Understanding Material Requests

Understanding Material Requests

Overview

This article gives you an overview of Material Requests (MR) in iVendNext, a key feature for managing inventory and procurement. 




1. Purpose of Material Requests

Material Requests serve several purposes in iVendNext, depending on the nature of the request:


Purchase: When materials need to be purchased from a supplier.

Material Transfer: When materials need to be moved from one warehouse to another.

Material Issue: When materials are issued for manufacturing or other internal purposes.

Manufacture: When materials are required for production.

Customer Provided: When materials are provided by the customer for specific projects.


Material Requests help centralize the procurement process, ensuring that all departments can request materials efficiently.


2. Types of Material Requests

iVendNext supports various types of Material Requests, each serving a specific purpose:


  • Purchase: Used when items need to be purchased from a supplier.

  • Material Transfer: Used to move items between warehouses.

  • Material Issue: Used to issue items for manufacturing or other internal purposes.

  • Manufacture: Used when items need to be produced internally.

  • Customer Provided: Used when items are provided by the customer.



3. Step-by-Step Guide to Creating a Material Request

Creating a Material Request in iVendNext is a straightforward process. Follow these steps:


  1. Navigate to the Material Request List: Go to Home > Stock > Material Request.

  2. Click on "Add Material Request": This will open the Material Request creation screen.

  3. Fill in the Details:

    • Required Date: Specify the date by which the materials are needed.

    • Purpose: Select the purpose of the request (Purchase, Transfer, Issue, etc.).

    • Items: Add the items required, along with the quantity and warehouse.

    • Required By Date: Set the date by which each item is needed.

  4. Save and Submit: Once all details are filled in, save and submit the Material Request.




4. Automating Material Requests

iVendNext allows you to automate Material Requests based on specific triggers:


From Sales Orders: Material Requests can be generated automatically from Sales Orders, ensuring that items are available to fulfill customer orders.


From Production Plans: Material Requests can be created based on production plans, ensuring that materials are available for manufacturing.


Based on Reorder Levels: When stock levels fall below a predefined reorder level, Material Requests can be automatically generated to replenish stock.


To enable automatic Material Requests, go to Stock > Setup > Stock Settings and configure the reorder levels in the Item Master.




5. Material Request Statuses

Material Requests can have different statuses, indicating their current stage in the workflow:


Status

Description

Draft

Saved but not submitted.

Submitted

Submitted for processing.

Stopped

No further materials are needed.

Canceled

Request canceled due to no longer needing materials.

Pending

Awaiting completion (e.g., purchase or manufacturing).

Partially Ordered

Some items ordered; others still pending.

Ordered

All items ordered via Purchase Orders.

Issued

Materials issued using a Material Issue Stock Entry.

Received

Materials received at the warehouse via Purchase Receipt.

Completed

All requested items have been fulfilled.



6. Best Practices for Managing Material Requests


Centralize Procurement:

Use Material Requests to centralize procurement across departments, ensuring better control over inventory.

Automate Where Possible:

Automate Material Requests based on reorder levels, sales orders, or production plans to reduce manual effort.

Monitor Statuses:

Regularly monitor the status of Material Requests to ensure timely fulfillment.

Use Barcode Scanning:

For faster item entry, use barcode scanning to add items to the Material Request.


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