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This page allows you to update the financial information of the material request transaction. The material request transaction is used to request for issue of material from the warehouse without reference to a base document. You can view the transaction details, warehouse details and item details of a material request transaction. You can also modify the analysis code and sub analysis code of the item to be issued using this page. This page is launched only is the Material Request is of type “General”.
Select “Financial Information” link at the bottom of the “Authorize Material Request“ page.
The “Financial Information” page appears.
The system displays the following:
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Status |
The status of the material request transaction. The transaction will be in “ active status on successful creation of details in the main page. Only documents which, are in the Active status, will be fetched. |
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Transaction No. |
The number identifying the material request transaction. |
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Material Request Type |
The type of Material Request document depending on whether it has been created for a capital or non-capital warehouse. |
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Posting FB |
The finance book that has posted the material request transaction. |
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Warehouse Code |
A unique code identifying the warehouse. |
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Warehouse Desc. |
A textual description of the warehouse. |
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A textual description of the warehouse. |
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Doc. Value |
The value of the requisite amount of stock as specified in the Material Request document. This value is the product of required quantity and standard cost. |
Enter the following in the “Reason For Return” group box:
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Reason Code |
A unique code identifying the reason for returning the material request transaction (Alphanumeric, 6). Help facility available. |
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Reason Desc. |
The textual description of the reason. |
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Zoom facility available |
The system displays the following in the “Accounting Information” multiline:
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Item Code |
A unique code identifying the item. |
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Variant Code |
Variant Code of the item, if the item supports variants. |
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Desc. |
The description of the item |
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Transaction UOM |
The unit of measurement in which the issue transaction is made. |
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Qty . |
The amount of stock requested for issue from the warehouse. |
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Stock Status |
The stock status of the item to be issued. |
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Std. Cost |
The standard cost of the item to be issued. This cost takes into account the unit costs for labor, material costs and manufacturing charges. |
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Account Code |
The account code to which the value of the item being requested must be debited. |
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Cost Center |
The cost center for which request details are entered. |
Enter the following in the “Accounting Information” multiline:
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Analysis Code |
The analysis code of the account to which the value of the item being issued must be debited (Alphanumeric, 5). This field must not be left blank if the account code has any analysis code (defined in account based budgeting) mapped to it and if the system parameter at company level.“ Analysis/ Sub Analysis code applicable” is set as “Yes”. Help facility available. |
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Sub Analysis Code |
The sub analysis code of the analysis code to which the value of the item being issued must be credited (Alphanumeric, 5). This field must not be left blank if the analysis code (defined in account based budgeting) has any sub analysis code mapped to it and if the system parameter “Analysis/ Sub Analysis code applicable” is set as “Yes”. Help facility available. |
Check the “Select” column in the multiline to select the transaction for attaching notes.
Click the “Authorize Material Request” pushbutton to authorize the material request transaction.
The system displays a success message. The system sets the status of the transaction as “Authorized” if no analysis/sub analysis code is applicable.
The system sets the status of the transaction as “Authorized” if the parameter “Analysis/Sub Analysis code Applicable” is set “Yes” and account code is having only one analysis/sub analysis code mapped to it. The system checks the value of the system parameter “Authorization Profile required for Material Request”. This check is performed only for Material Requests of “General” type. If it is set as “No”, the system checks whether the login ID of the user possesses the permission for authorization.
Click the “Submit Financial Information” pushbutton to save the financial information for the material request transaction
The system saves the financial information for the specific transaction number and sets the status of the transaction as “Active” if analysis/sub analysis codes are not applicable. The system saves the login ID of the user and the system date in the last modified by and last modified date fields.
Click the “Return Material Request” pushbutton to return the material request transaction without authorizing.
The system sets the status of the transaction as “Returned” and saves the reason code and description. The system saves the login id of the user and date on which the transaction was last modified.
To proceed, carry out the following
Select “Attach Notes” link at the bottom of the page to attach notes for the financial information.
