BY-Material Request Creation

Executed by

Various Department

Processes trigerred from

1. Campaign Management
2. PO-based Procurement
3. Service/Contract based Procurement
4. Non Po based Procurement

Navigation

Home > Select Buying Module > Select Material request Creation

Steps

1. Click Add Material Request

2. Enter Purpose for creation Material request

3. Verify Requesting department & name of the requestor

4. Enter type of Purchase

-Opex (Operating Expenses): These are the regular costs of running the business, They are typically recurring and necessary for the business to function

-Capex (Capital Expenditures): These are costs related to acquiring or upgrading physical assets like property, equipment, or machinery. Unlike Opex, Capex is typically a one-time or infrequent expense.

-Marketing working budget : It will be used for sales and marketing department for Campaign Run Cost

5. Enter item code required to be procured
6. Enter Required by
7. Enter Quantity & Unit Price

7. Open Edit Line item to enter accounting Dimension

8. Enter Accounting dimentions as per Purchase Type

   Accounting Dimensions Cost Center & Profit Center are mandatory.

   -In case of a Purchase Type Marketing Working Budget - Cost Center, Profit Center, and Marketing Segment are Mandatory & must be specified.

   -In case of Purchase type Opex & Capex -Cost Center , Profit Center are Mandatory & must be Specified.

9. Save

Note: Submit will be done only after Approval process from Reporting head, Head teacher & Head of Department