After a supply demand has been opened, it can be finalized or rejected, depending on the progress and the need for replenishment:
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Finished: the supply has already been sent and received by the customer, or is already in use. This procedure officially closes the process and prevents the corresponding alert from being reopened for the same situation.
Information
If an email rule with automatic demand closure is active for the relevant demand members, the system will automatically close open demands based on the expiration of supply alert rules. If an automatic completion rule is active for the relevant request members, the system will automatically close any type of demand. However, in the absence of configured rules, the demand must be terminated manually, as instructed below.
To follow the progress of the demand until it is finished (received or used by the customer), we recommend changing the status of the demand rather than finalizing it. Once finalized, the corresponding alert cannot be reopened.
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Refused: after analysis, the replenishment of the supply is no longer necessary.
Information
If a demand is rejected and the supply still meets the criteria for indicating that it is running low, the alert will be reactivated and returned to the Supplies > Supplies running low menu.
Who can use this feature
Users with the Admin or Demand planning permissions
Instructions
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Go to Supplies > Demand planning
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Select the desired demand
To finish the supply demand, follow the steps below:
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Click on the Finish button in the top right corner
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Enter a comment with information about finalizing the demand, if desired
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Click on the Finish button
When you have finished, you can view the record in two ways:
When the demand is finished, 1 item to be received will be converted to 1 item in stock.
To refuse the supply demand, follow the steps below:
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Click on the Refuse button in the top right-hand corner
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Enter a comment with information about the rejection of the demand, if you wish
Tip
We recommend flagging the reason for refusal for record purposes.
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Click on the Refuse button
When a demand is refused, 1 item to be received will be removed from the respective delivery location.
When refusing an open demand triggered by the supply running low alert rule, if the printer is still in need of replacement, the alert will be reactivated and you will return to the Supplies > Supplies running low menu, where you can request it again.