Submit a TMR for review

Send a Technical Material Requisition (TMR) for review. After a TMR is sent for review, the assigned reviewer is notified to conduct the review. After the review is complete, the reviewer can submit the TMR for approval.

Prerequisites

Before you begin, complete the following:

1. In the d0073 ERM System Settings dialog, in the Purchasing tab, in the Audit / Approval section, ensure the Use TMR Approver checkbox is selected.

2. For the TMR, in the s50016 Technical Material Requisition screen, in the Technical Material Requisition Header grid, in the General tab, perform the following:

   1. Ensure the Review Required checkbox is selected.

      In the s10001 Projects screen, if the Review Required checkbox is selected for the project related to the TMR, then in the s50016 Technical Material Requisition screen, the Review Required field is a mandatory field.

   2. Ensure a value is defined in the Reviewer field.

   3. Ensure a value is defined in the Approver field.

To send a TMR for review

3. Navigate to the s50016 Technical Material Requisition screen.

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

5. In the Technical Material Requisition Header grid, select a row.

6. In the Position tab, select the Technical Material Requisition Position tab.

7. In the Technical Material Requisition Position grid, select a row.

8. In the General tab, from the Buyers Group dropdown, select the ID of the required buyer group.

   Note: Repeat steps 5 and 6 for each row.

9. On the s50016 menu, in the Requisition Options group, from the Workflow dropdown, select Send for Review.

   In the Technical Material Requisition Header grid, in the General tab, the Sent for review date field is updated and the value in the Internal status field changes from Create/Change to Approval.

10. (Optional) To undo the workflow update, on the s50016 menu, in the Requisition Options group, from the Workflow dropdown, select Undo Workflow Actions.

11. On the Home menu, in the Record group, select Save.

    The TMR is sent for review.