Demand module
This module includes tables required for performing tasks related with demand registration and demand management in a company. The module provides preinstalled roles to control the process.
Demand table
The Demand (demand) table contains all demand records existing in the system. Each record refers to a certain cost center or fiscal period and has attributes which must be specified to plan the demand. In order to support the activity on meeting the demand, you can create Demand tasks and adjust their logic.
The table requires logic adjustments in accordance with your company workflow, for example, specifying choice options for the Reason field.
Demand form fields
| Field | Mandatory | Description |
|---|---|---|
| Caller | N | Add the current demand caller. |
| Company | N | Select a company. |
| Reason | N | Select the demand reason. |
| Subject | Y | Specify the demand subject. |
| Description | N | Provide necessary information for the current demand. |
| Category | N | Select a demand category. Available options:
|
| Cost center | N | Specify a cost center. |
| Fiscal period | N | Specify a fiscal period. |
| State | Y | Specify a demand state. Available options:
|
| Priority | N | Specify a demand priority. Available options:
By default, the priority value is set to Moderate. |
| Assignment group | N | Specify the group assigned to process the demand. |
| Assigned user | N | Specify the user assigned to process the demand. |
| Work notes | N | Specify additional information in this field. |
Related lists
Demand tasks is a list of tasks related to the current demand.
Approvals is a list of approval requests that also shows the state of requests and the names of approvers.
Create a demand
To create a demand record, complete the following steps:
- Navigate to the Demands (demand) table.
- Click New.
- Fill in all required fields and click Save. The task is saved in the Registered state.
- The assigned user must start work on the task, have it approved, and then complete.