Use this window to process material transfer requisitions (MTR). MTRs can be created either manually or automatically by PMRP engine. From MTR process, it is possible to transfer project parts form one activity to another activity. The MTR window provides all information related to the part that will be transferred.
Note:
Status of MTR
Planned: The initial status of the MTR. MTR which was generated by Multi Project MRP in this state will be removed in next Multi Project MRP run. In state Released the user can perform a right click Plan which will reset it back to the Planned state and unreserve any material reservations.
Released: In the status Planned, user can perform right click Release which promotes the status of the MTR. A MTR with Transfer Type Planning cannot progress beyond the Released state and material will be reserved to the MTR , once the MTR is released, if the Supply Source is Inventory. In state Approved or Partially Approved, if user performs right click Withdraw Approval the MTR status also set back to this state. MTR which was generated by Multi Project MRP in this state will not be removed in next Multi Project MRP run.
Partially Approved: In the status Released, user can perform right click Giving Approve or Receiving Approve, either one will set the MTR status to this state. The Giving Approve action will reserve material to the MTR if the Supply Source is Inventory and Transfer Type is either Transfer, Borrow or Payback.
Exceptions:
Approved: In the status Partially Approved, user can perform right click Giving Approve or Receiving Approve, either one will set the MTR status to this state. The Giving Approve action will reserve material to the MTR if the Supply Source is Inventory and Transfer Type is either Transfer, Borrow or Payback.
Exception:
Automatic: User does not need to perform right click Receiving Approve and Giving Approve. The MTR is automatically set to this state once it is released.
Refused: When user performs right click Refuse the MTR will be set to this state. This only matters for Multi Project MRP process. The system will not try to regenerate part transfer with the same source PPSA and destination PPSA as recorded in the MTR.
Cancelled: When user perform right click Cancel the MTR will be set to this state. Cancelled MTR will not be considered by Multi Project MRP in the process. Executed: When user performs right click Execute the MTR will be set to this state. MTR with Source Order can not be executed manually but it will be executed automatically by system when the connected order is received to inventory.
Closed: After the MTR is executed user can perform right click Close. This means the MTR process is finished and no futher action is required.
For the description of each tab in the window, follow the appropriate link: Detail, Paybacks, Logs.