Complete a saved MRQ record
An MRQ (Material Requisition) is a saved purchase request that carries the products and additional requirements needed for purchasing work. Additional requirements are extra product needs kept with the same request. Its Last Modifications surface is the record's audit history. Use this page to complete the request before continuing to an RFQ or direct purchase order.
| If you need to… | Go to |
|---|---|
| Check the detail fields and product grids | Understand the MRQ detail surface |
| Add requested products or additional requirements | Complete requested products and additional requirements |
| Save the changes and review the history | Save the completed MRQ and review Last Modifications |
| Resolve a validation or save message | Resolve validation and save errors |
| Create the first request | Create an MRQ |
| Keep comments, files, and history with the MRQ | Comments, files, and history on an MRQ |
| Continue with an RFQ | Purchase job RFQs |
| Create a direct purchase order | Create a direct purchase order |
Before you start
Prerequisites
| Have or know | Why it matters here |
|---|---|
| A saved MRQ | The saved-record edit surface and its audit history apply to an existing record. |
| The requested products and any additional requirements | These are the rows you review or add before saving. |
| The MRQ type | The Products and Additional Requirements controls are available for stock, project, and needs MRQs. |
| An editable record that is not displayed as a child | The add controls and save controls require this edit context. |
| Access to the subscribed feature | The add and save controls require the subscription feature to be included. |
The screen can contain saved field values and product rows when you open it. Work from those values first; do not add a duplicate row unless the record needs another product or requirement.
Result: You have a saved MRQ, its requested information, and the edit access needed for the follow-up work.
Find and open the saved MRQ
A saved MRQ is the existing material request you return to when its products or requirements need attention.
Prerequisites
- You know which saved MRQ to open.
- The record is not the first request you are creating.
Steps
- Open the saved MRQ you need.
Result: The saved MRQ edit surface is on screen.
Understand the MRQ detail surface
The detail surface puts the MRQ header above two product grids and places Last Modifications below them. Use the visible headers and labels to confirm that you are working on the saved request before changing a row.
| Area | What you can use there |
|---|---|
| Header | Branch, MRQ title, and Required Receiving Date. MRQ title and Required Receiving Date carry required markers. |
| Requested products | The Product, Unit, Qty, Purchasing, and Forecasted Receiving Date columns, plus the row number column #. |
| Additional Requirements | The Product, Unit, and Qty columns. |
| Record actions | Save, Save and Close, and Refresh. |
| History | Last Modifications, which displays the record's audit history. |
The requested-product grid is available when its product data is present. The quantity editor
accepts values from 0.01; for a project MRQ, the quantity editor is disabled. The Purchasing
and Forecasted Receiving Date columns do not apply to MRQs for needs.
Complete requested products and additional requirements
The requested-product grid lists products the MRQ asks purchasing to obtain; the Additional Requirements grid holds the extra rows for the same saved request.
Prerequisites
- The saved MRQ is not displayed as a child.
- The MRQ type is stock, project, or needs.
- You know the product, unit, and quantity for each row you need to add.
Steps
-
Review the existing rows in the requested-product and additional-requirement grids.
-
Enter a quantity of at least
0.01in each existing row's Qty cell. -
Review the Product and Unit values in each existing row.
-
Select the add control for the type of row you need.
If you need to add… Select A requested product Products An additional requirement Additional Requirements
If the request needs no further row, leave the existing rows in place and continue to saving. The product and unit must describe the same requested item; a correct number with the wrong unit can change what purchasing understands the request to mean.
Result: Existing rows have the quantities and product details you intend to save, or the appropriate add control has been selected for the next product-entry step.
Save the completed MRQ and review Last Modifications
Use the audit history after the MRQ is saved, so save the detail work before reviewing it.
Prerequisites
- The requested-product and additional-requirement rows are complete.
- The record is editable, is not displayed as a child, and has the required subscription access.
Steps
-
Choose how to save the changes.
If you need to… Select Keep the changes on the current page Save Commit the changes and leave the record Save and Close -
Select Last Modifications.
-
Review the chronological audit surface for the saved MRQ.
Result: The MRQ remains saved, and Last Modifications is available for reviewing its history.
Handle unavailable fields and record conditions
The detail surface changes with the record context. Use the conditions below to choose the next available action.
| If the record is… | Use this rule |
|---|---|
| A stock, project, or needs MRQ | Products and Additional Requirements are the add controls for this detail work. |
| Displayed as a child | The add controls and save actions are not available in the child display. |
| Your subscription does not include this feature | The add and save actions are not available. |
| Not editable | The save actions are not available. |
| A project MRQ | The Qty editor is disabled. |
| An MRQ for needs | Purchasing and Forecasted Receiving Date are not part of the requested-product columns. |
Some additional time-period fields, an advanced additional-requirement grid, and extra product columns do not form part of the usable surface described here. Use the fields and columns listed in the detail-surface table instead.
The page can show an Additional Requirements heading while its add option is unavailable in the
current configuration. If the page returns to Dashboard, reopen the saved MRQ before
continuing with the detail work.
Resolve validation and save errors
Use the message text you see to identify the correction. The messages below belong to the MRQ detail work; messages for files and product configuration belong with those features.
| Message | What to correct |
|---|---|
Package must have at least one item | Add at least one item to the package before saving. |
Cannot be deleted. Product is in purchasing | Keep the product in the MRQ; it is already in purchasing work. |
You cannot save without adding at least one product | Select Products and add a requested product before saving. |
One of products has no quantity | Enter a quantity of at least 0.01 in the affected Qty cell. |
Check mandatory field(s) | Review the fields with required markers, including MRQ title and Required Receiving Date. |
An error occurred while processing your request | Review the record and repeat the save action when the record is editable. |
Required Receiving Date is the required date field on this surface.
If the screen shows Required Receiving After, use the required date field identified as
Required Receiving Date on this surface.
Messages belonging to the linked features are not part of this MRQ correction table:
Your request was completed successfully and Just '_'‘-''.' And '&' Characters Accepted belong
to Files; Forbidden characters detected. Please remove them and try again.,
This product is already included in BOM, The first variant cannot be deleted,
An error occurred while connecting to your CRM system., and Please select one product belong
to Product configuration.
Result: You know which value or row to correct for each MRQ message before trying the save again.
Continue with purchasing work
After the saved MRQ detail work and history review, the record can continue into purchasing work.
| If you need to… | Select |
|---|---|
| Request supplier quotations | RFQ, then continue in Purchase job RFQs. |
| Create a direct purchase order | Direct PO, then continue in Create a direct purchase order. |
These actions are the handoff from the completed MRQ to the separate purchasing procedures.
Result: The saved MRQ is ready for the purchasing route you choose.
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