Open Button

The open button is used to load previously saved stock requests or templates that have been created to repeat a regularly performed stock request. To access previously saved information click on the Open button to load the following screen.

·    Saved Requests

The Saved Requests tab contains all previously saved Stock Requests which have been created but not submitted for authorization.

To load a previously saved stock request highlight the stock request you would like to review and click on the View button or click on the Ok button if you would like to load the stock request into the data entry grid.

If there are a number of different transactions that have been saved under the saved stock request screen then you can locate the transaction you are looking for by typing in the transaction number of the saved stock request if you know what it is.

·    Templates

A Stock Request may also be saved as a template. Templates may be custom designed to serve the need of a very specific and recurring Stock Request.

Once a Stock Request has been submitted, it is not available as a Saved Request anymore. The submitted Stock Request now moves to a pending status in the events manager of a person with a higher authorization level or it will be approved immediately if you have an authorization level high enough to approve the stock request.