Material requests
The bookshop expects demand for 200 exercise books next term. A material request records that need and the intended warehouse, giving procurement a source for sourcing and ordering.
Prepare the request
- Open Procurement > Material requests > Requests and select New document.
- Check Document date, Required by and Currency. Add an internal note explaining the need.
- Select each item, describe it and enter the quantity and unit. Review the target warehouse and available expense information.
- Check the draft total. Use the adjacent save action to keep a draft, or Create and submit purchase request when authorized.
Review a budget warning
If budget control warns or blocks the request, inspect the intended account, cost centre and available plan. Obtain an approved revision where needed. Selecting an unrelated expense account would hide the commitment from the right budget.
Use the submitted request
A submitted request can be chosen as a source while preparing a request for quotation or purchase order. Review the carried-forward lines instead of retyping them, so later fulfillment remains connected to the original need.
Submitting the request does not receive goods or pay a supplier. Check its fulfillment status after downstream documents are submitted.