# Complete an MRQ record ## 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](#understand-the-mrq-detail-surface) | | Add requested products or additional requirements | [Complete requested products and additional requirements](#complete-requested-products-and-additional-requirements) | | Save the changes and review the history | [Save the completed MRQ and review Last Modifications](#save-the-completed-mrq-and-review-last-modifications) | | Resolve a validation or save message | [Resolve validation and save errors](#resolve-validation-and-save-errors) | | Create the first request | [Create an MRQ](doc:create-mrq) | | Keep comments, files, and history with the MRQ | [Comments, files, and history on an MRQ](doc:mrq-comments-files-and-history) | | Continue with an RFQ | [Purchase job RFQs](doc:purchase-job-rfqs) | | Create a direct purchase order | [Create a direct purchase order](doc:create-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 1. 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. | ![Check the header fields, product columns, save controls, and Last Modifications surface.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/a716fb494b6b1a54ad266564dbd87f37.png) 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 1. Review the existing rows in the requested-product and additional-requirement grids. 2. Enter a quantity of at least `0.01` in each existing row's **Qty** cell. 3. Review the **Product** and **Unit** values in each existing row. 4. 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 1. 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** | 2. Select **Last Modifications**. 3. Review the chronological audit surface for the saved MRQ. ![Review the audit surface below the MRQ detail grids.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/46fa95bbfdceb7300c79f53dddf95aad.png) **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](doc:purchase-job-rfqs). | | Create a direct purchase order | `Direct PO`, then continue in [Create a direct purchase order](doc:create-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.