Setting

Definition

Active

If checked, the item is active and will be available to be offered for selection by users on the Request Portal (subject to other defined constraints)

Requires approval when ordering through portal

If checked, the Request Portal will submit the request to the workflow that has been defined for handling approvals when the user completes the request.

Request type

Generic way to categorize requests.

Service Level

Supports setting up various Service Levels for different requests

Item Picture

Allows selecting a picture that will display in the Request Portal.

Tie this request item to a master product

Allows tying the request item to an item in the master product catalog.

This item corresponds to this type of asset

By selecting an asset class, the item is tied to that asset class.  This is used by IT budget roll-ups of actual purchases for assets that match this class.  If this setting is left blank and there is a tie to a master product, that tie will be used instead.

Tie this item to a Managed Software List (MSL) title

If selected, the catalog item will be tied to an existing MSL title.  The market and charge prices of the MSL title will override those of the request item as will the setting that requires the MSL title to be approved or not.

Primary Vendor

Defines the primary vendor to use to procure this catalog item

Vendor part number

Primary vendor's part number for ordering this catalog item

Vendor quote number

If the primary vendor has an open PO based on a quote, this is the quote number.

Description

Description of the item

Use this questionnaire for parameters

Allows assigning a questionnaire that will be used to gather sufficient information in order to fulfill the request.

Long Description

Long description of the item.  This will be displayed on the Request Portal.

Version(s) available

For software or similar items that are offered as specific versions.  This is also displayed on the Request Portal.

Release notes

General release notes for this item, also displayed on the Request Portal

On available to these entities

This area allows constraining the item to various business entitles (such as organizations, departments, and/or cost centers.  When constraints are defined, then the item will only be visible (and available) via the Request Portal if the user is entering the request for the included business entity.  (Assumes the user will be given an input on the Request Portal to first choose the business entity for which the request is being made)

Include this item in budgeting requests

This request catalog item will be visible to be tied to IT Budget line items via budgeting catch point screens and within the IT Budget screens.  If not checked, this item will not be visible for budgeting purposes.

Always charge this entity

Allows defining a business entity that will always be charged for any item defined has having a cost.  The default behavior is for the MIE to charge the entity for which the request was made.  This allows specifying an override to the default behavior.

NOTE: For an override to be accepted in multi-line requests, every item in the request must have the same override(s) specified.  If even one item has no, or different, override(s) specified, the entire request will be charged to the business entity(ies) as entered in the request itself.

Pricing

The amount that will be charged for this item (if any).  Enter 0 if there is no charge for this item.  The Request Portal will follow the SLMWhatToCharge setting when deciding to charge either the Charge price or the Market price.

Charge on this frequency

If a frequency is selected, then the price to charge will be interpreted as a "per <frequency>" charge and a total will be calculated based on a length of time over which the selected service will be rendered.

Credit this many periods up front

If a frequency is selected for charging, then this many periods will be credits (offered at no charge) starting at the beginning of the service.

Setup or non-recurring fee

If this value is non-zero, it will be added as a non-recurring fee to the current order

Text to describe non-recurring fee

This will show up on the line item with the non-recurring fee as a description.

GL account to credit

A general ledger account to credit

GL account to debit

A general ledger account to debit