Requesting through a Reference User
You can use this option to request products, which have been assigned to the selected (reference user) employee on this date.
Products you cannot request are marked with a red cross in the product view.
- Open the Request menu.
- Select the item By reference user from Actions.
NOTE: The list of employees can be extended with more information. Click Additional columns and select the information you require from the dialog box.
- Select an employee from the list.
This lists requests, memberships and entitlements Depending on which requests this employee has triggered or in which hierarchical roles or company resources memberships exist or similar.
- Enable the item you want (multi-select is possible) and click Request or press Enter or Return respectively.
This shows your shopping cart. For more information, see Shopping Cart.
Making Requests for Other Recipient
You can make requests for other employee if you have sufficient permissions. For example, a department head has these permissions. You can only request products from shops where the employee is customer and for whom you are responsible.
You can see what products this recipient already has by clicking the Check requests for this recipient link for this recipient.
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NOTE: You can filter the list of recipients. For more information, see Filter. |
If there are people assigned to your area of responsibility, you can also use requests from the cart for another person.
To make a request for another recipient
- Open the menu Request and click next to Change next to Recipient.
NOTE: The list of employees can be extended with more information. Click Additional columns and select the information you require from the dialog box.
- Request the product you want for this employee.
Detailed information about this topic
Requests for Subidentities
Requests can be made for subidentities in the same way as for other recipients. If you are logged in to the Web Portal with your main identity, you can trigger a request for yourself and for your subidentities at the same time. If you are logged in with your subidentity, you can only make requests for the current subidentity.
To request a subidentity
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NOTE: You are logged in with your main identity in the Web Portal. |
- Open the menu Request and click next to Change next to Recipient.
NOTE: The list of employees can be extended with more information. Click Additional columns and select the information you require from the dialog box.
- Select a subidentity from the list.
- Request the desired product.
Request History
The request history provides you with an overview of denied, canceled or unsubscribed requests. You can also resubmit requests here.
To open the request history
- Open the menu Request | My Requests and click Request History.