Requests: Create

Navigation Path: Main Menu > Requests > Create Request > Create for Customer (default) or Create for Supplier

Getting Started

New Requests can be created using any of these methods:

• Click Requests in the top navigation menu, then select Create Request from the dropdown
• From the View Requests page, click the CREATE button located in the top-right corner

Step-by-Step Process

1. Navigate to Requests in the top navigation menu
2. Click Create Request from the sub-nav menu, or click the CREATE button on the View Requests page
3. Choose your request type:
   • "Create for Customer" tab
     • Use this when the customer will be the primary reviewer
   • "Create for Supplier" tab
     • Use this when your company will handle the primary review
4. Complete all required fields (bolded fields)
   • Note, customer or supplier may both need to be selected for Requests Type to be accessible
5. Fill in optional fields as needed for your organization
6. Click the "CREATE" button to submit your request

After creation, you'll be taken to the individual requests page where you can view all details, add documents, review history, and track progress.

You will need the appropriate roles to create a request. View this article to understand the Request roles and view this article to find a setup administrator if you cannot apply the roles to your profile.

These Requests are shared between a supplier and customer and may be created by either party. Once a request is created, both supplier and customer will have instant access to see and track the contents/progress of the request.

Form Fields Reference

Customer/Reviewer Info

Customer Name
Required.  Account name of the Request's customer. Use the dropdown to search and select from available customers. When using "Create for Supplier," this field is auto-populated.

To Division
Required when visible. Division within the Customer, usually corresponding with a facility or location. This field will only appear if the customer has configured divisions in their Net-Inspect account. 

The selected division may need to match the customer's part record in order for the customer to open the record. A supplier user can select any To Division, while the customer user may only be able to select divisions that are aligned with their User ID and with the part record. 

Note: If the part record does not yet exist, then all options in the "To Division" field may be greyed out and unselectable; contact a site administrator for assistance with configuring the part record if this occurs.

Customer Representative
Required. Net-Inspect user(s) at the customer who will be responsible for the record. The selected user(s) will receive all request notification emails automatically. Click the "+" icon to add additional users.

When using "Create for Supplier", this field is automatically populated with the creating user's information.

Representative Email
Required when a representative is selected. Email address for the customer representative who will receive notifications related to this record. Click the "+" icon to add additional users.

When using "Create for Supplier", this field is automatically populated with the creating user's "Alert and Notification Email" from their profile.

Request Type

Request Type
Required. Defines the type of Requests record being created. Select from the dropdown list of available request types configured by your company or the customer. This can be changed after creation.

Both customer and supplier may need to be selected for this field to be accessible.

Part Info

Part Number
Required. Number corresponding with the part, often designated by the customer or OEM.

If your selected customer has enabled the "Part-Level Security" preference, then the Part Number that you enter must match a part record already set up by that customer. If no such record exists, then the Customer must create it before you can proceed.

If your company or the selected customer has enabled the "Part-Level Security" preference, then the Part Number that you enter must currently be active. If the part record has been removed (through the "Part & Feature Setup" page on the Quality Management menu), then you will receive an error upon attempting to create the Request. If the part was removed in error, then you may need to contact the customer for assistance with activating it again.

Part Name
Name of the part as shown on the drawing or in the model.

Part Revision
Optional. Latest revision corresponding with the part.

Program
Product group to which the request part belongs. May be optional, depending on your company's security settings.

If your program list is empty or is missing the program you need, then your account's administrator may need to align your User ID with programs.

When creating a request, take care to select a program to which both supplier and customer users will have access. Otherwise, one party may be unable to open the record. The Customer may need to create the program before it can be assigned to customer or supplier users.

Drawing Number
Optional. Number corresponding with the part as shown on the drawing/model applicable to the record.

Drawing Revision Level
Optional. Revision level corresponding with the drawing/model applicable to the record.

Supplier Info

Supplier Name
Required. Account name of the request's supplier. Supplier code can also be used to search within this field. When using "Create for Customer," this field may be auto-populated.

From Division
Required when visible. Division within the Supplier, usually corresponding with a facility or location. This field will only appear if the supplier has configured divisions in their Net-Inspect account. It may be necessary to enter a Part Number before selecting a From Division.

A customer user can select any From Division, while the supplier user may only be able to select divisions that are aligned with their User ID and with the part record.

Supplier Code
The supplier code(s) the customer has designated for the supplier. This field may auto-populate based on your supplier selection.

Supplier Representative
Optional. Net-Inspect user(s) at the supplier who will be responsible for the record. The selected user(s) will receive all request notification emails automatically. Click the "+" icon to add additional users.

When using "Create for Customer", this field is automatically populated with the creating user's information.

Representative Email
Required when a representative is selected. Email address for the supplier representative who will receive notifications related to this record. Click the "+" icon to add additional users.

When using "Create for Customer", this field is automatically populated with the creating user's "Alert and Notification Email" from their profile.

 

Common Issues & Quick Solutions

"Both Customer and Supplier company are missing a Requests module License.  Please contact your Requests admin."
Neither your company nor the other company selected are licensed to create Requests/ use the Requests module.  You or your setup admin can contact sales here for more information.

"Selected customer does not currently allow suppliers to initiate requests. Please contact the customer directly for more information."
Please contact a representative from your customer so they can create a Request on your behalf.

"Customer or Supplier company is missing one or more required Requests module configuration settings.  Please contact your Requests admin."
If creating a Request for a customer using their license: please contact your customer representative so they can finish their configuration setup.

If creating for a customer or supplier using your company's license: please contact your setup admin to finish configuration setup.

"An email is required for selected Customer or Supplier Representatives"
Please fill out the "Representative Email" section for any representative selected if it is not automatically populating from their profile "Alert and Notification Email".

"You do not have the User Role authorization necessary to view this page..."
You do not have the correct user roles to view a Requests page or perform a function within a Requests record.  Please contact your setup administrator to adjust your user roles.  The button "Find Setup Administrators" will automatically filter the user table for setup administrators or you can reference this article to do it yourself.  The setup admins can follow this article to adjust user roles and use this article if they are having issues logging in.

"User does not have access to perform this function"
You do not have the correct user roles to perform a function.  Please contact your setup administrator to adjust your user roles for the Requests module or associated modules (such as CAR if creating or linking a CAR).

"I cannot select any Programs or From Divisions"
If all programs and divisions are showing as unselectable/ unauthorized, please contact your setup administrator to ensure your profile has the proper alignments. There may be part-level security and customer settings involved so have your setup administrator confirm with the customer if problems persist.