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This page allows you to modify 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. The transaction must not already be in authorized status. This page is launched only is the Material Request is of type “General”.
Select “Financial Information” link at the bottom of the “Edit Material Request“ page.
The “ Edit 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 “Draft” status on successful creation of details in the main page. |
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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. The Material Request type will always be GENERAL as for Material Request of type Capital |
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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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Zoom facility available |
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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. |
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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Item Variant Desc. |
The description of the item variant |
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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 returned must be credited (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 returned must be credited (Alphanumeric, 5). This field must not be left blank if the analysis code has any sub analysis code (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. |
Check the box in the “Select” column of the multiline to select the transaction for attaching notes.
Click the “Edit Financial Information” pushbutton to modify and 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 “Edit & Authorize Material Request” pushbutton to modify and 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. Else, the system sets the status as “Draft”.
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.
If the value of the system parameter “Authorization Profile required for Material Request” is set as “Yes”, the system calculates the document value as the product of required quantity and standard cost. The system compares this value with the value permitted for the login ID of the user as specified in the “Authorization Profile Setup”. The system sets the status of the transaction as “Authorized” if the following conditions are satisfied:
The system parameter “Analysis/Sub Analysis Code Applicable” is set as “No”.
If set as “Yes”, then the system sets the default value for analysis and sub-analysis codes. The system sets the status as the value of the level set for the login ID. For example, if the level of the login ID is L2 and the authorization limit is 4000, the user cannot authorize a document having a value of 5000. In such cases, the system sets the status of the document as "L2". In case the Login ID does not include in the list of authorization profile, then system displays an error message.
Click the “Delete Material Request” pushbutton to delete the material request transaction
The system displays a success message and sets the status of the transaction as ”Deleted”. The system displays an error message if the transaction in “Authorized” or “Authorization Level” is being deleted.
The system deletes the details of the selected transaction and saves the login id of the user and the date of creation along with the modification details.
To proceed, carry out the following
Select “Attach Notes” link at the bottom of the page to attach notes for the financial information.
