In some scenarios, it may not be practical or necessary to assign a CapEx request number at the time of submission. Capexplan offers a setting that allows you to create and submit a CapEx request without requiring a request number.
1. Navigate to General Settings
- Go to the General Settings area of your Capexplan system.
- Within General Settings, select the Basic Settings tab.
2. Enable the Relevant Option
- Look for the setting labeled: Allow creation of CapEx without request number
- Check the box next to this option to enable it.
What Happens After Enabling
- The CapEx request number field becomes optional, not mandatory. You can still manually enter a request number if desired. If left blank, the request can still be submitted successfully.
When to Use This Feature
This feature is particularly useful when:
- Request numbers are assigned later in the approval process.
- Preliminary or draft requests need to be submitted without formal numbering.
- Your organization prefers manual or delayed numbering workflows.
