Inventory Management System

Generate- Recommend-Approve Material Request

Cooption Enterprise Resource Planning Solution 2015

May 20, 2020

Generate MR

MR Generate

 Move Cursor from Main menu to Material Request and Click „Generate‟ Task.
 Application User Interface appears with Current date (MR
Date) populated and the Combo Boxes/Remarks/Grid remains blank.
 While loading the Generate page, „New‟ Button is already activated and remains at dim
status, turning „Save‟ and „Cancel‟ Buttons lit up, waiting for entries. Application generates the

MR No. when „Save‟ Button confirms the Entry Session is successful.

 Just click the Calendar if the transaction MR Date needs to be changed.

Select the Current date or a Date ahead of available system date, if not, an Error message is
thrown as,

 Appropriate Store Name(s) are mapped to Cost Centre and Work Location in which the end
user is registered and assigned. At a glance, populated default Store Name can be seen.
 Select the Activity and Item Group. Contents will be populated
 Afterwards, the „Packaged Accessories‟ mapped to relevant Connection diameters, will be
populated on the Item Details Grid
 Purpose, provides sufficient space for a brief description about the (items) materials being
requested. ( e.g. Construction of a drawing room)
 Unit, Quantity requesting and required by Date are only columns subjected to change.
 Initially the first line is opened for modification. Click „Save‟ for accepting the changes.
 Click „Cancel‟ tends to leave any changes and move to next most items.
 Click „Change‟ allows provisions for any modifications.

 Click „Delete‟ removes the line from the Grid

Packaged Accessories

Item Details Grid

Accessories

Add new Item

Search Icon
Save Cancel

Change Delete
 Add new Item

 Cick inserts a blank row at the bottom, provisions for any item not available in the
populated grid.

 Click guides the End users to Line Item Search, which filters a specific Item selected in
the Grid into Category/SubCategory. When the Request box is „ticked‟ the selected item will
be moved and inserted to the grid.
 Click „Save‟ Button, for finalizing the MR entry or „Cancel‟ Button to withdraw the session.

 Prior to Saving the MR document, the application

ensures four (4) compulsory entries and prompts
with an error message as shown;
 Filling the each entry, No. of error messages can be
minimized.
 Finally, the application Captures the MR as a
completed document.
 Click „OK‟ at the last message box, when Message
“ Do You Want to Save MR” Prompts as shown

 Click „OK‟ at the message box, and the application generates a MR ( Refer the MR No. in the
example given 00061-2020-MR-6) with a message “The MR-CostCenter-Year-MR-NNNN is
Saved)
 Click „Cancel‟ at the message box, in the case the user decides to withdraw the document.
 Depending on the varying user requirements, there can be an instaces where the
Administration Clerk be requested by the Colleagues/Immediate Superiors, to amend the
Material Request. Subsequently, the revised MR will be „Saved‟ again while showing a
message „The MR-00061-2020-MR-6 is Updated‟.
 Proceeeding to the next interface (Approval/Recommend), knowing the Status of MR (work-
in-process) is vital a step. In order to monitor and retrieve MR, Application facilitates the MR

Search

 Submitting desirable date range, MR Nos. will be listed down (most earliest to latest) with
related data accordingly. Observing the Status of the MR, the User decides the next available
step to be excecuted.
 In the given example, the MR posessing the Status „Raised‟ is can be processed in the
Approve stage and so forth. Just click on the MR Number „00061-2020-MR-6‟ which will
retrieve and populate the entire record into the „Approve‟ Interface
 Status Raised

 When the Message “Do You want to Close” is Prompted as shown below, the application will
quit and return to Home Page
 Provisions are given for the removal of Material Request, prior to next immediate stage
“Approval”. Clicking the „Remove‟ button at Task Bar, Application will be prompted by the
message “Do you want to Remove MR”
 Clicking “OK” button, results to remove the MR. (if the user decides to withdraw the removal

of MR)
Confirming the permanent removal of MR (00061-2020-MR-6) was done by Clicking „OK‟.
Applying the same MR No. in the Capture Interface and Click „View‟. The immediate response will

be, there is no MR by that Number.

Similarly, if MR No (00061-2020-MR-6) is fed in to Generate Interface and Click „View‟, the

response will be, “No MR found”.