Internal Material Requisition

Module Guide: Internal Material Requisition

Module Location

Inventory > Internal Material Requisition

Module Objective

The Internal Material Requisition module serves as a formal system for departments within the company to create a request to withdraw materials (such as raw materials, spare parts, or office supplies) from the warehouse. This process creates a Material Requisition document that can be tracked, approved, and becomes the basis for the warehouse to issue the goods.

1. Main View (Requisition List)

The main page of this module displays a list of all internal material requisition documents that have been created.

View Explanation

• View: This page is a history of all internal material requests. You can see the Request No., requesting Department, a brief Description, and the Approval Status.

• Filters: You can search for a specific document by number, a Date range, or Item/Service Category.

• Action Buttons:

  • [New]: The primary button to create a new internal material requisition.

2. Steps to Create an Internal Material Requisition

Step 1: Create a New Requisition

From the Main View, click the [New] button to open the Add Requisition form.

Step 2: Fill in Header Information

• Fill in request details such as the Request Type.

• Select the CostCenter (the department requesting and bearing the cost).

• Provide a clear Description regarding the purpose of the material request.

Step 3: Detail the Requested Items

1. In the table at the bottom, click the [+] icon to add a row.

2. Search for and select the Item/Service Code that you need.

3. Enter the requested quantity in the Quantity column.

Step 4: Submit the Requisition

After all the requested items have been entered, click the [Confirm] button to save and submit your request for the approval process.

Workflow & Integrated Business Process

• A created and confirmed requisition will go to an Inbox to be approved by a superior or department head.

• After approval, this requisition becomes the basis for the warehouse team to prepare and issue the goods, which is usually recorded via an Internal Delivery Order.

Tips & Important Notes

• This module is an important control tool for tracking internal material usage and charging its cost to the correct department.

• Ensure you select the correct CostCenter so that the internal cost allocation is accurate.