Best practice for REQ/RITM Requested For

[magee]

We're struggling with a pretty simple concept here.

Let's say Susie submits a request on behalf of 5 employees (Bob, Dave, Joe, Angela, Pam).

So 1 REQ with 5 RITMs

The REQ and the RITM both have a Requested For dictionary now. I don't think this was the case a few years ago.

Should the REQ Requested For be populated with Susie?

Should 5 REQs be generated (one for each user?)

Should each RITM Requested For be populated with the user getting the product service ? (ie: Bob, Dave, Joe, Angela, Pam)?

I was going to test this concept on my PDI but of course it's not responding.

[Dr Atul G- LNG]

Hi @magee 

As per my understanding, a user can raise a request only for 1 user ( Requested For) at a point. I am not sure where you see to raise 1 request for 5 users.

Also, it can be a good or bad case, if all 5 users belong to different managers then how system will decide?

[magee · Accepted solution]

My instance finally came up. I followed the scenario above where 1 user submitted 5 different RITMs under one REQ. Each RITM was for a different customer.

This could happen if an office manager needed to order software for 5 new employees. Makes sense to submit everything under 1 REQ rather than submit 5 different REQs.

Anyhoo, what I found was that the submitter (person with hands on keyboard) was the Requested For and Opened By on the REQ:

1. Impersonate a regular user (Abel Tutor)
2. Open a catalog item with requested for
3. Fill in the requested for variable w/ another user
4. Add to cart
5. Repeat steps 2-4 a few times using different users in step 3
6. Here is what the check out page looks like:
   
7. Going to the REQ, here is the Requested For:
   
8. The person who had hands on keyboard is the REQ Requested For and Opened By
9. If I go into the RITMs, here is what they look like:
   
10. So the RITM Requested For matches the variable and the Opened By will be the person w/ hands on keyboard
11. The REQ Requested For and Opened By is the person with hands on keyboard