with Create Equipment/Component permissions can fill requests.

  • Filling requests reduces the quantity of the component inventory.

Create a new request

  1. Choose the New Request button.

  2. Enter the following information:

    Field

    Description

    ID

    Dynamics Marketing assigns a unique ID to each request.

    Need By Date

    Enter the date the Component is needed by.

    Select

    Select a Component category or leave the Selector blank to view all available components.

    Selecting a Component type limits the list of Components that are displayed in the Component pull-down menu that is below.

    Component

    Select a Component from the pull-down menu.

    Description

    Enter a description of the Component.

    Memo

    Enter additional information about the Component.

    # Requested

    Enter the quantity requested.

    # Actual

    Displays the quantity actually filled (provided to the requester). This entry is created by the Equipment Manager during fulfillment processing.

    Fill Date

    Displays the date the request was filled. This entry is created by the Equipment Manager during fulfillment processing.

    Company

    Select the company this request is for.

    Division

    Select the company this request is for.

    Event

    Select the event this request is for.

    Shipment

    Select the shipment that contains the request.

    Requested By

    Select the name of the person the request is for.

    Filled By

    Displays the name of the person who filled the request.

    Notes

    Dynamics Marketing users can attach notes to Component Requests.

    More information: Notes

Cancel a component requests

  1. Select the request you want to cancel.

  2. Choose the Delete button .

  3. Choose OK to cancel the request, or Cancel to return to the Components page.

Fill a component request

  1. Choose the request you want to fill.

  2. Choose the Fill button.

    Dynamics Marketing opens the Inventory Adjustment page.

Applies To

Dynamics Marketing