Material request (MR)

Open the Project form, select Material/Purchasing tab and MR sub-tab.

Create a material request (MR)

From scratch: Click Add New MR in left panel and enter a description.

From an existing MR template: Click Add New MR from Template and choose from the list of MR templates.

From a new MR template: go to > Create an MR Template

For a Project phase : Click Add New MR for Phase and select a phase from the list.

Create an MR template

Open the “MR Templates” form:

• Project form > Materials/Purchasing tab > MR sub-tab

  • left-click Add New MR from Template

  • right-click MR template list, select “Edit”

• Menu bar > Settings > Edit Templates > MR

Right-click in the “Select a Template” panel on the left and select “Add.”

Enter a description and click OK. Select the new template from the list.

In the “Edit Selected Template”:

• Add an item: right-click in the gray panel and select “Add.”

• Edit from a list: click on the blue underlined label.

• Edit a blank field: select a white field (active = yellow) and enter date or text.

All changes are stored automatically and will appear in MR template lists.

Add an existing part

Click the “Add Item” button and select from the parts list.

Go to > Add MR Item.

Add a new part

Click the “Add Item” button, right-click the parts list and select “Add New.”

“Select a Category” form

• Assign existing category: select a parts category from the list, or

• Create new category: right-click the category list and select “Add.”

“Add/Edit Part” window

• Enter description and edit part attributes as appropriate. Click OK.

Go to > Add MR Item.

Add MR Item

In the “Add MR Item” form, click the blue links to change them, and right-click a color to remove it.

Click OK to save the MR Item and add it to your MR.

You can edit most of the columns as desired. If a part is needed by a certain date, enter that in the “Needed” field.

Submit MR to purchasing

Check the “Sub.” box to submit the material request and change its status to “Submitted.”