VISION ERP – Training Guide

331-Request Type – VSM                                                                                  Jul 18, 2018 revised on march 4th, 2020

 

 

Request Type

To create a request from NS, simply press “VSM New Request” found on the customer page. All of the above fields will be automatically filled.

 

  • If there any contracts available for the customer, a box will open with the list of contracts.  if any contract applies to the type of request being entered, click on it, otherwise close the box and proceed to complete the request.
  • The mandatory fields are heighted in blue and they are “Schedule Date”, “Request Type” (Delivery, Service, Installation, Removal, etc.), “Problem Description” (what we are going to deliver or repair and what customer concern is).
  • Choose “Request Type”.