Creating a Request
- Go to the Equipment Requests tab and click on + New Equipment Request.
- A New Equipment Request window will pop up asking you to provide details for the request.
Field Name | Value |
Equipment Request Name | Equipment request's unique identifier that begins with the sequence EQRQ followed by a sequential number. It is automatically assigned and cannot be modified. |
Owner | Equipment request owner. |
Equipment Type (Required) | Equipment type associated with the request. |
Request Start Date (Required) | The date the request starts. |
Request Return Date (Required) | Estimated date for the request to end. |
Account / Contact / Opportunity / User (Required) | A request must be related to either an account, contact, opportunity, or user. |
Equipment Reservation | If a request is converted to a reservation this is the related equipment reservation cross-reference |
Equipment Order Line | Associated equipment order line. |
Request Note | A note related to the reservation request. Will be copied to reservation notes if the request is converted to a reservation. |
Tracking Number | Pass through tracking number such that if an Equipment Order has a tracking number then it copies to any request Data Interface records created such that the tracking number gets to any Equipment Reservations created from a request. |
3. To finish, click on the Save button or Save & New to create another request.