Salesforce - Materials Requisition
1. Open the Salesforce app on your device.
2. When you see the main screen of Salesforce1, press the menu button (3 horizontal lines) in the top-left corner.
3. On the menu that opens, scroll down until you see a section called Apps, then tap on “MR Entry”.
4. The next screen that opens is the main Material Requisition screen. This main screen will show any material requisition forms that you have recently opened. From this screen, you can enter the last 5 digits of a job number in the search box, and then tap the search button to find all material requisition forms for that job. To start a new form, tap the New Requisition Form button.
5. This is the new material requisition page. First, tap the Job Name box and enter the last 5 digits of the job you want, then tap to select the appropriate job from the list.
6. After you select the job, the other information at the top of the form is automatically filled-in. The location for the form will be pulled from the office/division on the job. If this is not correct, you will need to change the location you are using to pull stock. To do this, press the Location drop down box.
7. Press the correct location to choose it, and this will bring you back to the main form.
8. Start entering items by typing the name of the item in the large search box just above the item list, and then press “Go”.
9. After you press “Go”, the item list below the search box will change to show your search results.
10. Enter the quantity for the appropriate item in the Shipped column (this is how many items that were pulled from warehouse stock to be used for this job). After you have entered a Shipped quantity, press the “Add To List” button. If you forget to press this button, your items will not be attached to this material requisition. If you see multiple items that you need in the same search results, you can enter all of the Shipped quantities at once before pressing the “Add To List” button. After you press “Add To List”, the search box will be cleared, and you can search for your next item. When you have added all items, press the “Save” button at the bottom of the screen (you may need to press the back button to hide your keyboard in order to see this button).
11. After you press “Save”, you will be taken to a summary screen, which shows all of the items that you’ve added to the form, and the quantities you’ve entered. If you are done with this form for now, you can press the “Close/Back” button to return to the main screen (to search for other forms or create a new form). If you need to add more items, or when you are ready to enter the Returned quantities for all of your selected items, press the “Edit” button.
12. Search for items the same way as before, and enter your Returned quantities in the Returned box for each appropriate item (this is how many items that were returned to the warehouse unused). After you enter the quantities for each appropriate item, press “Add To List” to update the form with your returned quantities. You must enter a Returned quantity for every item you pulled, even if there are zero items returning to the warehouse (in this case, enter 0 for the Returned quantity). Once done, press the “Save” button at the bottom of the page.
13. You will again be taken to the summary screen, but now you should see all of your shipped and returned quantities for each item. Once you are finished with the form and are ready to have it entered into job costs, press the “Mark as Complete” button.
14. If you notice that you forgot to enter something after you have pressed the “Mark as Complete” button, you can press the “Mark as In Progress” button to make the form editable again. This will only work if the form has not yet been entered into job costs, which happens every Friday evening. If you notice any issues after this point, please contact accounting.
