How To: Add Request Types for Purchase Requisitions in Asset Infinity

Before a Purchase Request/Requisition or a Service Request is created in Asset Infinity in order to procure any goods/services, the user would need to define the type of request that they are raising within the system in order to be able to manage it with more ease.

To add a request type in Asset Infinity, you typically need administrative access or permission to modify the settings. Here are the general steps to add a request type in Asset Infinity:

Menu > Purchase > Requisitions & Orders Settings > Request Type

An “Add a Request Type” window will appear. Select the Request Mode from the scroll-down menu in the “Request Mode” Tab.

Chose the category from the “Category” scroll-down menu. You can select multiple categories.

Fill in the other necessary and required details.

Navigate to the “Assignee Detail” and fill in the Default Assignee and Specific Location Assignee if you require special assignee for specific locations.

Once you have filled in all the necessary details click on the "Save" button to save your New Request Type. A green pop up will appear on the top right corner of the window showing it has been saved successfully.

Saved Request Type will now appear in the “Request Type List” just below the “Add a Request Type” form.

You can edit, view, and delete respective Request type from this Request Type List.

This is how you add and edit a request type in Asset Infinity.