Request

• Introduction
• 0:00:45 compare Requests with Email
• 0:02:30 Why the Request feature is important
• 0:03:15 Creating Requests
  • Creating records from almost any document
  • 0:06:00 Creating a Request from one of the Request windows
  • 0:07:15 Creating a Request via code or web services
• 0:09:45 Who gets notified when a Request gets created or updated. What gets linked.
  • Sales Rep and/or Role
  • 0:11:30 Linking documents to a request
  • 0:12:30 Adding additional users to see changes to Requests
  • 0:16:15 Adding notifications to Request Group and Request Category
• 0:13:15 How to customize the email sent from a Request update (Standard Response and Mail Template)
  • 0:15:30 using context to inject variables into your Mail Template
• 0:18:15 Setting a user's email notification setting (opting a user out of email notification)
• 0:20:15 Request Queue (Request window vs Request All window)
• 0:21:30 Establishing Queue-based workflows using Requests
  • 0:22:15 Example: setting up an accounting queue to review customer credit terms for urgent orders
• 0:25:00 How to close a Request
• 0:26:45 Request Window field-by-field
  • 0:28:00 Request Type (including Status Category)
  • 0:29:45 Request Group and Request Category
  • 0:30:45 Related Request
  • 0:31:15 Request Status and Request Resolution
  • 0:31:45 Request Priority
  • 0:32:00 Request Summary
  • 0:32:00 Request Invoice (is Invoiced)
  • 0:33:00 Request Escalation and Due Type
  • 0:34:45 Action Section
    • Sales Representative and Role
    • 0:35:30 Setting Product to invoice based on time and/or quantity logged
    • 0:36:15 Using the Update sub tab to see a history of Action section results
    • 0:37:15 Create invoice based on sum of Request->Update records
  • 0:38:00 History sub-tab
  • 0:38:30 ACTION - define Update Notification and Update Recipients
    • Update Notification - gives you the ability to add anyone as someone who will get notified for this Request. This is your ability to add ad-hoc  users.
    • Update Recipients - The list of all users who will receive notifications based on Sales Representative, Role, Request Type -> Notifications sub-tab, Request Group -> Notifications sub-tab, Request Category -> Notifications sub-tab, and Request -> Update Notifications sub-tab.
  • 0:39:30 User's history of request notification
• 0:40:30 Setup required for today's demonstration
• 0:41:30 Overall process to setup Requests
• 0:42:15 Interest Area
• 0:43:15 Request Processor - responsible for sending email updates (over due emails for example)
• 0:50:00 Creating metrics and Dashboards to track the health of your Requests
• 0:51:00 Gaurav's examples of using Requests
  • Customer Complaints,
  • Payment Approval
  • Employee Cash Advance for purchase
  • Setting Sales Representative based on Request Group (enhancement)

• Request Email Processor - how to get iDempiere to read emails and create Requests from them - including attachments.