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 enabled the option Automatic MTR in the
Planned Netting Group
page, then MTR with the Inventory
supply source type will be automatically
executed by multi project requirements planning (MPMRP). When you create MTR
manually, the Manually Created
in the Material Transfer
Requisition page will be automatically set to yes.
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 enabling Generate MTR for Planning Only option in the
Planned Netting Group
page. 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 Part Transfer Within PNG list or the Part Transfer Between PNG list in the Planned Netting Group page, each planner in the issuing PPSA and the receiving PPSA need to approve the MTR before it is executed.
Value for the Excluded will be set to yes 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.
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 cannot 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 further action is required.