Material Requisition in Accoxi

A Material Request is sent internally within a company to obtain purchased goods and services, including stock.

Item Request

MATERIAL REQUISITION

A Material Request is an internal document used within a company to request the procurement of goods and services, including stock. This request provides detailed information to the purchasing department or manager, specifying the items and services needed, along with details such as quantity, source, and associated costs.

MATERIAL REQUISITION IN ACCOXI

Accoxi offers an Item Request system that allows users to submit requests for the transfer of goods, facilitating the movement of items between the Head Office and Branch or among different branches.

Item Request In Accoxi 3

Material Requistion

Key Features:

  1. Detailed Display:
    • Displays item request details, including request mode, date, quantity, amount, etc.
  2. Status Tracking:
    • Allows users to track the current status of the request (pending, completed, rejected, or deleted).
  3. Pending Quantity:
    • Shows the pending quantity for each stock request along with amount details.
  4. Deleted Item Identification:
    • Easily identifies deleted item requests through color formatting.

To access the Item Request system:

  • Click on the Inventory module.
  • Select the Item Request option.

Upon selecting Item Request, it will open the Item Request Search page.

MATERIAL REQUISITION SEARCH

The Item Request system comprises various menus that display detailed information about the requested products, including request mode, date, quantity, amount, etc.

Data Available in Item Request Search

Field

Description

Date

The date column displays the date of the item request, indicating the day on which the item request was generated.

Reference No

The source reference number aids users in identifying transfers within records, serving as a continuation from the previous transfer form.

Sender

This column indicates the originator of the item request.

Receiver

This column displays the recipient of the item request.

Request Mode

This column reveals the request mode for the specific item request, indicating whether it has been sent or received.

Total Quantity

It indicates the overall quantity of the item requested.

Amount

This column displays the total amount for the specific item request.

Status

It indicates the current status of the item request, which could be pending, completed, rejected, or deleted.

MENUS AVAILABLE IN MATERIAL REQUISITION SEARCH

Menus Available In Material Requisition Serach Screen

When the user clicks on the "Material Requisition" option, it opens the "Item Request Search" page, which includes various menus and details of all the created requests.

Field

Description

1. Filter

Users have two methods to filter item request details. They can either directly input the request name into the search bar adjacent to the filter option or utilize the filter menu. In the filter menu, users can refine data by date, request mode, source, or status. To filter by status, users must choose the desired request status. When selecting the by-date option, users are required to input both the start and end dates of the item request, and the data will then be displayed based on the specified date range. Choosing a request mode or source in the filter tab will present data according to the applied filter.

2. Refresh

If the most recent data is not visible, click on the refresh icon located in the top right corner of the page to retrieve the updated information.

3.+New Material Requisition

To initiate a new item request, users can click on the menu and select "+New Material Requisition." This action opens a new material requisition form where the user is required to input the necessary details to create the new request.

4. Export

To export the material request list to Excel format, locate the export button at the top right corner, situated near the "+New" button. Click on the export button, choose the file location, and then click on save to initiate the export process.

5. View

This menu option allows users to view the created material request form by clicking on the view icon. Upon selecting the view icon, it opens the material request view page for detailed examination.

6. Settings

This menu comprises two options: "Edit" and "Delete." The "Edit" option allows users to modify the material request form before its verification. However, this option is only visible before the stock transfer verification. Once the transfer is verified, the edit menu becomes disabled, preventing further modifications.

On the other hand, the "Delete" option empowers users to remove the created material request form.

7. Deleted

Deleted item requests are visually represented in color format, with the color red indicating that the request has been deleted.

8.Pagination Control

This feature manages page navigation and page size within the system. Users can set the page size to 10, 20, 50, or 100 entries. Additionally, they can input a specific page number in the designated box and navigate to that page by clicking the "Go" button.

9.Exit

Below the pagination control, an exit button is provided. If a user wishes to exit from the item request search page, they can click on the exit button to navigate away from the current page.

Material Requisition Creation Screen

Steps to Create a New Material Requisition:

  1. Click on the "Inventory" module and select the " Material Requisition" option.
  2. The Item Request search page will appear on the screen. Click on the "+ Material Requisition" menu on the top right side of the page.
  3. After selecting the option, a new form for the Material Requisition page will appear. Enter the date, destination, and description for the Material Requisition.
  4. Enter the product details that you want to transfer, along with the quantity.
  5. After entering the details, click on the "Save" option to create an item request.

Field

Description

Reference Number

The reference number helps the user identify requests in records. It will automatically appear on the request form, and the user can't edit the reference number, as it will be the continuation of the previous Item Request.

Description

In this field, the user needs to enter additional explanations or details regarding the Item Request.

Date

The date will automatically appear in the date field, and users can modify the date as needed.

Destination

The user needs to enter the destination to which the request is being sent. The destination is the place where the stock is either coming from or being sent.

Product

In this field, the user can enter the products for transfer.

Batch

When the user enters the product name, they can choose the required batch, which will appear for the selected product.

Quantity

In this field, the user needs to enter the required quantity for the product transfer request.

Rate

The rate of the product will automatically appear in the field after selecting the product, and the user cannot edit the rate in the field.

Amount

The amount of the product will automatically appear in the field after selecting the product for creating a stock transfer, and the user cannot edit the amount of the product as it has already been fixed, and the field is blocked.

Delete  

This menu allows the user to delete unwanted items after entering the products in the field.

Save

Click on the "Save" menu to save the details entered and create an item request.

Clear

The "Clear" menu is for removing or cancelling the details on the page.

Exit

The "Exit" menu is used to go back to the previous page without saving the stock request form.

MATERIAL REQUISITION VIEW

Material Requistion View Screen

Field

Description

Edit

This menu allows the user to edit the Item Request form. By clicking on the menu, it opens the page of Item Requests, and the user can edit the stock transfer order. After making the necessary changes in the form, click on the "Update" menu to save the modifications.

Export To PDF

This menu enables the user to export the Item Request form to PDF format and save it on the system.

Print

If the user wants to take a printout of the Item Request form, it can be done by using the "Print" menu on the top right side of the Item Request.

 

When the user clicks on the Print menu, a new tab will appear on the screen containing details regarding the print. Users can set the page range, page height, and width, and enter the required number of copies. By clicking on the Print button, the user can obtain a printout of the Stock Transfer form.

More Options

This menu includes a delete option for Item Requests. Users can delete the Item Request by clicking on the "Cancel" option.

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