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| Material Request |
A Material Request is a simple document identifying a requirement of a set of Items (products or services) for a particular reason.
To generate a Material Request manually go to:
Buying > Material Request > New Material Request
Step 1
A Material Request can be generated:
- By a User.
- Automatically from a Sales Order.
- Automatically when the Projected Quantity of an Item in stores reaches a particular level.
- Automatically from your Bill of Materials if you use Production Plan to plan your manufacturing activities.
Step 2
In the Material Request form,
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Fill in the Items you want and their quantities.
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If your Items are inventory items, you must also mention the Warehouse where you expect these Items to be delivered. This helps to keep track of the Projected Quantityfor this Item.
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You can optionally add the Terms, using the Terms and Conditions master and also the reason.
Info: Material Request is not mandatory. It is ideal if you have centralized buying so that you can collect this information from various departments.
Authorization
If you want your Material Request to be authorized by a senior person like a Purchase Manager then you can give “Submit” rights only to that person. Everyone can create requests, but only the authorized person can “Submit”.