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This report allows you to view the material request summary at BU, OU or Warehouse level. Report Information.
Select the “Material Request Summary” link under the “INVReports” business component.
The “Material Request Summary” page appears.
Enter the following field details in the “Search Criteria” group box:
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Material Request Summary For |
Use the drop-down list box to select the level at which you want to view the material request summary. The options available in the drop-down list box are “Warehouse”, “OU”, “All capital warehouses for the OU”, “All regular warehouses for the OU” and “BU”. The system displays “OU” as the default value on launch of the page. |
Note: Warehouse code is selected only if Warehouse option is chosen.
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Warehouse Code |
Use the drop-down list box to select the warehouse code. The system retrieves all the warehouses applicable for the login OU in ascending order with the first value as the default value on launch of the page. |
Enter the following details in Date Selection group box:
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Date Selection Option |
Use the drop-down list box to select the date selection option. The options available in the drop-down list box are “Any Date”, “Fin Period” and “Fin Year”. The system displays “Any Date” as the default value on launch of the page. |
Note: “Financial year” is specified only if “Fin Year” option is selected in the Date Selection Option field.
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Financial Year |
Use the drop-down list box to select the financial year. The system retrieves all the financial years defined for the company from the “Accounting Setup” component. The financial year retrieved must be on or before the system date. The values are populated in ascending order with first value as the default value. The system displays the starting date and end date of the financial year in the date from and date to fields. |
Note: “Financial Period” is specified only if “Fin Period” option is selected in the Date Selection Option field.
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Financial Period |
Use the drop-down list box to select the financial period. The system retrieves the financial periods defined for the financial year selected, from the “Accounting Setup” component. The financial period displayed must be on or before the system date. The values are populated in ascending order with first value as the default value. The system displays the starting date and end date of the financial period in the date from and date to fields. |
Note: “Date From” and “Date To” are user defined only if “Any Date” options is selected in the Date Selection Option field.
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Date From |
The starting range of date (Date Format). The date entered in Date From field must be less than or equal to the Date To field. |
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Date To |
The ending range of date (Date Format). Date To must be less than or equal to the system date. |
Note: Material Request Summary is displayed only for the date that lies between Date From and Date To.
Enter the following details in Transaction Detail Selection group box:
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Transaction No. From |
The starting range of transaction number (Alphanumeric, 18). |
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Transaction No. To |
The ending range of transaction number (Alphanumeric, 18). |
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Cost Center |
Use the drop-down list box to select the cost center. The system retrieves all the cost centers defined for the BU along with “All” option. |
For viewing the report
Click the “View Report” pushbutton to view the material request summary.
Material Request Summary – An overview
Material request is a document for requesting the issue of items from the warehouse. The request can be raised from any department or cost center for issuing the material. Material requests can be created with reference to a sale order, work order or production order or can be made without reference to a base document.
This report allows you to view the Material Request document number, Material Request date, Material Request value, Requester, Reference document number and Reference document type.
You can specify the level at which you want to view the Material Request summary that is, OU, BU or Warehouse and other search conditions for viewing the report.
Output For the Report “Material Request Summary”:
Header Information:
It displays the respective BU/OU/Warehouse, which was selected in the Entry page. It displays the Date From and Date to fields with specific dates based on the date selection option, which was chosen in the entry page of the report. It also displays Cost center code which was selected in the entry page . The Base Currency and an Unique “Report ID “ are shown at the header
Column Information:
The column fields displayed are Material Request Document No., Material Request Date, Material Request value, Requestor, Reference Document No. and Reference document type. The data is grouped by warehouse and the respective warehouse codes are will be shown above each table
- Material Request Transaction number will be displayed in Material Request document no. column.
- Date of Transaction will be displayed in the Material Request date column.
- Total Transaction value for the Material Request Qty. will be displayed in the Material Request value column.
- The employee name who requests the Material will be displayed in “Requestor” column
- Respective Reference document no. for that transaction and the type of reference document will be displayed in the “Reference doc No.” and “Reference Doc “ column as applicable. WO - Work order; PO - Production Order; SO – Sale Order represents various Ref. Documents.
Footer Information:
The date and Time of running the report will be displayed at the bottom left side of the report.
Corresponding page number will be displayed at the bottom right side of the report.