Momscode - Al Manarah - Material Request

Material Request

A Material Request is an internal document used to ask for materials, consumables, or finished goods for a specific project

Go to the Material Request list and Click on "+ Add Material Request"

{736E6F8F 044E 4798 925C 20B22A548005}

Material Transfer:

A Material Transfer is the process of moving items from one company warehouse to another

Select the Purpose (Material Transfer)
Enter the Required By Date
Select the Project
Cost Center will be automatically fetched
Select Required Item and Set the Quantity
Set Target Warehouse
Required By, Target Warehouse and UOM will be automatically fetched in the Item Table
Then, Save and Approve

{912CE73D AAA8 4503 934C 1D1A80274DE4}

From Material Request → Create → Internal Stock Transfer

{D7424F68 50CA 4534 B836 3DD0C202F810}

Note:

If the required Item is available in another warehouse, an Internal Stock Transfer will be initiated first. If not, a Purchase Request will be created directly through the 'Convert to Purchase Request' option

Internal Stock Transfer

Set the Source Warehouse
Available Quantity will be auto fetched
Enter the Required Quantity to be Internally Transferred
Other Details will be auto fetched from the Material Request
Save and Submit

{4F9911D2 BBF4 4E96 A395 3A53EC7C879E}

On Submission, Stock Entry will be generated automatically
The Item will transfer from Source Warehouse to Target Warehouse
The Rate will be auto-fetched from the Item price
The amount will be calculated automatically

{98AE34B5 6D25 47CB AA09 729623B01712}

Go Back to Material Request
From Material Request → Create → Convert to Purchase Request

Purchase Request

It is the formal Instruction sent to the Buying Department when Materials are not available in any company warehouse

Set Target Warehouse
Enter the Required By Date
Other Details will be auto fetched from the Material Request
Save and Submit

Note:

When creating a Purchase Request, the Item Quantity will first be adjusted based on any Internal Stock Transfers. If no Internal Transfer is available, the full Quantity specified in the Material Request will be fetched into the Purchase Request

{5EA6F525 3996 4BAC 8827 50BAF4E4D711}

After Submission you can create the following documents:

Purchase Order
Request for Quotation

{816C4EE6 73DE 4010 BCEC 4AB5DF591DC3}3149da

From Purchase Request → Create → Purchase Order

A Purchase Order is a binding contract with your Supplier that you promise to buy a set of Items under given conditions.

Purchase Order

Select Supplier
Details will be auto fetched from the Purchase Request
Amount will be calculated automatically
Fill in all other required details
Then, Save and Submit

{0729F9EE 0060 4E64 BB94 1F8730B0C1FA}

From Purchase Request → Create → Request for Quotation

A Request for Quotation is a document that an Organization sends to one or more suppliers asking a Quotation for Items

Note:

Ensure the Trading Category is added in the Supplier Details before creating Request for Quotation

Supplier → Trading Category → Item Group → Save

{DC026C71 A9F8 4136 AF93 20F0EBED86AB}

Request for Quotation

Enter the Required Date
Supplier Details are fetched when the "Get Supplier" Button is Clicked
The Item Details will be auto fetched from the Purchase Request
Amount will be calculated automatically
Fill in all other Required Details
Then, Save and Submit

{08CDBC4A 7713 4079 A2D5 D3E458D88940}

Cash Purchase:

A Cash Purchase is a simplified procurement process used for urgent, low-value, or one-off items that are bought using petty cash or immediate payment. It moves straight from a Request to a Receipt

Go to Material Request
Select the Purpose (Cash Purchase)
Enter the Required By Date
Select the Project
Cost Center will be automatically fetched
Select Required Item and Quantity
Set Target Warehouse
Required By, Target Warehouse and UOM will be automatically fetched in the Item Table
Then, Save and Approve

{2E02647E 43B9 499C AE2C EB3FB99208E0}

From Material Request → Create → Purchase Receipt

{47829B27 6F64 442E B98F 29190C930971}

Purchase Receipt

The Purchase Receipt is the official Confirmation that goods have physically arrived. It is the only action that increases your Stock balance in the system

Select Supplier
The Rate will be automatically fetched from the Item price
The Total Amount will be calculated automatically
Fill in all other Required Details
Then, Save and Submit

{F796321C A931 4254 95F4 1618F259BAD2}

After Submission you can create Purchase Invoice