An MRQ is a material requisition record for entering a request into the procurement chain. Use this page when you need to raise a new request or find one that is already saved.
| If you need to… | Go to |
|---|---|
| Prepare the request and confirm access | Before you start |
| Open a new request or find a saved one | Find an MRQ |
| Identify the fields and commands | Understand the MRQ screen |
| Enter the request and save it | Enter and save the MRQ |
| Choose the internal route or a saved-record command | Handle MRQ variations |
| Correct a message that stops saving | When saving goes wrong |
| Continue with products or history after saving | Continue with the saved MRQ |
| See the procurement chain around the MRQ | Purchase job procurement chain |
Before you start
An MRQ starts procurement work that can continue through a request for quotation, a purchase quotation, and a purchase order.
Prerequisites
| Have or know | Why it matters |
|---|---|
| The request title and required receiving date | Complete both fields before saving. |
| The request's products and quantities | The save checks that at least one requested product exists and that its quantity is valid. |
| Access to the MRQ feature and permission to edit | Save and Save and Close appear only when editing is allowed and the feature is included. |
| A saved MRQ with no unsaved changes | RFQ and Direct PO are available only from a saved record when purchase permission is available and there are no unsaved changes. |
Find an MRQ
The MRQ list is where you locate existing requests; the new route is where you begin a request that does not yet exist.
Open a new MRQ
Prerequisites
- Have the request information listed in Before you start.
Steps
- Open
/procurement/material-requisition/new. - Look for MRQ title, Required Receiving Date, and Save on the form.
Result: The new MRQ form is open.
Find a saved MRQ
Prerequisites
- Know that the request has already been saved.
Steps
- Open
/procurement/material-requisition/list/view. - Select the tab that matches the work you need to locate.
| If you need to… | Select |
|---|---|
| See every listed MRQ | All |
| Work with requests for quotation | RFQs |
| Work with quotations | Quotations |
| Work with purchase orders | POs |
| Find archived requests | Archived |
| Find products that need ordering | Products To Order |
- Select the saved request from the list.
Result: The selected MRQ opens for review or follow-up.
Understand the MRQ screen
The MRQ screen has a request header for identification and receiving timing, followed by supplier and shipping choices.
| Area | What you use it for | Rule or availability |
|---|---|---|
| Branch | View the branch associated with the request | Read-only |
| MRQ title | Enter the request title | Required |
| Required Receiving Date | Enter the date by which you need the material | Required |
| Drop shipping | Mark an internal request for drop shipping | Available on the internal-new route |
| Short Vendors List | Select one or more suppliers | Available |
| Limit to short vendors list | Restrict handling to the selected supplier list | Disabled when no recommended suppliers exist |
The request also provides Products and Additional Requirements when the MRQ type is stock, project, or needs. These commands are available on the main request rather than when the request is displayed as a child.
The list headers shown in Find an MRQ are MRQ no., MRQ type, Title,
Required receiving date, Sales, and Short vendor list. The list shows the headers provided by
its selected layout. Use Refresh, Table Layout, and Settings when those controls are
available.
Enter and save the MRQ
Enter the request's identifying information and receiving date before committing the MRQ.
Prerequisites
- Open a new MRQ as described in Find an MRQ.
- Have at least one requested product and its quantity ready.
Steps
-
In MRQ title, enter the title for the request.
-
In Required Receiving Date, enter the date you need the material, on or after the date the MRQ was created.
-
Add the request details that apply to the MRQ type.
If the MRQ type is… Do this Stock, project, or needs Select Products, then enter a quantity of at least 0.01for each requested product.Stock, project, or needs and extra requirements are needed Select Additional Requirements, then enter a quantity of at least 0.01for each additional requirement. -
Select Save to keep the MRQ open.
-
Select Save and Close to save the MRQ and leave the page.
After a successful new save, the application navigates to /procurement/material-requisition/edit/<ID>
and displays Saved Successfully.
Result: The MRQ is saved, and the saved-record route is available for follow-up.
Handle MRQ variations
The internal route adds a shipping choice, while saved-record commands appear only after the request has an identifier and no unsaved changes.
Prerequisites
- For the internal variation, open
/procurement/material-requisition/for-internal/new. - For saved-record commands, open a saved MRQ with no unsaved changes.
Steps
-
Choose the route or command that matches your work.
If you need to… Use Create an internal request with drop shipping Select Drop shipping on /procurement/material-requisition/for-internal/new.Continue to a request for quotation from a saved MRQ Select RFQ. Continue to a direct purchase order from a saved MRQ Select Direct PO. Begin a direct-order action from the MRQ list If Direct P.O. is available, select Direct P.O..
Result: The selected procurement route opens when its permission and record conditions are met.
After you select + RFQ, a new Purchasing MRQ-context entry opens instead of an Add New RFQ
dialog.
When saving goes wrong
Use the message on screen to correct the specific part of the request that stopped the operation.
| Message | What to do |
|---|---|
Check mandatory field(s) | Complete MRQ title and Required Receiving Date, then select Save again. |
You cannot save without adding at least one product | Add a requested product through Products, then save again. |
One of products has no quantity | Enter a quantity of at least 0.01 for every requested product. |
Package must have at least one item | Keep at least one request item before trying the operation again. |
An error occurred while processing your request | Retry the operation after checking the request data. |
Saving Error | Retry the new-record save after checking the required fields and products. |
Updating Error | Retry the saved-record update after checking the request data. |
Loading error | Reload the MRQ and try again. |
Required Receiving After | This field is not active on this form. |
Updated Successfully | The saved-record update completed. |
Deleted Successfully | The product deletion completed. |
Continue with the saved MRQ
A saved MRQ is the starting point for maintaining its requested products, additional requirements, and recorded changes.
Steps
- Open the saved MRQ at
/procurement/material-requisition/edit/<ID>. - Continue product and additional-requirement work in Complete an MRQ record.
- Review Last Modifications on the saved MRQ when you need its recorded changes.
Result: The saved MRQ is ready for follow-up procurement work.
Out of scope
The message Cannot be deleted. Product is in purchasing belongs to product maintenance on a saved
MRQ, not to creating the MRQ. Continue with Complete an MRQ record for
saved-record product work.
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