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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a phase part allocation

Create an allocation entry for a required part.

Before you begin

Role required: sn_rcl_claim_mgmt.recall_manager

Note: Phase part allocation can only be created for leaf phases.

Procedure

  1. Navigate to Workspaces > CSM/FSM Configurable Workspace > Lists > Recall Management > My Campaigns > Recall Campaign Phases.

  2. Select a leaf phase.

  3. Select Recall Phase Part Allocations.

  4. Select New.

  5. On the form, fill in the following fields.

    FieldDescription
    NumberRecall phase part allocation number that is automatically generated. The number starts with RCPHPA.
    Recall campaign part requirementPart required for the recall phase campaign.
    SourceCampaign part availability record.
    Quantity allocatedQuantity.
    Recall campaign phaseRecall campaign phase for which the recall phase part allocation is created.
  6. Select Save.