Managing Depot Service Request
After you initiate a Depot Service Request, a Service Request item record is created along with associated Service Request Line Items for each added products immediately, even if the request is still in progress and not yet submitted. The Service Request object lists all Service Request Items, where you can edit the items that are still in progress and submit them. Also, you can delete Service Request Items that are no longer required.
However, once a depot and work plans are assigned to the products and the entitlement check is complete, you cannot edit the Service Request. At that point, the system automatically creates Work Orders for the applicable products, and further changes to the Service Request are not allowed.
The following topics are covered in this article:
Viewing Service Requests
To view Service Requests:
1. From the Home page, click the Service Requests object. The Service Requests page is displayed with the list of records. Each request initiated has unique Request Number.
2. Click the Request number. The Details tab is displayed.
3. Go to the Related tab to view the Service Request Line Items created for each added products in the request.
4. Under Service Request Line Items, click a Record Number to view the details.
Editing a Service Request
You can edit a Depot Service Request that is in progress, as long as the Depot and Work Plans are not yet added to the selected products.
To edit a Service Request:
1. In the Service Request, click the Edit Service Request under the Service Flow Wizard.
2. Modify the required details in the Your Information and Select Products steps. For more information, see Submitting Depot Request.
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You cannot edit the Service Request if the Status of the associated Service Request Line Items are set to Work Order Created.
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3. Click Submit Request.
Deleting a Service Request
To delete a Service Request:
1. From the Home page, click the Service Requests object.
2. Click the drop-down icon next to a Request Number and click Delete.