Code

Enter a code for the transaction request.

Description

Enter a name for the transaction request.

Transaction plan

Select the transaction plan the request should be linked to. Note that one or more requests can be linked to a transaction plan.

Actual start date

Enter the date as of which the requested space is needed.

Actual end date

Enter the date as of which the requested space is no longer needed.

Request date

Enter the date the request was submitted. This is not the creation date in Planon ProCenter but the actual date of the request.

Requested completion date

Enter the date the requested space should be available.

Requestor

Select the person that submitted the request from a pick list containing the persons registered in Personnel Management.

Department

Select the department that applies to the request from a pick list containing the departments registered in Planon ProCenter.

Cost center

Select the cost center that applies to the request from a pick list containing the cost centers registered in Planon ProCenter.

Contact from Personnel Management

Select a person from Personnel Management using the pick list.

External company involved

Select a contact from Contact Management using the pick list.

Property

Enter the property in which the requested space is located.

Rentable unit

Enter the rentable unit in which the requested space is located.