Attaching MTR Documents to Product Records from a P/O

To ensure that the Mill Test Report (MTR) documents are sent to customers when they purchase products with MTR documents attached, scan the hard copies of the MTR sheets acquired from the vendor. Use the Purchase Order Entry Body tab, Product MTR Information window, or Product Maintenance program to attach the MTR documents. Eclipse creates a cross reference between the image you attach and the heat numbers entered. These cross references have unique IDs within the system.

Note:Mill Test Reports are not designed to work with product kits.

When a ship ticket prints, Eclipse automatically prints the MTR document with the ship ticket to the customer receives it with the products.

When a product record has an MTR document attached, the attached image icon displays in the upper right hand corner in of the window. More than one image can be attached to a product file. You can attach multiple MTR documents to a product.

Use theMTR Document Profile control maintenance record to set the default document profile for MTR documents.

To attach an MTR document to a product record from a purchase order:

  1. Use a company scanner or image capture device to create an image of the MTR document for the product. If you received the MTR document electronically, you can use that file.

Note: The purchase order must be received and heat numbers entered before attaching the MTR document. However, heat numbers can be referenced on multiple purchase orders.

  1. Display the purchase order on which MTR documents need to be attached.

  2. From the Edit Order menu, select Product MTR Information to display the Product MTR Information window.

  3. From the User Tools > Imaging menu, select Index Images.

  4. Select the file you want to use for the MTR sheet.

The Attachment Indexing window displays.

  1. In the Image Description field, enter a different description, if needed, for the MTR document.

  2. In the Document Profile field, select the image profile location for MTR documents.

If the system prompts you to replace the current description of the attachment with the default description for MTR attachments, enter one of the following:

Note: Use the MTR Document Profile control maintenance record to define the default profile you want to use for MTRs.

  1. Leave the View Auth Key blank. MTR documents are viewable by all users.

The MTR Sheet field automatically populates with the MTR ID currently being displayed on the MTR Information window.

Note: MTR Sheet IDs are assigned through Purchase Order Entry.

  1. Use one of the following buttons to attach the MTR:

  1. Repeat steps 3-9 for each MTR received with the purchase order.

After attaching the MTR, the system returns you to the Product Maintenance window. The attached image icon displays in the upper right hand corner on the Product Maintenance screen