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Key Attributes to Check for Accuracy Before you Submit

Qty

When you add an item to your MR, the default quantity is set to one (1). Be sure to double-check the quantity required to complete your scope of work and enter that value in the Qty field.

“Item”
=
Combination of:
Part, Color1, Color2, and Modifier

The “Item” you are requesting can be as simple as a single part. Or, it can be a combination of ‘Part’, ‘Color1’, ‘Color2', and ‘Modifier’ that all combine together to make the “Item”. As an example, the last item on the list above is a core of 11/16” Particle Board with Formica 6227-Amber Kashmire on face #1 and a White Liner on face #2. This line item uses ‘Part’, ‘Color1’, and 'Color2’ to make it unique.

Use of the ‘Modifier’ field should be limited to materials that are procured in the same fashion as raw lumber, or glass.

ExamplesSee examples above for proper use of the ‘Modifier’ field:

• Part = Glass, Tempered, 1/4”

• Flat Polish 4 Edges, Modifier =

• 36” x 18”

• Part =

• Natural Cork, 1/4”

• x 4' Wide, LF, Modifier =

• 12 Lineal Feet

UOM

Ensure the accuracy of your desired unit of measure for the item/material you are requesting. Items such as pulls might be ordered as ‘Each’, a set of drawer glides might be ordered by the ‘Pair’, and a single box of screws may contain 1,500.

Needed

It’s best practice to enter a ‘Needed’ by date. As an organization, you can determine if you want to require a need-by date, warn when submitting when there isn’t one, or not require a need-by date, at all.
This can be set in Settings->Options->Purchasing under the section MR Need By Date. Additionally, as in the example above, the need-by date can be automatically set by formula here as well.

Order By

The Order By date can be set to be calculated by formula. This can be set in Settings->Options->Purchasing under the section Calculate Dates.