Fulfilling a Request
2min
When fulfilling a request, you are transforming that request for an equipment type into a reservation for a specific equipment unit. In ELTON, creating a reservation for equipment prevents double-booking and ensures its unavailability during the reserved period. When the actual shipment date arrives, simply use the Convert to Loan button to convert the reservation into a formal Equipment Loan record. A reservation differs from the Request in that it has a specific piece of equipment selected (serial-no).
To fulfill a request:
- On the Equipment Request tab, select the equipment request you want to fulfill.
- Click the Fulfill button on the action bar. You will be redirected to the Fulfill page.
- Select the equipment unit for this request. Instead of manually searching a calendar, the system uses a smart search to find equipment available during the requested dates. To be available for fulfilling requests, equipment has to meet the following criteria:
- Active equipment: Equipment has to be set to active (usable).
- Assigned equipment: Only equipment that is assigned is considered.
- No conflicting reservations: The equipment cannot be reserved for other uses during the requested dates.
- No conflicting loans: The equipment cannot be loaned out during the requested dates.
- Optionally, you can assign a name to the reservation and a margin pad for before and after. To continue, click the Convert to Reservation button.
- You will be prompted to review equipment, requests, and reservation details, including the reservation start and end dates. if required, you can modify loan dates. You can also include a tracking number and reservation note for the loan.
- Click on the Reserve button to finish.
If the chosen equipment unit becomes unavailable, simply use the Unfulfill button to cancel the reservation and use Fulfill again to select another available piece of equipment.
- On the Equipment Request tab, select the equipment request you want to unfulfill.
- Click the Unfulfill button on the action bar.
- Review the fulfill details and click the Un-Fulfill button to finish.
Updated 01 Apr 2024
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