How To Create New Item Request?
Added: (Sat Mar 03 2018)
Pressbox (Press Release) -
When the business needs to introduce a new product, then multiple department people need to contribute knowledge towards the new product and the fusion PDH has an inbuilt feature to support the new product introduction and it is called as ‘New Item Request’. We should follow the workflow for this new item request.
Setups for creating a New Item Request:
Now we are going to see what are all the setups required. The below is the Item Class setup screen where the New item request option to be enabled.
From the below screen select particular item class and select the Item Management. If the checkbox for Enable new item request is not enabled then it will go to directly approved status. Otherwise, it will go to the workflow for approval.
Definition workflow details will describe who is the person will going to approve the workflow. For example, the below screen Karen.Curtis will have to access only one element ‘User-defined attributes’.
From the below screen search ‘%manage%approv’ in the task. This is will go to describe the approve workflow details. Select first option Manage Approve Group.
From the below screen select Manage Approval Groups task. On click of the task will navigate to another screen called BPM worklist page.
On click of the New Item Request, it will display the person who is going to approve in the workflow. As per the customer requirements, we can able to change the person who should approve. These are all the setups we should follow to create a new item request.
Create New Item Request:
From the below screen create own item class with new item request options. Select particular implementation project and type the keyword and search it %item%class%. Select go to task for the Manage Item Classes.
From the below screen create the New Item Class on click of a + button.
Here we have entered the name of the item class and details. And click the Save and Add Details button.
Once we have created item class, we have will get the below screen like below. And we should go to Item Management like on the item screen
The below screen we should enable the checkbox under the new item request section. Also, we should expand Definition Workflow Details, where we can add a person who is going to perform the setups on the item like item attributes or organization assignment or category assignment etc.,
Before we assign the Definition Workflow Details, we should give the security access to the person.
In definition workflow details section, we need to add the user who is going to perform the activity and the appropriate activity need to be associated with the user. Once we saved the Item Class we can create the item with New Item Request workflow.
While we create the item using the newly setup item class, the item status will be “Draft” and a Submit button will appear. After filling item information users need to save and submit the item for NIR to get initiated.
On click of Next button then, it will navigate to NIR page.
Here we should name of the NIR and scroll to right and select the Save and Edit button.
Here the New Item Request isNIR100057and we have to select the submit button.
Once we submit it. We should filter the relevant NIR over here. And we can able to see our NIR under the search results. And let me click on NIR link.
On click of Details link in this page, it will display the workflow. And on click of the pending approval (2nd option) we will be able to see the workflow details.
On click of the expand button, the page will display the pending actions and the person on whom the action is pending.
Once the respective persons complete the activity after seeing their notifications, the NIR will initiate the Approval workflow. After the Approving person approves the NIR then only the item will move to Approved status.