Process MTR
Explanation
This activity is used to process material transfer
requisitions (MTR). MTR is an object that handles part transfer between project activities. When you
execute MTR, parts will be transferred from the issuing PPSA to the receiving
PPSA. Along with the part, its cost will also be transferred. To perform this
activity, you must have access to the site. (A PPSA refers to program ID,
project ID, sub project ID, activity ID).
Note: If you have selected the Automatic MTR check
box in the
Planned Netting Group window, then MTR with the Inventory
supply source type will be
automatically executed by multi project requirements planning (MPMRP).
When you create MTR manually, the MTR
Manually Created check box in the
Material Transfer Requisition
window will be automatically selected.
If the inventory location in the from activity or receiving activity is frozen
for transactions, automatic MTR process will be stopped at the Planned
status. A record will be created in the Material Transfer Requisition
/Logs tab.
It is possible to generate MTR for planning purpose only by selecting
Generate MTR for Planning Only check box in the
Planned Netting Group
window. By using this MTR, parts are planned across project activities but will
not be transferred. Thus the cost will also not be transferred. However If the
activities belong to different projects, then cost will be transferred.
If Allowed Manual is selected in the Within PNG
Transfer list or the Between PNG Transfer list in the
Planned Netting Group
window, each planner in the issuing PPSA and the receiving PPSA need to approve the MTR
before it is executed.
The Excluded check box will be
selected to indicate the Material Transfer Requisitions (MTR) which were
excluded from the PMRP calculations. This will be valid for MTRs which are in
the status Planned, Released or Partially Approved and with the supply type Inventory.
Prerequisites
- The PMRP must have been performed without any
errors.
- The project activities (PPSAs) in the From
area must be in Released state. The activities in the To area
need not be in Released state, but the project to which they belong
must have been approved.
- The issuing
PPSA and the receiving PPSA must have been connected
in the
Planned Netting Group window.
System Effects
- The part and cost will be transferred from the issuing
PPSA
to the receiving PPSA.
- The quantity on hand and inventory cost on the
receiving PPSA will be increased.
Window
Material Transfer
Requisition
Related Window Descriptions
Material Transfer Requisition
Material Transfer
Requisition/Detail
Material Transfer
Requisition/Paybacks
Material Transfer
Requisition/Logs
Procedure
- Open the
Material Transfer Requisition
window.
- To create an MTR manually, create a new record and enter the part number
you want to transfer or select a value from the List of Values.
- Based on
the values you have specified in the Borrow/Payback field in the
Planned
Netting Group window, the value in the Transfer
Type field appears automatically. Only MTRs with the Transfer Type field
having the value Planning can be changed back to Planned
status.
- Select the
appropriate supply source. Possible values are Inventory, Order, and
Requisition.
- Click the
Detail tab and enter the
short name of the PPSA that requires the part, or use the List of Values.
- In the From group, enter the short name of
the PPSA from
which the part is transferred or borrowed or use the List of Values.
Note: All the information related to PPSA will appear automatically.
- Save the record.
Note: Based on the values you have selected in the Within PNG Transfer and
the Between PNG Transfer lists in the
Planned Netting Group window,
the values in the Approval Type field will appear automatically. The possible values are Manual
and Automatic.
- To release the MTR
, right click and then click Release.
The status will be changed to Released.
- To approve the issuing
PPSA and the receiving PPSA of both manually and automatically created
MTRs,
right-click and then click Giving Approval and Receiving Approval
respectively.
Note: You can perform this only if you have selected Manual as
the approval type
in the corresponding group boxes. Executing Giving Approval will reserve any available
material when the Transfer Type is Transfer and the Supply Source is Inventory.
- When the planners from the issuing
PPSA or the receiving PPSA approve the MTR, the user IDs will automatically
appear in
the Approval field in the respective group boxes. The status will be
changed from Released to Approved. If only one of the planners from the
issuing PPSA or receiving PPSA approves the MTR, the status will be set to
Partially
Approved.
- If you want to remove the approval, right-click
and then click Withdraw Approval.
Note: Executing Withdraw Approval will unreserve any material attached to it.
- If you do not want to re-plan MTR in the next
MPMRP run, right-click and then click Refuse.
- To cancel creating an MTR , right-click and then click
Cancel.
Note: Deleting a MTR or changing the status to Cancel or
Refuse will unreserve any material attached to it.
- To execute an MTR, right-click and then click Execute.
This option is available only if the MTR is in the Approved status.
Note: If the supply source is Inventory, information related to the source inventory part will be stored in the
Source
Inventory Info table. This information must be entered by the user if the
MTR is manually created. For the MTRs created by MPMRP, this information will
be automatically entered by MPMRP.
If the supply source type is Order or Requisition,
information related to the source order
or requisition will be stored in the Source Order Info
table. This information must be entered by the user if the MTR is manually
created. Otherwise it will be entered by MPMRP.
1. The Order Ref. 1 field represents the order number on the
Shop Order/Purchase Order
tab or the requisition number on the Shop
Proposal/Purchase Requisition tab.
2.The Order Ref. 2 field represents the release number on the
Shop Order
window or
the line number of
Purchase Order/Purchase Requisition
tab.
3.TheOrder Ref. 3 represents the sequence number on the
Shop Order
window or
the release number on the Purchase Order/Purchase Requisition
tab. If the transfer type is
Borrow/Payback, the columns in the
Paybacks tab will be
filled
automatically. It will contain the connected payback MTR information.
All status changes of the MTR transactions will be recorded on the
Logs
tab.