What each role can do

Role	See work	Mark Ready	Done / Waive / Finalize	Set priority	Dashboard & Admin
Member	yes	yes	—	—	—
Reviewer	yes	yes	yes	—	—
Coordinator	yes	—	—	yes	—
Admin	yes	yes	yes	yes	yes

The Tracker (main screen)

Lines are grouped by sales order. Each line is in one of four states:

• Needs MTR — nothing done yet.
• Ready — the MTRs are in hand and it can be worked.
• Done — the MTR is complete.
• No MTR — this line doesn't need one.

Update a line:

• Mark Ready: the line's ⋯ menu → Mark MTRs ready to work, then enter the Lot Number (required). A line must be Ready before it can be Done.
• Mark Done: tick the checkbox. (Greyed out until the line is Ready; only reviewers/admins can tick it.)
• Mark No MTR: ⋯ menu → Mark "No MTR required". (Reviewers/admins.)
• Undo: un-tick the checkbox, or use the ⋯ menu to reopen.

Shipments: once an order has shipped, its lines are grouped under each Shipment number, with the lines still to ship under Not yet shipped. A line that went out on two shipments shows under both, marked Split. Click a shipment heading to collapse or expand it.

Find lines: use the search box (item, description, SO number, customer, or shipment number), the Order Status dropdown (from the ERP), or the MTR state dropdown.

Priority orders

A priority order sits at the top of the tracker with a Priority · need by badge; the soonest need-by date comes first. The badge turns red once the date has passed.

• Set or change (coordinators/admins): click Prioritize (or Edit priority) on the order, pick the Need by date (required), then Save.
• Clear: Edit priority → Clear priority. Priority stays until someone clears it; finalizing an order does not clear it.

Finalize an order (reviewers/admins)

Orders with shipments: review each shipment. When every line on a shipment is Done or No MTR, click ✓ Final review on that shipment. The order is finalized by itself once every shipment is reviewed and nothing is left to ship.

Orders without shipments: when every line is Done or No MTR, the order shows Awaiting final review. Click ✓ Final review on the order.

If a line is reopened later, the review clears by itself.

Get the report from Acumatica

1. Log in to Acumatica.
2. Go to Sales Orders → Reports → Sales Order Details by Inventory Item.
3. Make sure the date range is correct.
4. Click Run Report.
5. Click Export → Excel to download the .xlsx file.

Shipments: open the LF_MTR Shipment Lines inquiry, set the same date range, and export it to Excel. Import both files.

Import the weekly file (members, reviewers, admins)

1. Go to the Import tab.
2. Click Choose file and pick the Acumatica .xlsx export you just downloaded. Do it again for the shipment export.
3. It shows how many lines were added/updated. Re-importing the same file is safe — your team's progress is kept.

Dashboard (admins)

Overall % resolved, open count, orders finalized vs. awaiting review, and a chart of completions per person over time. Counts can't be padded by clicking — credit stays with whoever first completed each line.

Manage users (admins → Admin tab)

• Add user — username + role; you get a one-time temp password to hand them.
• Reset password — gives a new temp password (they set their own next login).
• Deactivate / Reactivate — turn access off or on.
• Change role — member / reviewer / admin / coordinator.

The Activity log shows who did what, and when.

If something's stuck

• Forgot password: ask an admin to reset it.
• Can't tick Done: mark the line Ready first — and only reviewers/admins can complete lines.
• Can't finalize an order: every line must be Done or No MTR first.