# Create an MRQ 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](#before-you-start) | | Open a new request or find a saved one | [Find an MRQ](#find-an-mrq) | | Identify the fields and commands | [Understand the MRQ screen](#understand-the-mrq-screen) | | Enter the request and save it | [Enter and save the MRQ](#enter-and-save-the-mrq) | | Choose the internal route or a saved-record command | [Handle MRQ variations](#handle-mrq-variations) | | Correct a message that stops saving | [When saving goes wrong](#when-saving-goes-wrong) | | Continue with products or history after saving | [Continue with the saved MRQ](#continue-with-the-saved-mrq) | | See the procurement chain around the MRQ | [Purchase job procurement chain](purchase-jobs-procurement-chain.md) | ## 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](#before-you-start). Steps 1. Open `/procurement/material-requisition/new`. 2. 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 1. Open `/procurement/material-requisition/list/view`. 2. 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** | 3. Select the saved request from the list. ![MRQ list headers and work tabs](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/5e74634cb7c605b4129c65112c298802.png) **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](#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](#find-an-mrq). - Have at least one requested product and its quantity ready. Steps 1. In **MRQ title**, enter the title for the request. 2. In **Required Receiving Date**, enter the date you need the material, on or after the date the MRQ was created. 3. 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 `0.01` for each requested product. | | Stock, project, or needs and extra requirements are needed | Select **Additional Requirements**, then enter a quantity of at least `0.01` for each additional requirement. | 4. Select **Save** to keep the MRQ open. 5. 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/` 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 1. 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 1. Open the saved MRQ at `/procurement/material-requisition/edit/`. 2. Continue product and additional-requirement work in [Complete an MRQ record](mrq-record-follow-up.md). 3. 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](mrq-record-follow-up.md) for saved-record product work. ## Related - [Purchase job procurement chain](purchase-jobs-procurement-chain.md). - [Complete an MRQ record](mrq-record-follow-up.md). - [Create a direct purchase order](create-direct-purchase-order.md).