Request Financial Integration

To select options regarding financial integration for the Requests module, complete the following steps:

  1. Click on the Financial Integration tab.
  2. Select Work Requests from the drop-down menu in the dialog box.
  3. Click on the module toolbar to enter Edit Mode.
  4. Right click on an option and select Edit. Depending on which option you select, you will receive a dialog box similar to the one below:

    Request Parcel

  5. Enter a "Y" for yes if you want to select that option, OR enter an "N" for no if you do not want to use that option.
  6. Click Button OK.
  7. Click to save the changes.

See Also

Work Options

WO Number Format

WO Tracking Options

WO General Options

WO Parts Integration

WO Financial Integration

Request Number Format

Request Tracking Options

Request General Options

Request Parts Integration

Advanced Options