How to Add Material Requisitions

In this topic, we'll show you how to add Material Requisitions.

  1. Click on the Material Management  module from the left navigation. 

      

  2. Click on Requisition Dashboard.

      

  3. Click on the Add New Request button located on the top right corner of the screen.

      

  4. Click on the Designated Reviewer drop down and select the designated reviewer from the drop down list.
    Note: Designated Reviewer will receive the requisition for review before it will be listed in the Requested Material list for creating Purchase Orders.

      

      

  5. Enter delivery contact person name in the Delivery Contact Person(DCP) input box.



  6. Enter requested delivery point in the Requested Delivery Point input box.



  7. Click on the Attach Files drop down.



  8. Select the Attach From Computer option and select the files that you want to attach with the Material Requisition.
    Note: You can also attach files from other cloud file storage services such as Google Drive, Dropbox, Box, ShareFile or One Drive. When you choose to attach files from a cloud service the system will ask for your permission to connect with the file storage service of your choice.



  9. Click on the Add Materials link.



  10. Select the checkboxes located next to the IDs of the materials that you want to request and click on the Add button.



  11. Enter the quantities of the materials in the Quantity input boxes. You can add other relevant information as needed in the form such as Requested Delivery Date, Workpackage etc.

      

  12. Click on the Submit Request button.



  13. A request will be sent to the Designated Reviewer. Once approved it will be listed in the Material Requests list.

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