Create New Item Requests

New item requests are created to define item information and its entities, including specifications, structures and packs, and relationships. In addition to being defined, the new item requests are also routed for approval.

Before you create a new item request, be sure to enable the item class for the new item request. Use the Manage Item Classes task to modify the item class.

Use one of the following to create the new item request.

Quick Submit: To quickly create the new item request by making use of prefilled item data. Here, you can't add the new item to an existing new item request.
Submit: To submit the item to an existing new item request or create a new one.
The item import process.

Additionally, a new item request is automatically created when the item lifecycle phase changes to preproduction or production through a change order. This is only applicable for items created in the Product Development work area and when the number generation method is Sequence-Generated.

Here's how you use Quick Submit:

In Item Management, click Create Item.
In the Create Item dialog:
- Select Create New.
- Be sure to select an item class that's enabled for new item request.
- Enter the item details and OK.
In the Create Item page, enter additional item details.
Click Quick Submit.

The new item request is created in the Open status.
Enter any additional information. Click Save.

Here's how you use Submit:

In Item Management, click Create Item.
In the Create Item dialog:
- Select Create New.
- Be sure to select an item class that's enabled for new item request.
- Enter the item details and OK.
In the Create Item page, enter additional item details.
Select Create New Item Request and click Next.
Enter the details of the new item request. Click Save and Edit.

The new item request is created in the Draft status.
Enter any additional information. Click Submit.

Here is a description of fields appearing on the Create New Item Request page:

Additional Information

You can add Descriptive flexfields as additional attributes for the new item request.

Need-by-Date

The date by which the new item request must be approved. This is mandatory to track new item requests which fail to meet the deadline. If the new item request isn't approved by this date, the details are appended to the Items Pending Approval infolet displayed in the Product Information Management work area.

Add Attachments

You can add attachments when you create a new item request. You can also edit attachment details and remove attachments from an open new item request.

Attachments include the following file types:

Files and folders from your desktop or a configured repository.
Text files generated during the attachment process.
URL links.

Note: New item requests support multiple items across different item classes. Each item can be routed to different assignees for definition, because the definition steps are defined at the item class level.

After you submit new item request, a request comment notification is normally sent to predefined assignees, but if Skip Request Comment is checked, request comment notifications aren't sent.

Bypass New Item Request for Configured Items

Configured items are automatically created when the end items are configured based on the model items in a sales order. These configured items should not be added to the new item request even if the item class is enabled for new item request. Such configured items aren’t relevant for the new item request process. Hence, configured items created based on model items that belong to an item class and mandates new item request are skipped. You can identify configured items based on the following attribute settings:

Autocreated Configuration – Set to Yes.
Structure Item Type – Set to Standard.
Base Model – Has a value and isn't null.