Path :- Material Requisition → Requisitions

This dashboard displays the complete list of material requisitions created in the system. Users can view key information such as Requisition Number, Employee, Department, Action Type (Purchase or Internal Transfer), Request Date, Responsible Person, Company, Picking Count, Purchase Count, and Status. It provides a centralized overview to monitor requisition progress, track approvals, and quickly access records for review or action.

Path :- Material Requisition → Requisitions → New / Open Requisition

This form allows users to create or manage a material requisition. The Action Type field determines whether the request will follow the Purchase or Internal Transfer workflow. Based on the selected option, the system dynamically adjusts available fields and processing logic. Users can also enter employee details, department, company, dates, and add product lines to complete the requisition before confirmation and approval processing.

Path :-  Material Requisition → Requisitions → Create/Edit Requisition → Action Button

This validation message appears when a user attempts to process a requisition without adding any product lines. The system prevents the operation and prompts the user to add required products before proceeding. This ensures data accuracy, avoids incomplete transactions, and enforces proper requisition workflow rules.

Path :- Material Requisition → Requisitions → Open Requisition → Submitted Stage

This screen shows a requisition that has been submitted and is awaiting department-level approval. Authorized users can either approve the request using the Department Approval button or reject it using the Reject option. The status bar at the top visually indicates the current workflow stage, ensuring clear tracking of the approval process and helping stakeholders monitor progress through each authorization level.

Path :- Material Requisition → Requisitions → Open Requisition → Department Approved Stage

This screen shows a requisition that has passed department approval and is now pending officer-level authorization. Authorized users can approve the request using the Officer Approval button or reject it if necessary. The Planned Activities panel on the right automatically notifies assigned approvers and tracks pending approval tasks. The chatter section records workflow history, status changes, and actions, ensuring complete transparency and traceability throughout the approval process.

Path :- Material Requisition → Requisitions → Open Requisition → Officer Approved Stage

This screen displays a requisition that has successfully passed department and officer approvals and is now pending final authorization. The Final Approve button allows the designated final approver to complete the approval process, while the Reject option allows cancellation if required. The activity panel tracks approval notifications, and the chatter log records each approval step, ensuring full visibility and auditability of the requisition lifecycle.

Path :- Material Requisition → Requisitions → Open Requisition → Approved Stage

This screen shows a requisition that has completed the full approval workflow and reached the Approved stage. At this point, users can generate a purchase order directly using the Create Purchase Order button. Once created, the linked Purchase Order smart button appears, allowing quick access to the generated document. This integration streamlines procurement by converting approved requisitions into purchase orders without manual re-entry of data.

Path :- Material Requisition → Requisitions → Open Approved Requisition → Purchase Order Smart Button

This screen displays the purchase order automatically created from an approved material requisition. It includes vendor details, order deadlines, expected arrival dates, delivery location, product lines, pricing, taxes, and totals. Users can send RFQs, confirm orders, print documents, or cancel the order directly from this screen. This integration ensures a smooth transition from requisition approval to procurement execution without manual data entry.

Path :- Material Requisition → Requisitions → Open Requisition → Purchase Orders

This screen shows the list of purchase orders generated from the selected requisition. It provides a summarized view including reference number, confirmation date, vendor, company, next activity, buyer, total amount, status, and expected arrival. Users can quickly monitor procurement progress, track order status, and open individual purchase orders for detailed actions or updates. This list helps maintain visibility and control over all orders linked to the requisition.

This validation message appears when a user attempts to create a new purchase order for a requisition that already has a confirmed purchase order. The system prevents duplicate confirmed orders to maintain procurement accuracy and avoid multiple confirmed purchases for the same requisition. In such cases, the system displays an error stating that the purchase order is already confirmed and does not allow creating another one. The user must either use the existing confirmed order or cancel/reset it before creating a new purchase order.

The Action Type field defines the type of requisition process to be executed. When the user selects Internal Transfer, the system treats the requisition as a stock movement within the organization instead of a purchase from a vendor. Based on this selection, the system automatically enables internal logistics–related fields such as Internal Picking Type, Source Location, and Destination Location within the requisition lines. This ensures that materials are transferred between internal warehouses or locations rather than creating a purchase order. The workflow and subsequent operations are dynamically adjusted according to the selected action type.

Path :- Material Requisition → Requisitions → Open Record → Requisition Lines Tab

The Source Location and Destination Location columns are displayed inside the Requisition Lines section when the Action Type is selected as Internal Transfer. These fields allow users to define the stock movement path by specifying the origin warehouse location and the destination location where the items should be transferred. This configuration ensures that internal stock transfers are properly tracked and that the system can generate accurate internal picking operations based on the selected locations. If the Action Type is anything other than Internal Transfer, these fields remain hidden so users only see relevant columns.

Path :-  Material Requisition → Requisitions → Open Record → Confirm

When the Action Type is set to Internal Transfer, the system requires both Source Location and Destination Location to be specified for each product line before confirming the requisition. If either location is missing, the system prevents confirmation and displays an Invalid Operation warning message indicating that the source and destination locations must be set for the product. This validation ensures that internal stock transfers contain complete movement details and prevents creation of incomplete or incorrect transfer records.

Path :-  Material Requisition → Requisitions → Open Record → Approved → Create Picking

Once a requisition with Action Type = Internal Transfer is fully approved, the system enables the Create Picking button. Clicking this button automatically generates an Internal Picking document based on the requisition lines, including product, quantity, source location, and destination location. A smart button labeled Internal Picking appears on the form, allowing users to directly access the generated transfer record. This feature streamlines internal stock movement processing and ensures accurate traceability between requisition requests and warehouse operations.

Path :- Material Requisition → Requisitions → Open Record → Create Picking → Internal Picking Form

When an internal picking is generated from a requisition, the system automatically fills the Source Document field with the corresponding requisition number (e.g., MPR00076). This linkage ensures full traceability between the stock transfer and its originating requisition. Users can quickly identify which request initiated the movement, improving auditability, operational tracking, and document cross-navigation between inventory and requisition records.

Path :- Material Requisition → Requisitions → Open Record → Action Menu → Material Purchase Requisition

The Material Purchase Requisition option available under the action dropdown allows users to generate and print a formatted requisition report directly from the requisition form. This feature provides a structured document containing requisition details such as employee, department, products, quantities, and locations. It enables users to easily download, share, or maintain physical records for approval workflows, documentation, or audit purposes.

The Material Purchase Requisition Report Preview displays a structured printable document of the selected requisition, including company details, employee information, department, request dates, responsible user, and analytic account. It also presents picking details such as action type and picking type, followed by a tabular view of requisition line items showing product, description, quantity, unit of measure, source location, and destination location. Additionally, the report provides designated sections for employee, manager, and approver signatures, ensuring proper documentation and approval tracking. This preview helps users verify requisition data before printing or sharing the official document.