Page History: MBMA Monthly Report
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Page Revision: Fri, 30 Jun 2017 12:48
General Description
Default Menu Location Reports >> MBMA >> MBMA Monthly Report
Screen Name MBMAMONTHLY
- NOTE - The MBMA Monthly Report may need to be added to your default menu/menu prompts. Contact your consultant if you need assistance with this step.
General setup and procedural requirements¶
1. The Project Control system must be used for MBMA reported items, and MBMA reported sales orders must be generated from the Project Control screen.
2. Dollar shipping MBMA reported items is not supported. The Point-of-Sale (POS) system should be used to record any down payments or deposits associated with MBMA items.
3. Weight reporting is captured on a Configurable Item attribute (SOC question) tied to the MBMA reporting item. See details below in the MBMA Item setup section.
4. Square Footage reporting is captured on a Configurable Item attribute (SOC question) tied to the MBMA reporting item. See details below in the MBMA Item setup section.
MBMA Reporting item setup
1. Add the MBMA Reporting Item attribute to the 'ITEMATTRIB' rule with the following values (or verify that the attribute exists).
2. Each item code that will be reported to MBMA (i.e. BUILDING and CHANGEORDER items) must have the MBMA Reporting Item attribute, and a Configurable Item attribute set up with weight and square footage questions. The weight question must be tied to report code 'W' and the square footage question must be tied to report code 'Q'.
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