Shortclose Material Request

Short Close MR

This page allows you to short close the material request transaction. Tell me more

Select the “Short Close MR” link at the top of the “Short Close MR” page.

The “Short Close MR” page appears.

The system displays the following:

Status	The status of the material request transaction. The Material Request transaction must be in “Authorized” status.
Transaction No.	The unique number identifying the material request transaction .
Transaction No.	The unique 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 capitalized 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 unique code of the warehouse from which the item is issued.
Warehouse Desc.	The description of the warehouse.
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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”. If the Material Request is created without a reference document, the ref. Doc. type option is displayed as “None”.
Ref. Doc. No.	The number identifying the reference document based on which material request of the item is being made. If ref. doc. type is displayed as work order, production order or sales order, then ref. doc. no. will not be left blank.
Posting FB	The finance book that is debited for the issue of items.
Requester	The unique code identifying the employee who belongs to the cost center, which has requested for the issue of items from the warehouse The employee number should already have been defined in the “Create Employee file” activity of the” Employee Information” business component.
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
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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.

Enter the following:

Reason Code

A unique code identifying the reason for short closing the material request transaction (Alphanumeric, 6).

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Reason Desc.

The textual description of the reason. (Alphanumeric, 100)

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

Line No.	The line number corresponding to the item code. The system generates this number sequentially for each line containing an item code during the creation of the material request.
Item Code	The unique code identifying the item.
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Variant Code	Variant code of the item.
Item Variant Desc.	A textual description of the item variant.
Transaction UOM	The unit of measurement of the item requested for issue from the warehouse.
Required Qty.	The number of units of the item that is requested for issue.
Authorized Qty.	The total quantity of stock authorized for issue from the warehouse to the requesting cost centers.
Issued Qty.	The total quantity of stock that has been issued to the requesting cost centers. 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.
Stock Status	The stock status of the item to be issued through the material request transaction.
Need Date	The date on which the items are needed
Usage For A/C Code	The account code, which is to be debited for the value of the item, issued through the material request transaction. System sets this blank by default.
Usage For CC	The cost center for the material request transaction. . System sets this blank by default.
Allocation Method	The method of allocation of an item from the warehouse when the request for issue is raised. The system displays one of the following options, “Max-zone bin”, “Min-zone bin”, “Zone-bin priority”, “Expiry date”, “LIFO”, “FIFO” or “Manual”. Allocation method can be amended if the issue quantity for the item variant is zero. System sets the default as None.

Lot No.	The unique number identifying the lot in the warehouse.
Sub Lot No.	The number identifying the sub-lot under the lot.
Starting Serial No.	The starting serial number of the item that is to be to be issued.
Ending Serial No.	The ending serial number of the item that is to be to be issued.
Remark Code	A unique code identifying the remark to be included as a comment while recording the production issue transaction (Alphanumeric, 6). This code must have been defined in the “Classes” component and must be in “Active” status.
Remark Desc.	The description of the remark.
Kit Code	A unique code identifying the kit. The system displays the kit code that is in “Active” status.

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.

Check the “Select” column in the multiline to select the transaction for specifying financial information and attaching notes

Click the “Short Close Material Request” pushbutton to short close the material request transaction.

The system displays an informational message. The status of the Material Request is set as “Short Closed”.

The system checks whether the item is dispositionable and the stock status of the item is “Nettable”, the disposition entry for the need date will be cancelled for the line number in the transaction. If the allocation method is chosen as a value other than “None”, the system de-allocates the item/variant in the transaction.

The system displays the following:

Created By	The login id 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 name 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 “Financial Information” link at the bottom of the page to specify 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.

Shortclose Material Request – An Overview

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 short closed.

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. All item types except non-stockable items such as “Model”, “Service”, “Kit”, “Sundry” can be requested for issue. The allocation methods supported in this page are Min-zone bin, Max-zone bin, Zone-bin priority, Expiry date, LIFO, FIFO and Manual.

You can also specify the reason for short closing the Material Request document. You can short close the material request in bulk or select a particular material request to be short closed. The status of the Material Request is set as “Short Closed”. Only transactions in “Authorized” status can be short closed.