Create Maintenance Material Request – A summary of the activity

Material Request (MR) is a document through which a user department communicates the need for material (required for the execution of the work order) on a specific date, to the warehouses. For planned maintenance activities, the planning or execution documents like visit package have the complete list of material requirements but different materials may be required at different instances. Hence material request can be generated for different time frames to indicate to the stores clerk when a particular set of materials must be issued. Material request is propagated to the warehouse for the issue of material.

The relevant parts are issued from the warehouse as per the material request document. In the event of non-availability of material, the request can serve as a trigger to the material planner to initiate a purchase activity or a stock transfer from another warehouse.

Material requests can be generated automatically when a visit package is released or when the work order is “scheduled”. This is achieved by setting the appropriate option in the “Set Options” activity. You can generate a single material request for multiple work orders. Apart from the estimated material requirements, additional material (if required) could also be requested, which might need an authorization.

A unique system generated number identifies each material request transaction. The “Create Maintenance Material Request” page allows you to define the material request details.

Material request status

• Draft: All material requests will take this status on creation. This status indicates that all the details have not been specified for the material request.

• Fresh: When the material requests in the ‘Draft’ status are confirmed.

• Approved: You can approve the material request in the “Fresh” status. Once approved, the material requests will attain this status.

• Forwarded: The material request, when it is forwarded to the material controller for replenishment.

• Short-Closed: Material requisitions may be “short-closed”, if the requested material is no longer required for the work order / task execution.

• Closed: When all the materials required are issued against the material request, the material request will attain this status.

• Canceled: When the material request in the “Draft” status is cancelled.

Getting familiar with the pages inside

What you can do in this activity

Create maintenance material request

Modify part requirement details of a work order

Set advance search criteria for searching work orders

Create maintenance material request

You can create the maintenance material request, to communicate the need for the material, required for the execution of the maintenance activities.

• Use the “Create Maintenance Material Request” page, to create the material request for the maintenance activities.

Modify part requirement details of a work order

You can modify the quantity of parts required to execute a work order or work order task.

• Use the “Edit WO Part Requirements” page, to modify the quantity of parts required to execute the work order or task.

Set advance search criteria for searching work orders

You can specify advance search criteria options for searching work orders defined in the system.

• Use the “Set Advance Search Criteria” page, to specify the advance search criteria.