Authorizing material request

This page allows you to modify the material request details before authorization . Tell me more

Select the “Authorize Material Request” link displayed at the bottom of the “Material Request Selection” page.

The “Authorize Material Request” page appears.

The system displays the following field:

Date Format

The format in which the date fields are displayed. This format is displayed from the "User Preferences" business component based on the login user ID. If the format is not defined, the will system display the date format from the “Enterprise Modeling” business component by default.

The system displays the following fields in the “Material Request Details” group box:

Material Request #

The material request number for which the details must be authorized.

MR Priority

The priority of the material request. The system lists all the “Active” MR priorities specified in the “Maintain Material Request Priority” page in the “Logistics Common Master” business component.

MR Class

The class to which the MR belongs. The system displays one of the following:

Maintenance – This indicates that the MR is created for maintenance requirement.
General – This indicates that the MR is created for a general kind of requirement.

If the MR Class is selected as “General”, the system ensures that the stock status is not selected as “PBH” for any of the parts.

MR Type

The type of the material request

The system displays one of the following:

Planned – This indicates that the material request is raised due to planned maintenance activities or execution documents, which contains the list of materials required.
Unplanned – This indicates that the material request is raised from the unplanned maintenance activities such as the line station.

Warehouse #	The number identifying the requested warehouse where you are located.
Warehouse Description	The textual description of the warehouse.
Need Date	The date on which the parts will be consumed or needed

Enter the following field if you wish to change the user status:

User Status

Use the drop-down list box to select the user-defined status for the material request. The system lists all the user status defined in the “Create Quick Codes” activity. The system the leaves the field blank by default.

The system displays the following fields:

Request For	Indicates whether the material request is created for internal parts, customer parts or both the internal and customer parts. The system displays the options “Internal”, “Customer” or “Internal And Customer”.
MR Category	The category to which the material request belongs.

The system displays the following fields in the “Customer Information” group box::

Customer #	The code identifying the customer.
Customer Name	The name of the customer.

The system displays the following fields in the “Material Request For” group box:

Aircraft Reg #	The aircraft registration number for which the parts are required. If the Stock Status selected is “PBH”, the system ensures that the aircraft is under “PBH”.
Component #	The component ID for which the materials are required. If the Stock Status selected is PBH, the system ensures that the component is under “PBH”.
Work Center #	The number identifying the work center where the parts are required
Station #	The number identifying the station where the parts are required

The system displays the following fields in the “Reference Document Details” group box:

Ref. Document Type	The reference document type based on which the material request is prepared. The system displays blank or one of the following:
	Aircraft Maint. Exe. Ref. # – The Aircraft Maint. Exe. Ref. # transaction number.
	Others - Any document other than line work order, component work order or Aircraft Maint. Exe. Ref. # .
Note: If the settings in the common logistics master allow only the direct work order to generate material, then do not allow the calling components ( Component work order) to generate material request.
Ref. Document #	The reference document number based on which the material request is prepared.
Requesting Location	The organization unit from where the material request is prepared.
Requester	The number identifying the employee who made the request for the part. The employee name will be displayed alongside.

The system displays the following fields in the “Accounting Details” group box:

Account Usage	The type of the accounting usage to be used.
Costing Usage	The type of the costing usage to be used.

Check the one of the following boxes in the “Options’ group box:

Hard Allocation Required

To indicate that the parts must be reserved or hard allocated for the material request transaction. The system uncheck this check box, if the MR class is “Replenishment”.

Issue in Single Lot

To indicate that the part has to be issued in a single lot.

The system displays the part type selected in the “Create Material Request” activity, which could be Component, Expendable, Tool, Consumable, Raw Material, Kit or Others.

The system displays the following fields in the “Part Details” multiline:

Note: The system displays or hides the Mfr. Part # and Mfr. # based on the options set in “Set Inventory Process Parameter” activity in the “Logistics Common Master” business component.

If the “Enable Manufacturer Part # control in transaction” is set as "Yes", the system displays both the Mfr. Part # and Mfr. # in the multiline.
If the “Enable Manufacturer Part # control in transaction” is set as "No", the system hides both the Mfr. Part # and Mfr. # in the multiline.

Line #	The number identifying the row in the multiline in which the part is entered.
Requested Part #	The number identifying the part for which the material request is raised. The system ensures that the Aircraft Model is mapped to the Request Part #, if the Set Option “Part # - Model # Effectivity Check” is set as “Enforce” in the “Stock Maintenance” business component. If the Stock Status selected is PBH, the system ensures that the requested part is under “PBH”.
Mfr. Part #	The number provided by the manufacturer of the part.
Mfr. #	The code identifying the manufacturer of the part.
Part Description	The textual description of the part.
Part Type	The type of the part.
Reqd Qty	The total quantity of the part required.
Reqd UOM	The unit of measurement of the parts is required.

Enter the following fields:

Authorized Qty

The total quantity authorized for the part. Mandatory

The quantity entered here must be greater than zero and less than or equal to the required quantity entered in the “Reqd Qty” field. The quantity must be an integer if the UOM specified for the requested part does not support fractions.

Stock Status

Use the drop-down list box to select the status in which the part is required. The system lists all the active user-defined and system-defined stock statuses that are mapped to the transaction type ”Material Request”, in the “Create User-defined Stock Status” activity of the “User Defined Stock Status” business component.

Data entry conditions stock status drop-down list box

The system displays the following fields:

Available Qty	The quantity of part available in the warehouse
Stock UOM	The unit of measurement in which the part is stocked

Enter the following field:

Preferred Condition	Use the drop-down list box to specify the condition of the part. The following are the conditions available:
	New – Select his option to indicate that the part must be a new or purchased recently.
	Overhauled – Select this option to indicate that some maintenance action or servicing must be done on the part, and that the part has not been used after servicing.
	Serviceable – Select this option to indicate that the part must be in a usable condition.
	Unserviceable – Select this option to indicate that the part can be in the unusable state. The system displays the condition if the part type is "Component" Leave this field blank if you do not wish to specify the condition.

The system displays the following fields:

Issue Basis

Indicates whether the part is a “Returnable”, “Non Returnable” or “Core Returnable” part. “Returnable” indicates that no other part can be returned other than the issued part.

Enter the following:

Exp. Return Date

The expected date on which the part must be returned (Date Format) Data entry in this field is mandatory if the “Issue Basis” is “Returnable”. The date entered here should be equal to or later than the current server date.

The system displays the following fields:

Planning Type	The part planning type
Hard Allocated Qty	Indicates the quantity of the part that is physically reserved for both the disposition and non-disposition part
Reserved Qty	Indicates the quantity of the part that is reserved for the disposition part.
Alternate Allowed?	Displays “Specific Alternates” if alternate part numbers can be considered, when the requested part number is not available. Displays “Not Allowed”, if alternate part numbers cannot be considered.

Enter the following field:

Substitute Part #	The number identifying the alternate part that can be used if the part entered in the “Requested Part #” is not available
	The part number must have been defined in the “Create Part Main Information” activity of the “Part Administration” business component, and must be in the “Active” status.
	If the “MR Class” is “Maintenance”, the usage of the part must also be “Maintenance”.
	The part type and the planning type of the substitute part must be the same as the requested part, but the substitute part number should not be the same as the requested part number. The system ensures that the Aircraft Model is mapped to the Request Part #, if the Set Option “Part # - Model # Effectivity Check” is set as “Enforce” in the “Stock Maintenance” business component. Help facility available.

Note: Ensure that the part number entered here is a valid direct alternate part or a conditional alternate part for the requested part, as defined in the “Maintain Alternate Part Nos” activity of the “Part Administration” business component. This is applicable, if the “Request For” is set as “Internal”.

Note: Ensure that the part number entered here is a valid direct alternate part, conditional alternate part or customer-specific alternate part for the requested part, as defined in the “Maintain Alternate Part Nos” activity of the “Part Administration” business component. This is applicable, if the “Request For” is set as “Internal And Customer” or “Customer”, and the customer number is specified in the header.

The system displays the following fields:

Substitute Qty	The total quantity of alternate or substitute part required.
Substitute Part Description	The textual description of the alternate or the substitute part.

Enter the following:

Remarks

General comments regarding the part details

Note: Ensure that the combination of the requested part, the stock status and the preferred condition is not repeated in the multiline.

Check the box in the “Select” column of the multiline to mark the requested part for deletion.

Click the “Delete” pushbutton to delete the part selected in the multiline.
Enter the following fields in the “Other Details” group box:

User -defined Details – 1	Additional details pertaining to the material request defined by the user.
User-defined Details – 2	Additional details pertaining to the material request defined by the user.
Delivery Instruction	You can provide general instructions regarding the delivery of the part.
Remarks	Additional remarks pertaining to the material request. Typically, the reason for creating the material request can be entered here (Alphanumeric, 255).

Enter the following field in the “Attachments” group box:

File Name

Enter the name of the file used for document reference that is associated with the material request (Alphanumeric, 50).

Help facility available.

Select the “View File” link alongside to view the reference document file.

The system displays the following in the “Record Statistics” group box:

Created By	The name of the user who created the material request.
Created Date	The date on which the material request was created
Last Modified By	The name of the user who last modified the material request.
Last Modified Date	The date on which the material request was last modified

Authoring material requests

Click the “Authorize Request” pushbutton to authorize the material request.

Note: This action is workflow-enabled. Notification messages can be sent and you can configure further processing of this document in the "Workflow Management" business component.

Note: You cannot authorize a request, which is already in the “authorized” status or in “Cancelled” status.

The system regenerates the line number if any of the requested part is deleted.
The system sets the material request as the “Authorized” status.
If the authorized quantity is the same as the requested quantity, the system converts the plan demand to the “Firm” status.
If the authorized quantity is less than the requested quantity, the system modifies the demand and converts the plan demand to a firm demand
If any part displayed in the multiline is deleted the system deletes the plan demand for those part numbers.
If this page is invoked from business components other than the “Material Request” business component and only if the “Reservation” flag is set as “Yes”, the above three are updated.
If the “Issue in Single Lot” box is checked and if the stock is partially available, the system creates an issue document only for the partially available quantity, on authorizing the material request.
If the “Hard Allocation Required” box is checked for the material request and the stock is available for the requested part in the specified warehouse, then the system allocates and creates a stock issue document for the specified quantity of the part.
If the requested part is not available and the alternate part specified by the user is available in the specified warehouse, then the system allocates and creates a stock issue document for the same.
If the requested part is not available and if the MR allows alternates and if any of the alternate part specified for the requested part in the “Part Administration” business component is available, then the system allocates and creates a stock issue document for the same.

If the requested part, specified alternate part or the substitute part is not available in the specified warehouse, the system allows stock transfer. The stock transfer will be based on the demand/receipt pegging preference option “Direct Alternates”, “Cust. Specific Alternates” or “Alternate Stock Status”, specified in the “Set Options” activity of the “Stock Demand Management” business component. If the parameter "Confirmation of Stock Transfer Issue generated during Auto Inter Warehouse Transfer based on Warehouse Matrix definition" under category “Process Automation” in the Set Warehouse Process Parameters activity is set as ‘1’, on authorization of MR, the system generates the related stock transfer issue in the ‘Confirmed’ status for the warehouse from which the part is transferred.
If the requested part or the specified alternate part is not available in the specified warehouse and the requested part or the alternate part is available in any other warehouse defined in the “Set Options” activity of “Stock Demand Mgmt” business component , then the system allocates and creates a stock transfer issue document for the same.
If the specific serial # for a part under requested ownership/stock status is not available in the warehouse, the system considers the same serial # available under alternate ownership/stock status (as defined in UDSS component) Free/available for allocation. Similarly, any quantity of the requested serial # available under valid alternate stock status in a transfer warehouse will also be considered for allocation to the MR. However, for these to happen “Alternate Stock Status“ must be allowed in the Set Options activity of the Stock Demand Management component for the warehouse.

Note: The system generates the issue document number based on the numbering type set for the specified warehouse, in the “Create Numbering Type” activity of the “Document Numbering Class” business component. If the numbering type is not available for the specified warehouse, then the system generates the issue document number based on the numbering type set in the “Set Options” activity of the “Stock Demand Management” business component.

Note: If the preferred condition for the requested part is available, then only those parts with the specified condition will be allocated to satisfy the pending material request.

Note: While allocating the parts, material requests of “AOG” priority are satisfied first.

Note: The system automatically prints the “Material Movement Document” on creation of issue document for the parts.

If the “Hard Allocation Required” box is checked for the material request and the requirement type for the part is set as “Specific”, then the system reserves the specified quantities of the preferred serial numbers and lot numbers of the part.
The request cannot be authorized, if the inventory option settings for issue to component work order in the “Logistics Common Master” business component is set as "Issue as work order".
The request cannot be authorized, if the inventory option settings for issue to line work order in the “Logistics Common Master” business component is set for "Issue as work order".

Status of General/Maintenance stock issues

If "Confirmation of General Issue generated during Authorization of Material Request"/ "Confirmation of Maintenance Issue generated during Authorization of Material Request" parameter under the category “Process Automation” in the “Set Warehouse Process Parameters” activity of Storage Administration is '1' for the warehouse, on authorization of a General/Maintenance material request, the system generates the equivalent stock issue in ‘Confirmed’ status.
However, if "Confirmation of General Issue generated during Authorization of Material Request"/ "Confirmation of Maintenance Issue generated during Authorization of Material Request" is ‘0’, the status of the equivalent stock issue automatically generated on authorization of material request will be ‘Fresh’.

Generating MMD reports for issued parts

If the status of the General/Maintenance stock issue generated on authorization of a General/Maintenance material request is ‘Confirmed’ and, if the process parameter "Print MMD for General Issue generated in Confirmed status during Authorization of MR"/”Print MMD for Maintenance Issue generated in Confirmed status during Authorization of MR” under the category Stock Management Report in the Set Inventory Process Parameters activity of Logistics Common Masters is '1', the system automatically generates MMD report for such stock issues.

Generating MMD reports for transferred parts

If the process parameter “Print MMD for Stock Transfer Issue generated in Confirmed status during Inter Warehouse Transfer processed from Plan Materials screen” under the category “Stock Management Report” in the “Set Inventory Process Parameters activity in Logistics Common Master is ‘1’, the system automatically generates MMD report for the stock transfer issues in Confirmed status.

Canceling material requests

Click the “Cancel Request” pushbutton to cancel the material request.

Note: This action is workflow-enabled. Notification messages can be sent as per the settings you have defined in the "Workflow Management" business component.

The system sets the status of the material request as “Cancelled”.
The system deletes the plan demand created for the material request.
The system deletes the consumption account code for all the cancelled line items .

To proceed, carry out the following

Select the “Edit References” link at the bottom of the page to maintain the document references.
Select the “Edit Stock Issue” link to modify the stock issue associated with the material request.
Select the “Confirm Stock Issue” link to approve the stock issue associated with the material request. Prerequisite for using Authorize Issue link
Select the “Inquire Stock Availability” to view the stock balance details in the warehouse for the requested part.

Refer to the topic “Inquire Warehouse Stock Balance – A summary of the activity” for more details.

Select the “Inquire Stock Availability Substitute Part” to view the stock balance details in the warehouse for the substitute parts.

Refer to the topic “Inquire Warehouse Stock Balance – A summary of the activity” for more details.

Select the “View Coverage Details” link to view the coverage details.

Select the “View Stock Issue” link to view the stock issue details for the material request.

Refer to the topic “View Issue - A summary of the activity" for more details.

Authorizing material request – An overview

In this page, you can modify the material request details before authorization. The user-defined status of the material request can be modified.

You can also specify whether hard allocation is required or not, and whether the parts have to be issued in a single lot or not.

The system displays the parts that are already entered in the “Create Material Request” activity. You can specify the following:

The authorized quantity for the requested part
The stock status in which the part is required
The required condition of the part
The expected return date for the returnable part which can be modified
The alternate part if the requested part is not available

You can also modify the user-defined details, the delivery instruction and the general comments about the material request. The system authorizes the material request details and stores the name of the currently logged in user and current server date.

You can also cancel the material request details in this page.