Select the “Statements” modules. Select the “MMRs” tab. Select the document box to view MMR. Upload File: Upload – Upload additional documents to the statement file View Attachment(s) – View uploaded documents View all updates by users for the MMR.
Overview: MMRs cannot be edited once made; they can only be duplicated or archived. Continue Working on Saved MMRs Select the “MMRs” module. Search for the MMR by Name. Select “Continue MMR.” You can either save your progress and complete it later or complete it if it is ready. How to Archive an MMR Select […]
Select the “MMRs” module. Select the “+ Add.” Search and sort for the Form Builder template being used for this MMR. Select the Template. Select “Continue.” Navigate to the Formula step. Select Formula bar. Search for a formula. Select the formula. Press “Add.” Enter a product name. Select the customer bar. Search for a customer. […]
Overview: MMRs are required for batches. For MMRs to be used they need a form builder template and a locked formula. Select the “MMRs” module. Search and filter for MMRs by Name. Select “+ Add” to create a new MMR. Action column: Lock/Unlocking Unlocking MMRs allows them to be archived and makes them unavailable for […]