Create And Authorize Material Request – A Summary of the Activity

Material request (MR) is a document for requesting the issue of items from the warehouse. The request can be raised from any department or cost center for issuing the material. MR documents are very common and extensively utilized in the industry for requesting specific materials. Material request issues the required quantity of items to the various production, maintenance and other cost centers. However, material requests are made mostly from inventory cost centers, as the main usage of such requests is to cater to the cost centers that do not possess the facility for raising requests for material issue.  For planned maintenance activities, the planning or execution documents such as the visit package maintain the complete list of material requirements. However, materials might be required at different intervals of time. Material requests can be generated for different time frames to indicate to the stores clerk when the particular set of materials is needed.

Material requests can be created with reference to a sale order, work order or production order or can be made without reference to a base document. If the MR refers to a base document, the reference document number and type are mandatory. If the reference document in turn refers to another document, it can also be recorded during the creation of the MR. Requests from multiple cost centers can be combined into a single material request against which an issue can be generated.  The requisite amount of stock is issued from the warehouse based on the details specified in the MR. In the event of non-availability of stock, the MR can serve as a trigger to enable the material planner initiate a purchase activity or perform stock transfer to move the stock from one warehouse to another.

Material requests are classified to be of type “Capital” and “General” depending on whether the request for issue of materials is from a warehouse of type “Capital” or “Non-capital”. Material request transactions can be authorized based on the permissions granted to the user. The user must have the requisite “Authorize” permissions to authorize the material request transaction.

The “Create & Authorize MR” page allows you to create and authorize a material request transaction. The “View Item Details” page allows you to view the details of items. The “View Lot No. Details” page allows you to view lot related information. The “View Serial Nos.” page allows you to view the serial number information. The “Financial Information” page allows you to specify the financial information for the material request transaction. The “Edit Material Request” page allows you to modify the material request transaction. The “Stock Status Review” page allows you to inquire the warehouse stock information. The “Free Stock Check” page allows you to inquire the amount of free physical stock available as on the need date. The “Earliest Available Date” page allows you to inquire the earliest available date till which the item can be reserved. The “View Item Substitutes” page allows you to view the substitute item information that can be used in place of the requested item. The “View Warehouse Details” page allows you to view information on the warehouse from which the items are issued.

Getting familiar with the pages inside