Comments, files, and history on an MRQ

Use this page after an MRQ is saved to keep its discussion and supporting files together and to review the record's Last Modifications history.

Before you start

An MRQ is a material request that begins the procurement flow before later purchasing work. Use this page after the request is saved because the footer surfaces depend on a saved record.

Prerequisites

• Have a saved MRQ open.
• Have the discussion or file information you want to keep with that MRQ.
• Open the saved MRQ page and confirm that Branch, MRQ title, and Required Receiving Date are visible; MRQ title and Required Receiving Date are required.
• Expect the available surfaces to depend on the record and feature conditions. The file library appears inside the document popup, and the comment area is available only when its conditions are met.

Find and open the saved MRQ

The saved MRQ edit surface is the record page where you keep supporting information and review record activity.

Prerequisites

• Know which saved MRQ you need to review.

Steps

1. Open MRQs.
2. Select the saved MRQ.
3. Confirm that the record page shows the footer area with Last Modifications.

Result: The saved MRQ edit surface is open and ready for the follow-up work.

Understand the saved-MRQ surface

The saved-MRQ surface combines header information, requested-product rows, follow-up actions, and the history area in one record page.

The requested-products grid shows the product rows associated with the MRQ. Use the headers that are visible on your screen when you review a row. The page also shows procurement-stage choices and separate product areas for the request and its additional requirements.

When the history area is open, use Action users to narrow entries by user and Fields to narrow them by changed field. A Registration entry can be inspected when user logs exist. The file surface can also show Filter, Tags, Type, and Modified; the headers depend on the current file-list setup.

Keep supporting files with the MRQ

A supporting file is a document kept with the MRQ so the request and its related material remain together. After the document surface opens, it provides library, folder, upload, linking, review, download, rename, tag, and delete actions.

If you cannot find the document surface for the MRQ, use Libraries and files to open the independent file-library surface.

Prerequisites

• Have the file library open for the MRQ.
• Have the file, library name, folder name, or link information ready.

The file view determines which creation controls appear. New Library appears in the initial library view. New Folder and Upload appear after you are in a non-default library location.

Enter library details

Steps

1. Select New Library when you need a separate library for the MRQ's supporting documents.
2. Enter the library name in Library name.

Result: The new library form contains the library name you entered.

Enter folder details

Steps

1. Select New Folder when the current library needs another folder.
2. Enter the folder name in Folder name.

Result: The new folder form contains the folder name you entered.

Enter upload details

Steps

1. Select Upload to add one or more files.
2. Select Browse in the upload form.
3. Enter the document name in File Name.
4. Select a type in Links when the file needs a related record link.
5. Select Link target after the link type is chosen.
6. Enter file context in Comment when the upload form shows that field.

Result: The upload form contains the selected file and its entered file details.

The Link target field appears after a link type is selected. A file-name or library-name validation failure uses This Field Is Required. The file surface also owns the message Just '_'‘-''.' And '&' Characters Accepted; use the Libraries and files page for that file-library rule.

Result: The file library shows the supporting document or the selected file action's result.

Keep discussion with the MRQ

Discussion is the record conversation associated with the MRQ. When the Comments surface is available, it provides a rich-text entry area, comment search, replies, editing, sub-comments, and deletion confirmation.

If Comments is available in your record, use its discussion controls. The comment editor requires a loaded comment list and comment permission, and Search comments appears only when comment search is enabled.

Prerequisites

• Have the Comments surface available for the saved MRQ.
• For edit and delete actions, work with a comment you own.
• For a reply, work with a comment that is not your own and has reply access.

Steps

1. Enter the discussion in the rich-text comment area.

2. Select Post to add the discussion to the MRQ.

3. Enter text in Search comments when the search control is available to narrow the displayed comments.

4. Choose the action that matches the discussion you are maintaining.

   If you need to…	Action
   Reply to a comment	Select Reply, enter the response, and select Reply again when the comment is not yours and reply access is available.
   Edit your comment	Select Edit, change the text, and select Save.
   Expand replies	Select view sub comments when the comment has replies.
   Delete a comment	Select Delete for a comment you own. When Are you sure you want to delete this topic and all its content? appears, select Delete to confirm or Cancel to keep the comment.

Result: The MRQ discussion shows the comment, reply, edit, expanded replies, or deletion result that you selected.

Review Last Modifications

Last Modifications is the audit-history surface: it presents a chronological sequence of actions performed by users and includes a created-on entry.

Prerequisites

• Have a saved MRQ open.

Steps

1. Select Last Modifications in the footer.
2. Select Refresh to reload the history.
3. Choose users in Action users when you need to narrow the entries.
4. Choose fields in Fields when you need to narrow the entries by changed field.
5. Select a history row to open its available details.

Result: The history area shows the chronological activity available for the MRQ, including its created-on entry and any details opened from a history row.

When a follow-up action goes wrong

Use the exact message on screen to choose the correction. The following MRQ messages belong to record, product, or save validation:

The following messages belong to other pages:

Know what to do next

When you finish this follow-up, continue according to the work you need to do next:

Result: You know which page continues the work after the MRQ discussion, file, and history task.