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Technician Inventory Request

This task creates an Inventory Request to transfer parts or supplies to technician warehouses and bins for items that have fallen below the desired minimum stocking levels in the technicians warehouse. This task saves technicians time by automatically creating inventory requests so that inventory employees can have the requested item(s) available for stocking the technicians warehouse. This task can run nightly or as desired. You can schedule it more/less often or run it manually. This task allows the creation of Inventory Requests that can be used in the Inventory Logistics Console.

General Task InformationGeneral Task Information

From the e-automate Tools menu, select E-agent to open the E-agent - Tasks window.

From the e-agent toolbar, click [New]. E-agent opens the new task window.

From the list, select Send e-info requested invoices.

Click [OK]. E-agent displays the task setup window.

In the Task name field, leave the default name or enter a new name for the task.

Note: All tasks must have a unique name. If you are using multiple tasks for a variety of reasons, each task must have its own, unique name. You can schedule all tasks at different intervals.

In the Task engine field, use the drop-down menu to select the task engine on which you want to run the task.

In the Task user field, use the drop-down menu to select the user under which e-agent is to run this task.

To make this task operational, check the Enabled checkbox.

Options TabOptions Tab

In the Days until required fulfillment of request field, enter the number of days until the inventory needs to be transferred to the technicians warehouse. This sets the Req. Date field on an Inventory Request.

In the Description to display on request field, enter a description for the inventory request or leave the default description.

In the Remarks to display on request field, enter a description for the inventory request or leave the default remarks.

Schedule TabSchedule Tab

You can choose to schedule the e-agent task so that it runs on an interval and/or you can run the task manually whenever you choose.

To manually run the task see the "Manually Running Tasks" section of the Task Functionality topic.

To schedule the task to run on a defined schedule, do the following:

Click the Schedule tab to bring it forward.

In the Recurrence pattern region, select Hourly, Daily, Weekly, Monthly, Last day of month, or No recurrence to indicate the frequency with which you want e-agent to process this task.

If you selected Weekly in the previous step, e-agent displays a Run on region with a checkbox for each day of the week. Check the box for each weekday on which you want e-agent to process this task.

In the Start recurrence field, enter (or use the drop-down calendar to select) the date and time you want this schedule to begin.

Note: This field is not available if you set Recurrence pattern to No recurrence.

In the End recurrence region, do one of the following:

Note: The options in this region are not available if you set Recurrence pattern to No recurrence.

To have e-agent process the task indefinitely using the specified Recurrence pattern, select No end date.

To have e-agent process the task only a specified number of times using the specified Recurrence pattern, do the following:

Select End after __ occurrences.

In the End after __ occurrences field, enter the number of occurrences.

To have e-agent process the task through a specified end date and time using the specified Recurrence pattern, do the following:

Select End by __.

In the End by __ field, enter the date and time by which processing of this task is to end.

Completing the TaskCompleting the Task

Click [OK] to save the task settings.