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Process a Field Material Request Without Creating a PO

If you are using FMR without the PO Processing module, then this article will show you how to process Field Material Requests.

Table of Contents


Review the Field Material Request

  • View and edit all requests for accuracy. See all completed sections as well as captured signatures. 

VIEW 1

  • Click Edit to review material and equipment pricing, making adjustments as needed. 

material -1

equipment

Enter PO #s & Mark Request as Complete

  • You may mark the orders as In Progress or Completed to be able to manage your ordering schedules with vendors, including Purchase Order date numbers and delivery dates. 

manage pos

po details
  • You can complete a request by clicking Mark Complete. The status will change from Requested to Request Complete. 

mark as complete

Request Complete

Send a Field Material Request to a Vendor

  • Use our Email Vendor feature to send a field material request right to your vendors with or without pricing attached.  

email vendor

  • Select your vendor, vendor emails, and desired message. 

send email to vendor


Next, learn how to Export your Field Material Requests.