Item Batch New Item Request Options

Use the item batch new item request options to create new item requests or add to existing new item requests when importing items or structures.

Here are the options that appear for new item requests in the Edit Item Batch Options dialog box:

  • One per Item: create a single new item request for each item.
  • One per Item Class: create a single new item request for all the items in the item class. You can choose to split the items across multiple new item requests if you have many items in the same item class. For more information, see the section Limit the Number of Items in a New Item Request.
  • One per Item Batch: create a single new item request for each item batch.

    You can create a new 'new item request' or add to an existing one. You can choose to split the items across multiple new item requests if you have many items in the same item class. For more information, see the section Limit the Number of Items in a New Item Request.

  • One per Item Bundle: create a single new item request for each item bundle.

    Affected items will be added to the bundle specified in the import map. You must specify a mapping ID for the bundle in the import map. The resulting new item request will include only those items that are identified with the same bundle, which normally indicates a pack. Consequently, all items belonging to a pack will be included in a single new item request.

  • Add all items: select this to override any approval rules defined for creating items and add items to the item batch.

    For all new item request options, those items associated with rules that require approval for changes will be added to the new item request. If desired, you can specify to add all imported items to the new item request.

  • Create new: create new item requests to include items from the import.
  • Add to existing: add items to an existing new item request. You must enter the new item request number in the Number field.

If an item being imported as part of a new item request is later rejected, you can resubmit the item as part of an item batch, instead of having to create another new item request and move rejected item lines there one by one. After you resubmit the item in an import batch, its Approval Status field includes a link to the new item request that's created by that import.

Note: If you select the Cross-References Only option when creating an item batch, then new item request options are unavailable.

Limit the Number of Items in a New Item Request

If you're importing a large number of items to a single new item request, you can split the items across multiple new item requests. This feature is applicable when you select:

  • One per Item Batch and Create New or

  • One per Item Class and Create New.

You must then select Split automatically.

For example, if you set the limit to 50, and there are 70 items in total, the application automatically creates a new request and moves 20 items onto it.

If you don't split the new item request and if you exceed the maximum limit, then an error message appears.