Giving reasons for requests
After you have added products to your shopping cart (see Adding products to the shopping cart), you can give reasons for requesting them. A reason can help approvers make their approval decisions.
To give a reason for requesting a product from the shopping cart
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In the menu bar, click Request > My Requests.
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On the My requests page, click Shopping cart.
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On the My Shopping Cart page, click the product in the list whose request you want to justify.
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In the details pane, in the Reason field, enter your reason for requesting this product.
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Click Save.
Now you can add more products to your shopping cart, set additional options for products in the shopping cart, or submit the request.
To give a reason for requesting all products from the shopping cart
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In the menu bar, click Request > My Requests.
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On the My requests page, click Shopping cart.
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On the My Shopping Cart page, click Edit.
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In the details pane, in the Reason field, enter your reason for requesting these products.
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Click Save.
Now you can add more products to your shopping cart, set additional options for products in the shopping cart, or submit the request.
Related topics
Specifying departments for products in shopping cart
After you have added products to the shopping cart (see Adding products to the shopping cart), you can assign products to departments. This assignment can be used for billing purposes, for example.
To assign a department to a product in the shopping cart
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In the menu bar, click Request > My Requests.
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On the My requests page, click Shopping cart.
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On the My Shopping Cart page, in the list, click the product to which you want to assign a department.
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In the details pane, next to the Department field, click Assign.
TIP: If the product already has an department, click Change.
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In the Department dialog, click the department you want to assign to the product.
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On the My Shopping Cart page, click Save in the details pane.
Now you can add more products to your shopping cart, set additional options for products in the shopping cart, or submit the request.
Related topics
Checking the shopping cart and removing invalid products
When you send a request, it is automatically checked to see if it contains invalid products. You can also run this check before you submit the request. If necessary, you will be shown why specific product requests are invalid. You can then remove any invalid products from the shopping cart.
To check your shopping cart for invalid products
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In the menu bar, click Request > My Requests.
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On the My requests page, click Shopping cart.
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On the My Shopping Cart page, perform one of the following actions:
If invalid products are found, the Request cannot be submitted dialog opens.
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(Optional) In the Request cannot be submitted dialog, click OK.
On the My Shopping Cart page, in the Status column, symbols and information are shown about the invalid products.
Table 21: Checking status
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Request can be made. |
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Request violates a rule but can still be made.
This icon can also indicate that a mandatory product is missing. |
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Request cannot be made due to missing request permissions.
Or the product has already been assigned. |
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Advice |
If the request verification is still pending, a message is shown in the details pane. |
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In the list, click the invalid product.
In the details pane, the relevant message is displayed that gives you precise information about why you cannot request the product.
To remove all invalid products from the shopping cart
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In the menu bar, click Request > My Requests.
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On the My requests page, click the Shopping cart tile.
- On the My Shopping Cart page, perform one of the following actions:
If invalid products are found, the Request cannot be submitted dialog opens.
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In the Request cannot be submitted dialog, click OK.
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Click Actions > Delete invalid requests.
- In the Delete invalid requests dialog, confirm the prompt with Yes.
Related topics
Requesting products in the shopping cart for multiple identities
After you have added products to your shopping cart (see Adding products to the shopping cart), you can request the products in your shopping cart for other identities as well.
To request a product in the shopping cart for multiple identities
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In the menu bar, click Request > My Requests.
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On the My requests page, click Shopping cart.
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On the My Shopping Cart page, in the list, click the product that you want to request for other identities.
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In the details pane, click Actions > Request for multiple identities.
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In the Request for multiple identities dialog, click the identity you want to request the product for.
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Click Save.
Now you can add more products to your shopping cart, set additional options for products in the shopping cart, or submit the request.
Related topics
