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Material Request

The Material Request module is used to request raw materials or components from a central warehouse or another production location. It ensures that the exact items required for a specific Production Order and Batch are available at the right time for execution.


Viewing Material Requests

The main dashboard provides a paginated list of all requests with their current state, allowing for easy tracking of supply chain status.

Status Indicators

StatusLabelDescription
DRFTDraftThe request is being prepared and has not been sent yet.
PNDPendingThe request has been sent and is awaiting warehouse processing.
PCKINTPick InitiateThe warehouse has started picking the items for delivery.
DLVDDeliveredThe materials have been received at the requesting location.

Creating a Material Request

To create a new request:

  1. Navigate to Material Request and click Add New.
  2. Select Locations:
    • Request From: Automatically set to your current production floor location.
    • Request To: Choose the source storage location (e.g., Raw Material Store).
  3. Select Order & Batch:
    • Choose the relevant Production Order.
    • Select the specific Batch. The system will flag if a draft already exists for this batch to prevent data collisions.

Item Entry Workflow

There are two primary ways to add items to a request, ensuring flexibility for both standard and additional requirements:

Click the Generate button. The system automatically fetches all components defined in the Bill of Materials (BOM) for the selected batch.

  • It pre-fills quantities based on standard BOM requirements.
  • It displays the PO-BOM Qty and any Received Qty already processed for full visibility.

2. Manual Entry

Click Add New in the items table to manually add components or extra materials.

  • Part No Search: Use the autocomplete field to search for items by code or name.
  • Unit of Measure (UoM): Automatically populated based on the item master data.

Validation & Constraints

The system includes strict guards to ensure accurate material management:

  • Available Balance: The system prevents requesting a quantity that exceeds the remaining BOM balance (PO-BOM Qty - Received Qty).
  • Duplicate Prevention: You cannot add the same Part Number multiple times in a single request.
  • Draft Locking: If a batch has an existing "Draft" request, you must continue that draft or resolve it before started a new one.

Saving and Sending

When you finish entering items, click Save. You will be presented with two choices:

  • Save as Draft: Keeps the request in DRFT status. It remains editable and is NOT visible to the warehouse.
  • Send Request: Sets status to Pending (PND). This finalized state notifies the warehouse to begin picking and delivery.

Summary

The Material Request module optimizes inventory flow by:

  • Automating item entry through BOM templates.
  • Enforcing strict quantity limits based on actual production orders.
  • Tracking real-time material movement status.
  • Preventing double-entry and redundant draft requests.