Create or update a TMR from an MR

Create or update a Technical Material Requisition (TMR) based on the related Material Requisition (MR). In the s50016 Technical Material Requisition screen, ensure the internal status of the TMR is Create/Change and the TMR is linked to an MR number. If the TMR is issued, then the system raises another revision of the TMR to make updates.

When you create or update a TMR using the Create/Update TMR functionality, the creation method for the TMR is MTO/Part list. If the TMR is issued, then a new revision is raised. Any working surplus and contingency settings set up for the project in the s40002 Working Surplus Contingency screen and the s22060 Engineering Material Control screen are applied to the TMR items.

Before you begin, ensure you create an MR filter. For more information, see Create an MR filter.

1. Navigate to the s40001 Requisition Register screen.

2. In the Current Project control block, from the Project dropdown, select the ID of the required project.

3. To refresh the screen, select the F5 key.

4. In the MR Numbers grid, select a row.

5. On the s40001 menu, in the MR Setup group, from the Create/Update TMR dropdown, select Create/Update TMR.

   A pop-up window appears.

6. Select Ok.

7. Perform one of the following:

   • If the TMR is issued, a pop-up window appears, select Raise TMR Revision.

   • If the TMR is not issued, a pop-up window appears, select Continue Updating TMR.

   The d0105 Create/Update TMR dialog appears.

8. In the Content section, from the Difference Types dropdown, select one of the following:

   • Req above TMR Qty: To add materials found through the MR filter with a negative balance compared to the quantities in the TMR.

   • TMR Qty above Req: To add materials found through the MR filter with a positive balance, which exceeds the rounding increment set in the s40002 Working Surplus Contingency screen.

   • All Requirements: To add all the materials found through the MR filter.

     If you are updating an existing TMR, the existing TMR positions are overwritten.

9. In the Content section, select one of the following:

   • Append: To add the new requirements as new TMR positions.

   • Merge: To update the existing requirements with all the changes from the new requirements.

10. (Optional) To include the requirements for which the full quantity is on hold, select the On Hold Lines checkbox.

11. In the Documents section, select any of the following:

    • Include Documents: To include the documents related to the material.

    • Include Attachments: To include the attachments related to the material.

12. Select Continue.

    The s50016 Technical Material Requisition screen appears. The TMR related to the selected MR is updated.

13. (Optional) Enter the relevant details in other fields as required. For more information on all the fields, see s50016 Field descriptions.

14. To save the changes, on the Home menu, in the Record group, select Save.