Setup & Configuration

The suggested setup order for the Service Desk application is as follows:

Configure Company Settings

See Company for further information.

SD Supplier / Inventory

If supplier and inventory information and pricing is to be used on requisitions, enable this setting.

SD Costing Providers

If requisitions require costing before approval, enable this setting and define the users who are able to Cost requisitions within the organisation. This setting will apply for all users unless overridden on individual user accounts.

Requisitions Approvers

If requisition approval is required, enable this setting and define the users who are able to Approve requisitions within the organisation. This setting will apply for all users unless overridden on individual user accounts.

Note: If requisition approval is disabled at Company level, then requisitions will not require approval unless subject to an Approval Process (except for users where requisition approval is enabled at User Account level)

Approval Process

See [Approval Process](approval_requisition_list.md)-->

If Approval Process is enabled then requisitions will be subject to additional levels of approval dependent on their value. If Requisition Approvers is also enabled then this process occurs after a user in the Requisitions Approvers list approves the requisition.

Requisition Fulfillers

If requisitions require fulfilment after approval, enable this setting and define the users who are able to fulfil requisitions within the organisation. This setting will apply for all users unless overridden on individual user accounts.

Configure User Settings

See Users for further information.

Costing Providers

If any users costing requirements that differ from the Company setting, then set them for the individual user accounts.

Requisitions Approvers

If any users have requisition approval requirements that differ from the Company setting, then set them for the individual user accounts.

Example: Bill and Holly are the requisition approvers for the Company. Therefore Bill and Holly both have the CEO, Rachael, set as their requisition approver. Rachael's requisitions do not normally require approval so she has requisition approval disabled.

Approval Process

This setting can be enabled or disabled for individual user accounts, which overrides the company setting.

Requisition Fulfillers

If any users fulfilment requirements that differ from the Company setting, then set them for the individual user accounts.

Name and Configure Dimensions

Decide if Dimensions are to be used to analyse Requisitions. See Application -> Setup & Configuration

Create or Upload Dimensions

See Dimensions for further information

Create Requisition Types

Create or Upload Suppliers, Inventory & Price Lists

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<!-- See Suppliers, Inventory & Price List