VaultExplorer_Dlg-Plugins_PartRequests_Wpf_PartRequestPropertiesViewNew Part Request_AD

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The New Part Request dialog
The New Part Request dialog

Summary

The New Part Request dialog is used to send a request to a member of a librarian-nominated role for one or more parts to be created using the legacy Part Requests feature. You can supply as much key information as possible to support your request (manufacturer and part number(s), description(s), any relevant datasheet (PDF or URL), etc.).

To learn more about the legacy Part Requests feature, see Legacy Part Requests.

Access

The dialog is accessed from the Folders tab of the Explorer panel, when the Part requests folder is selected, or from the panel's Search tab by clicking the Submit Request button then choosing New Request from the available selections in the drop-down menu.

The dialog can be accessed only when connected to a NEXUS Server Workspace which has use of the Legacy Part Request feature enabled. To do so, enable the Legacy Part Requests Active option, on the Admin – Settings – Vault – Legacy Part Requests page of the Workspace's browser interface.

The dialog is accessed from the Folders tab of the Explorer panel, when the Part requests folder is selected, or from the panel's Search tab by clicking the Submit Request button then choosing New Request (Legacy) from the available selections in the drop-down menu.

Be sure to use the New Request (Legacy) command, if you're wanting to request a part using the legacy part request functionality. Entries in the menu that do not have the (Legacy) suffix are activated process definitions that are part of the Part Requests theme, and based on process workflow technology.
On the Search tab, the Submit Request button is accessible only if, when searching for a particular component, no results are found.

Options/Controls

  • Manufacturer – this is a mandatory field to indicate to the librarian who actually makes the part.
  • Manufacturer Part Numbers – this is a mandatory field indicating to the librarian the specific part number(s) of the parts you need them to make. Multiple part numbers must be separated by a comma (,).

    The Manufacturer and Manufacturer Part Numbers fields are the two key pieces of information with which the assigned librarian can find the correct part(s) being requested. Hence the reason they are the only two mandatory fields. All other information is a bonus and/or allows your input on what certain attributes of the component should be (for example parameters, and component type).
  • Description – this field can be used to give a rich description of the part (typically taken from the manufacturer datasheet).
  • Request Id – an ID is automatically generated with, and assigned to, the request, enabling users to easily track the request's progress.
  • Required To Date – use this field to specify the date by which you need the component(s) to be ready. Either type the date directly (in the format dd/mm/yyyy) or click the button to the right to access a pop-up calendar window, with which to specify the required date.
  • State – this read-only field is used to specify the status of the request. The default state for a new request is New.
    While there are five default states in which a request can find itself, you are free to customize these states, or add more, to suit company requirements. This can be done through the Workspace's browser interface.
  • Assignee – this field shows which librarian is currently working on the request. The drop-down field lists all Workspace members who are part of the nominated Librarian role(s), the latter of which is nominated through the relevant admin page of the Workspace's browser interface.

    This field should typically be left unspecified, unless a librarian is creating the request and knows who should work on the part from the outset. Initially, all librarians will see the request, and then one can step forward to assign the request to themselves. Librarians can also pass the request between each other, for example, if another has a little additional bandwidth to accommodate the request.
  • Component Type – this field can be used to specify the type of component being requested. The drop-down list will include all types currently defined on the Data Management – Component Types page of the Preferences dialog.
  • Attachments – this area can be used to attach any useful files related to the requested part. For example a PDF datasheet, an image, or a document. Click the button to locate the file(s) through a standard dialog.

    Files of any format can be attached and can be up to 2GB in size.
  • Part List – use this area to specify any existing component(s) in the Workspace, which you have created as temporary stub components. Click the button and browse for the required component accordingly. The librarian can then run with this to fulfil the request. If no stub part exists, the librarian will simply create a new component in the Workspace, along with requisite domain models (if they do not already exist).
  • Parameters – this area can be used to add a set of specific parameters required for the part(s). Click the button and use the subsequent fields to provide a name and value for the parameter. If no parameters are specified, the librarian will likely fall back to addition of the parameters in a related datasheet for that part, in accordance with organizational policy.
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