Request For Material

Request For Material

A Request For Material is a simple document identifying a requirement of a set of Items for a particular reason.

A Request For Material can have the following purposes:

• Purchase: If the material being requested is to be purchased.
• Material Transfer: If the material being requested is to be shifted from one Warehouse to another.

A Request For Material can have the following type:

• Individual: For Individual Item Request.
• Project: If the material being requested is for a Project.

To access the Request For Material list, go to:

Home > GSD > Purchasing > Request For Material

1. How to create a Request For Material

1. Go to the Request For Material list, click on New.
2. Enter the required by date.
3. Select from one of the type as listed above.
4. If Request For Material for Individual - Select Employee
5. If Request For Material for Project - Select Project
6. Enter the Item Name and set the quantity.
7. Select the Warehouse to which Items are required.
8. Save and Submit.

1.1 Statuses

These are the statuses a Request For Material can be in:

• Draft: A draft is saved but yet to be submitted to the system.
• Accepted: On Submit the Request For Material will notify the Accepter defined in One FM Purchase Settings to Accept or Reject the Request For Material.
• Approved: On Accept the Request For Material will notify the Approver defined in One FM Purchase Settings to Approve or Reject the Request For Material.
• Rejected: The Request For Material can be Rejected by the Accepter or the Approver.
• Cancelled: The materials are not needed at all and the request is canceled.

2. Features

2.1 Items table

• Set Item Name, description, quantity, UoM

2.2 After Approval

You can create the following documents:

• Request For Purchase
• Material Transfer by using Stock Entry.