Amend MR

This page allows you to amend the material request. Tell me more

Select the “Amend Material Request” link at the top of the “Select MR” page.

The “Amend Material Request” page appears.

The system displays the following:

Workflow Status

The status of the document as per Workflow Applicability. The Workflow status will be visible only if "Workflow Applicability" for the transaction is set to Yes in Company Parameter Setup component. In addition, Workflow status will not be visible if the application status and Workflow status are the same.

Status	The status of the material request transaction. The Material Request transaction must be in “Authorized” status.
Transaction No.	The number identifying the material request transaction .
Transaction Date	The date on which the transaction took place.
Material Request Type	Specifies the type of material request depending on whether the request for items is from a capital warehouse or not. The system checks whether the warehouse code specified is a “Capital” warehouse. If so, the system displays the Material Request type as “Capital”. Else, the system displays the Material Request type as “General”.
Warehouse Code	The code of the warehouse from which the item is requested.
	Zoom facility available
Warehouse Desc.	The description of the warehouse.
Need Date	The date on which the items will be required for consumption in maintenance activities.
Ref. Doc. Type	The type of reference document. The system displays one of the following options, “Sales Order”, “Work Order”, “Production Order” or “None”.
Ref. Doc. No.	The number identifying the reference document based on which material request of the item is being made.
Posting FB	The finance book that is debited for the issue of items.
Requester	The code identifying the employee who belongs to the cost center, which has requested for the issue of items from the warehouse.
Requester Name	The name of the employee in the cost center, who raises the material request for issue of items. The system retrieves the employee name for the corresponding employee code that has been entered.
	Zoom facility available
Requester Department	The name of the department to which the employee belongs.
Issue Tolerance (+%)	The maximum excess quantity in percentage, which can be issued in comparison to the quantity requested for issue from the warehouse.
Proposal No.	The number identifying the proposal.
Supplier Code	The unique code identifying the supplier.
Supplier Name	The name of the supplier.

The system displays the following details in the “Item Information” multiline:

Line No.

The line number of the item

Enter the following in the “Item Information” multiline:

Item Code

The unique code identifying the item (Alphanumeric, 32). Mandatory. Ensure that the item is in “Active” status and exists in the warehouse OU. The item must be of stockable item type. The system displays the kit code in this field if the item is of type “Kit”.

Help facility available.

Note: If the item code is of type “Kit”, then all the items that comprise the kit must be allowed in the warehouse and must be in “Active” status. The items that form part of the kit must not be variant enabled As Kit does not have a variant . If the stock status of the item code forming the kit is not allowed in the warehouse, then the system displays an error message.

The item codes that comprise the kit will not be displayed and only the kit code will be displayed for items of kit type

Variant Code	Variant code of the item (Alphanumeric, 8). Ensure that the variant code is entered if the item is variant enabled. When the Item code is Kit then variant is not allowed.
	Help facility available.

Item Variant Desc.

The description of the item variant. (Display only)

Enter the following in the “Item Information” multiline:

Transaction UOM	The unit of measurement of the item requested for issue from the warehouse. Ensure that the UOM is in “Active” status and has been already define in the “Create UOM” activity of the UOM component.
	Help facility available.

Note: Fractions can be entered, only if the UOM has been set to “Allow fractions” in the “Create UOM” activity of the “Unit of Measurement Administration” business component. If the stock UOM and transaction UOM are different for a particular item/variant, the system checks whether item dependent or independent conversion exists between stock UOM and transaction UOM for the item/variant. Else, the system displays an error message.

Authorized Qty.

The total quantity of stock authorized for issue from the warehouse to the requesting cost centers. (Display only)

Note: If the item is serially controlled, the system converts the transaction UOM to stock UOM to calculate quantity. The system retrieves the conversion factor between transaction and stock UOM. If quantity obtained in stock UOM results in fractions, the system displays an error message.

Enter the following in the “Item Information” multiline:

Amended Qty.

The number of units of the item that is amended for issue (Decimal). Mandatory. Data entry in this field is mandatory if the “Item Code” and “Transaction UOM” fields are entered. Ensure that the value entered in this field is greater than zero. If the required quantity is in fractions and the UOM does not allow fractions while recording transactions, then the system displays an error message. This quantity must not be less than the issued quantity. If the amended qty is less than the issued qty then system throws up error.

Issued Qty.

The total quantity of stock issued through the “Inventory Issue” transaction to the requesting cost centers from the warehouse. The system retrieves this value from the “Inventory Issue” transaction depending on the amount of stock that has been issued to the various consumption points. (Display only)

Enter the following in the “Item Information” multiline:

Stock Status

Use the drop-down list box to select the stock status of the item received through the material request transaction. All the stock statuses defined in the “Stock Status Definition” component for the warehouses mapped to the material request OU from the “CIM Modulator” component will be displayed here. The system also displays “Blank” as one of the values.

Note: If the Material Request type is “Capital”, then items whose stock status is “Inward/Outward Consignment” must not be allowed.

Need Date	The date on which the items are needed for (Date Format). Ensure that this date is not less than the system date. If the need date in the multiline is different from the need date in the header, the system considers only the need date in the multiline and sets the header date blank on clicking. The Need date can be amended /changed if and only if the issued qty is zero. I.e. there is no issue for the Item variant
Usage For A/C Code	Use the drop-down list box to select the account code, which is to be debited for the value of the item requested through the material request transaction. All the account codes defined for the “Material Request” transaction type in the “Account Rule Definition” component will be displayed here. The system displays the value set in the header by default.
Usage For CC	Use the drop-down list box to select the cost center for the material request transaction. All the cost centers defined for the “Material Request” transaction type in the “Cost Center Rule Definition” component will be displayed here. The system sets the value as Blank in the header by default.
Allocation Method	Use the drop-down list box to select the method of allocation of an item from the warehouse when the request for issue is raised. The system displays the following options, “Max-zone bin”, “Min-zone bin”, “Zone-bin priority”, “Expiry date”, “LIFO”, “FIFO” and “Manual”. The system sets the value as Blank in the header by default. Partial allocation not supported.

Note: If the allocation method is “None” or any method other than “Manual”, then lot number, sub-lot number, starting and ending serial numbers must be left blank. Else, the system displays an error message. If the item is neither lot nor serial controlled, then allocation method must not be chosen as “Manual”, “Expiry Date”, “LIFO” or “FIFO”. If the allocation method is “Manual” and if the item is lot or serial controlled, then lot/sub-lot numbers or serial numbers must be entered correspondingly.

Lot No.	The unique number identifying the lot in the warehouse.
	Help facility available.
Sub Lot No.	The number identifying the sub-lot under the lot.
	Help facility available.

Note: If the item is lot controlled and if the system parameter “Prevent transactions during quarantine of Lots” or “Prevent transactions during hold of expired lots” is set as “Yes”, the system displays an error message if either the quarantine check process or hold expired process is in operation.

If the system parameter “Issue of Expired Lots” is set as “No”, then the system checks the “Lot Management” component to see whether there are any items beyond the expiry date of the lot. If the allocation method is “Manual” and the item/variant is lot controlled, the system checks whether the lot has been quarantined or held. If so, the system displays an error message.

Starting Serial No.	The starting serial number of the item that is to be to be issued.
	Help facility available.
Ending Serial No.	The ending serial number of the item that is to be to be issued.
	Help facility available.
Remark Code	A unique code identifying the remark to be included as a comment while recording the material request transaction (Alphanumeric, 6). This code must have been defined in the “Classes” component and must be in “Active” status.
	Help facility available.

The system displays the following in the “Item information” multiline:

Remark Desc.	The description of the remark.
Kit Code	A unique code identifying the kit. The system displays the kit code is in “Active” status.
Available Qty.	The available quantity of the item. This quantity is fetched for the item, variant and stock status combination.

Note: If the need date of the item comprising the kit is more than or equal to the sum of the system date and reservation horizon for the item, then the system displays an error message.

All the values in the multiline will be retrieved for the selected Material Request transaction that is in “Authorized” status. This page is mainly used to specify the amended quantity. However, you can delete a line item or modify the allocation only if issue has not taken place on that item. In addition, you can add new line items using this page.

Check the box in the “Select” column of the multiline to select the transaction for viewing item details, lot information, serial number information, updating financial information, attaching notes, inquiring warehouse stock, free stock information, EAD information, viewing item substitutes, inquiring disposition, and viewing warehouse information.
Click the “Return” pushbutton to return the material request transaction.

The document status is updated as “Returned”. The status of a returned document when amended will be updated as “Under Amendment”.

Note: The document can be returned only when the document is created and is in “Under Amendment” status

Click the “Amend ” pushbutton to amend the material request transaction.

If the amended quantity is increased and the allocation method is “Manual”, the system checks if the additional quantity is available as free physical stock for non-dispositionable items. If the item is in disposition, the system checks whether the required stock will be available on need date. If the amended quantity is increased and the allocation method is other than “Manual”, the system checks whether the additional quantity can be allocated through the existing allocation method. Else, the system displays an error message.

If the amended quantity is decreased and the allocation method is other than “Manual” or “None”, the system de-allocates the quantity and sets the status of the item as” Accepted”. For “Manual” allocation methods, decrease in amended quantity will cause the stock to be de-allocated from the lot for lot controlled items. For serially controlled and lot/serial controlled items, the system de-allocates the total quantity and you need to enter the amended quantity once again. You must enter continuous serial numbers for serial numbered items. If you enter discontinuous serial numbers, the system displays a message instructing the user to enter the starting and ending serial numbers matching the quantity. If the amended quantity does not match with the quantity between starting and ending serial numbers, then the system displays an error message.

Click the “Amend & Authorize Material Request” pushbutton to amend and authorize the material request transaction.
Click the “Print” pushbutton to print the material request transaction.

The system displays the following:

Created By	The name of the person who created the material request transaction.
Created Date	The date on which the material request transaction is created.
Last Modified By	The login id of the person who last modified the material request.
Last Modified Date	The date on which the material request was last modified.

To proceed, carry out the following

Select the “View Item Details” link at the bottom of the page to view details of items.
Select the “ View Lot Details” link at the bottom of the page to view the lot related information.
Select the “View Serial No. Details” link at the bottom of the page to view the serial number information.
Select “Financial Information” link at the bottom of the page to update the financial information for the material request transaction.
Select “Attach Notes” link at the bottom of the page to attach notes for the material request transaction.
Select “Stock Status Review” link at the bottom of the page to inquire the warehouse information.
Select “Free Stock Check” link at the bottom of the page to inquire the free stock information.
Select “Earliest Available Date” link at the bottom of the page to inquire the EAD information.
Select “Item Substitutes” link at the bottom of the page to view the item substitutes.
Select “Disposition Review” link at the bottom of the page to inquire dispositionable stock.

Amend MR – An Overview

You can amend the item demand details, for the items requested for issue through the material request transaction. The material request can be raised to request for material based on a reference document such as a work order, production order or sale order. Requests can be also recorded without a base document. Requests from multiple stores can be combined into a single material request against which an issue can be made. Only transactions in “Authorized” status can be amended.

This page allows you to add new items to the already authorized Material Request transaction. In such a case, the quantity of stock newly added will be authorized. You can also delete a particular item if the issue of the item has not taken place. Else, the system displays an error message. If the issue quantity is zero on deleting the item, then the system deletes all the line item details for that particular item. If the deleted line item has allocation method chosen as LIFO/FIFO, Expiry Date, Min-Zone bin, Max-Zone bin or Zone-bin priority, then the system de-allocates the item quantity. The system also updates the “Stock Maintenance” component and resets the status of the item as “Accepted” from “Allocated”. For items having stock status as “Inward Consignment”, on de-allocation, the status will be reverted from “Allocated” to the former stock status. If the allocation method is chosen as “Manual”, then the system de-allocates the item and updates the stock status from “Allocated” to “Accepted”. If the allocation method is “None” and a disposition entry has been made for the item, then the system cancels the firm demand.

The allocation method can be changed only if no issue has occurred on the particular item. If either partial or full issue has been made for that item, then the system displays an error message if the allocation method is modified. If the allocation method is modified from “None” to any value apart from “None” and “Manual”, then the system updates “Stock Allocation” to allocate the item. Else, an error message is displayed if stock is unavailable. Similarly, if the allocation method is modified from any value other than “None” or “Manual” to “None”, the system de-allocates the item and updates “Stock Allocation”.

The need date must be more than or equal to the system date if the amended quantity is increased in comparison to the authorized quantity. For dispositionable stock, the need date must not be greater than the number of days for which the item can be reserved. If the amended quantity is increased in comparison to the authorized quantity, then the system cancels the firm demand already defined for dispositionable stock and posts new firm entry in the issue column of disposition. The new entry will made into disposition only when the system parameter “Free stock check required” is set as “No” or when the parameter is set as “Yes” and free stock is available.

Only items in stock statuses that are defined for the “Material Request” transaction type can be requested for issue. Also, only Items in “Active” status can be requested. If the item is a part of the kit, then the item type must be allowed in the specific warehouse and the item code must be in “Active” status. The allocation methods supported in this page are Min-zone bin, Max-zone bin, Zone-bin priority, Expiry date, LIFO, FIFO and Manual.

If the Material Request type is “Capital”, then items in consignment stock status will not be allowed for issue. The creation of the material request will post a firm demand in the issue column of the disposition. Material reserved in a particular warehouse must be issued from the same warehouse if the material planning is disposition . Allocation can be made only on the current physical stock and not on the material that is expected to be received in future. The difference between allocation and reservation is that to be allocated, items must be physically available at the stocking points.

If the allocation method is not chosen as “None”, the system checks the free physical stock to assess the amount of stock that can be allocated. The system performs this check irrespective of whether the item is dispositionable or not. If the free physical stock is more than the required quantity, the system allocates the item and sets the stock status of the item as “Allocated”. If the free stock is less than the required quantity, then the system allocates the available free stock and posts a firm demand in disposition for the remaining quantity. However, if the stock status of the item is “Consignment in Supplier”, then the system allocates the free stock if it is greater than the required quantity. Else, the system does not place a demand for future and displays an error message. The system posts the entries into disposition only on authorization of the Material Request document.

If the allocation method is chosen “None” and the item is dispositionable with “Nettable” stock status, the system checks whether the parameter “Free stock check required for Material Request authorization” is set as “Yes”. If so, the system checks the available free stock. The system authorizes the transaction if the free stock is more than the required quantity. Else, the system displays an error message. The system places a firm demand into disposition only if the above parameter is set as “No”. The system places a firm demand for the additional quantity if the item is dispositionable. If the allocation method is “Manual”, the system checks the allocation details for the item/variant from Stock Allocation to determine whether stock can be issued.

Material requests can be amended based on the permissions granted to the user. The user must have the requisite authorize permission to amend the material request transaction. The system retains the status of the transaction as “Authorized” irrespective of whether the transaction is being modified or amended for new items.

During authorization of Material Request,

• The committed amount in the Asset Proposal would be updated with the Material Request Value

• If the MR is short closed, then Proposal would be back updated to the extent of unutilized value in the Committed Amount of the Proposal.

• If the MR is amended, then Proposal would be updated for the Amended value in the Material Request. If the Material Request is amended upwards/downwards after inventory issue then appropriate updation in the asset proposal will happen accordingly.

The system saves the login id of the user and the date on which material request was created and last modified.