You can define the actions information for a request type, which is useful for directing the users in taking actions upon the request type. For example, actions information such as absence for planning allows the user to obtain the overview of absence request type in the planning of a person for reference purpose before creating a request for the person.
The information in this document is based on product update 252.
Planning section
Absence
Select this check box to define a request of this type as an absence request. 
will be displayed next to the Person field in the request. When this check box is selected, the request is displayed in the personal planning and is indicated by the color selected at Color under the General tab. Furthermore, requests of this type will be displayed in the calendar of the person as an absence type.
Out of office
Select this check box to define a request of this type as an “Out of office” request. The person will be indicated as “Out of office” in the system during the start and end date or time after the request is approved. This is useful for requests such as vacation, or sick leave.
Note: If you select the Absence check box, it is advisable to select this check box too.
Person
Select this check box to allow requests of this type to be shown in the personal planning of the person. This can be viewed at HRM à Report à People à Search, click Show to search for a person, click on the corresponding person and Planning in the Monitor section. Different colors can be used to show different types of requests in the planning page.
Calendar
Select this check box to display 
next to the Person field in the request. Click this icon to display the calendar of the person.
Sales forecast
Select this check box to make the request of this type available in the sales forecast report. A request of this type helps in determining the organization’s expected revenues and lost deals. The sales forecast report can be accessed at Customers à Report à Financial à Forecast. For more information on the sales forecast report, see Overview of sales forecast.
Item
Select this check box to show the requests of this type in the item’s planning. This applies to requests that are linked to items with serial numbers. The request types with this option can be seen in the schedule for items and is useful in determining the availability of the item such as a company car or meeting room. The availability can be checked when creating a request at Workflow à Entry à Requests à Requests: New and is accessed by clicking the Planning icon at the Item field after selecting the item.
Note: The Item field must be available for this to function. For more information, see Creating and modifying request types – Fields tab.
Assets
Select this check box so that the assets of the person can be viewed when creating a request. This is done at Workflow à Entry à Requests à Requests: New and is accessed by clicking the Assets icon at the Person field after selecting the person.
Note: The Person field must be available for this to function. For more information, see Creating and modifying request types – Fields tab.
Stock
Select this to make the request of this type to be available in the planning overviews. There are three options which include:
This function is currently not available.
Return to work
Select this check box to link this request to the return to work request. A Return to work button will be available when viewing requests belonging to this request type. This allows people with rights to create return to work requests.
Service
Select this check box to define a request of this type as a service request.
Overdue section
Open
Type the number of hours for the request type to remain in the Open status. The request in the workflow exceeding the specified number of hours will be highlighted as overdue.
Approved
Type the number of hours for the request type to remain in the Approval status. The request in the workflow exceeding the specified number of hours will be highlighted as overdue.
Realized
Type the number of hours for the request type to remain in the Realized status. The request in the workflow exceeding the specified number of hours will be highlighted as overdue.
Total
Type the number of hours for the request type to be completed from the start until the end (from the Open until the Process status). The request in the workflow exceeding the specified number of hours will be highlighted as overdue.
Process section
Type
Select the relevant type of action to be carried out upon the processing of a request of this type. These include:
- Empty – Select this option so that no action is carried out.
- Sales order – Select this option to generate a request for a sales order.
- Purchase order – Select this option to generate a request for a purchase order.
- Invoice – Select this option to generate a request for an invoice.
- Transaction – Select this option to generate a financial entry.
- Internal use – Select this option to generate an internal use transaction that would be displayed in a back office application such as Exact Globe Next.
- Back office sales order – Select this option to generate a back office sales order.
Status: Before
Select the relevant option to define when additional financial information (such as VAT or Sales tax code) is generated before reaching this status. These include:
- Empty – Select this option so that no action is carried out.
- Open – Select this option to generate the selected type of transaction before the request of this type is being created.
- Approved – Select this option to generate the selected type of transaction before the request of this type is being approved.
- Processed – Select this option to generate the selected type of transaction before the request of this type is being processed.
- Realized – Select this option to generate the selected type transaction before the request of this type is being realized.
Status: After
This option is not in use since the selection does not influence the outcome of the request type.
Process – Financial section
G/L: Origin
Select the appropriate general ledger account where the cost or revenue transactions related to this request type should be recorded depending on the item specified in either the Item 1 or Item 2 field of the request. There can be one of four options available for this.
Offset G/L
Click to select an offset general ledger account. This is the ledger account that will hold the payments to be made or received. In most cases, this will either be the main accounts payable or accounts receivable ledger account.
Division: Origin
Select the required option to indicate which division the financial entry should be made to. Select Account to have the financial entry carried out to the division of the specified account or Person to have the financial entry carried out to the division of the specified person, both of which refer to the account or person in the request.
VAT
Select this check box to set whether VAT should be used in creating the financial entry. If this check box is selected, the user can select a VAT code in the processing phase, and an extra financial entry line will be created to record the VAT to be received or paid.
Type
Select the type of financial transaction the request type is associated with. This will influence the type of financial entry to be made. This will register the transactions for the appropriate financial reports.
Process – Service section
Type
Select the type of service activity, which is either Multiple activities or Single activity. The Multiple activities request type allows the service request to support multiple service activities whereby all the data are displayed in different tabs on the Service activity page. The Single activity request type supports only a single service activity whereby all the data are displayed on the service request level.
If Single activity is selected, the following fields will be automatically added under the Fields tab when the request type is saved.
- Account – This field is mandatory if the status of the service is Open, Approve, Realize, or Process.
- Activity (General)
- Activity (Configurations)
- Activity (Resource and Material)
Note: This field is enabled only if the Service check box under the Planning section is selected.
Division
Type or select a division for the service request type.
Activity type
Type or select an activity type for the service request type.
Entitlements section
Balance
Select the method of calculating absence balance for the person specified in the request. The available options are:
- Subtract – The absence balance of the person is reduced by the number of days entered in the request.
- Add – The absence balance of the person is increased by the number of days entered in the request.
- No – This request type does not affect the calculation of absence balance.
Buildup
Select the entitlements buildup calculation method for the person specified in the request. This information is used for automatic calculation of entitlements. The available methods are:
- None – The entitlements buildup will not be calculated.
- Monthly – The entitlements buildup for requests of this type is by month.
- Yearly – The entitlements buildup for requests of this type is by year.
Note: The Basis field must be defined when the Buildup field is defined.
Basis
Select the basis of the entitlements calculation when Monthly or Yearly is selected at the Buildup field. This option cannot be changed if there are existing entitlements, as based on this request type, defined on the HRM: Division Entitlements page at HRM à Setup à Schedules à Default work schedule (select the division and click Entitlements) or on the HRM: Person – Entitlements page (click Entitlement in the Monitor section of a personal card).
Define the relevant entitlements with the following options:
- Empty – This is the default option and is allowed only if Buildup is set to None.
- Fixed – The entitlements are granted to the person based on a fixed basis.
- Age – The entitlements are granted to the person based on the age of the person.
- Service year – The entitlements are granted to the person based on the number of years in service.
Increment factor
Select the increment factor of the entitlements. This field is functional only if Basis is defined.
Define the relevant increment factors with the following options:
- Empty – This is the default option and is allowed only if Buildup is set to None.
- Calendar year – The entitlements are added at the start of a calendar year, which is typically on 1 January.
- Anniversary – The entitlements are added on the anniversary of the employment date or the date the person joined the organization, irrespective of when the calendar year begins.