Step By Step

Creation process

Sample request creation

Once all these fields are filled in, the user saves the request. If one field is missing the following error message will appear.

There are three types of Adress that can be selected and that will be displayed on the Page Layout and all the Emails related to Complaints:

Ship-to: Select a Ship-to account from the system and use the Ship-to adress
Contact: Select a Ship-to account and a Contact from the Ship-to adress
Manual: Don't select records from the system but use the fields on the right side of the group to manually enter the Adress information

Product selection
•When a sample request is created, the product field is mandatory. •As it is mandatory a dummy product for each GBU will be created in the product table in case the user does not find the right product or the product still does not exist. If the product selected is a dummy one, a text field is available to fill in the Product name. That product can be specified in details in the description field. •A sample request is linked to only one product (possibility to clone a sample request if multiple products are requested). •This product field can contain several levels of products depending on GBU. •All GBUs can chose to filter the lookup results on the level, name, description and so on in order to make the search easy and fast. •Once the Product is selected, the level above (parent) will appear in a separate field to have the product hierarchy.

Case Team
Now, you can manage your case team as for other cases Originator can give access to the to other people by adding him in the case team. => New Winter 17' Release

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