Bulk create or update TMRs from MRs

Bulk create or update Technical Material Requisitions (TMRs) based on the related Material Requisitions (MRs). The TMRs are created or updated based on the priority assigned in the Priority field of the related MR.

For the TMRs created or updated through the Create/Update All/Selected TMRs functionality, the creation method is defined as 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.

Prerequisites

Before you begin, complete the following:

• In the s50016 Technical Material Requisition screen, in the General tab, ensure the internal status of the TMR is Create/Change and the TMR is linked to an MR number.

• In the MR Numbers grid, in the General tab, ensure the MR items have a unique value in the Revision field.

• Ensure you create an MR filter. For more information, see Create an MR filter.

To bulk create or update TMRs from an MR

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 All/Selected TMRs.

   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 d0401 Create/Update All/Selected TMRs dialog appears.

8. Select one of the following:

   • All: To bulk create or update the TMRs related to all the MRs.

   • Selected: To bulk create or update the TMRs related to the selected MRs.

9. In the Revision section, perform the following:

   1. In the Revision field, enter the revision number for the selected MRs.

   2. In the Reason for Changes field, enter the reason why you want to update the TMRs.

10. 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.

11. 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.

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

13. 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.

14. Select Continue.

    A pop-up window appears. To view the list of TMRs that are created, updated, or not updated, select the Click for Details dropdown.

15. Select Ok.

    In the s50016 Technical Material Requisition screen, the TMRs related to the selected MRs are created or updated.