Make the material requirement clear before purchasing acts.
Connect production material needs to stores, purchasing and receipt variances.
How to build your manufacturing material requests
Describe the job
Connect production material needs to stores, purchasing and receipt variances.
Review the first version
Choose how the production planner records the Material code and how the engineering reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
Follow Material MM-061 through the handoffs.
This fictional manufacturing material requests example shows the ordinary handoff and the decision that remains open.
Manufacturing material requests example
- Record
- Material MM-061
- Work order
- WO-112
Current stage · Stores coordinator
Reference the production requirement
A fictional work order needs 60 units of material MAT-12.
Read the full walkthrough
Reference the production requirement
A fictional work order needs 60 units of material MAT-12.
- Record:
- Material MM-061
- Work order:
- WO-112
Check the stores position
Stores record 15 on hand, leaving a proposed purchase requirement of 45.
- Record:
- Material MM-061
- Original requirement:
- 60 units
Review the purchasing quantity
The planner reduces the work-order requirement before the buyer commits an order.
- Record:
- Material MM-061
- On hand:
- 15 units
Keep receipt separate from availability
The buyer returns the request for a revised quantity rather than increasing stock.
- Record:
- Material MM-061
- Decision:
- Recalculate before ordering
What to include in your manufacturing material requests
Keep the Material code in context
Keep Material code, unit of measure, stores location, required quantity, work reference, need-by date, buyer and receipt variance together so the next person can understand the request or record.
When the next step needs a decision
A sample work order needs 60 units of material MAT-12. Stores record 15 on hand, leaving a proposed purchase requirement of 45.
Keep receipt variance visible
Keep the remaining required quantity visible against the work reference.
Choose what each person needs
Give the production planner a working view and the engineering reviewer a review view. Keep Material code and unit of measure attached to the decision as the work moves between them.
Questions about manufacturing material requests
Start with Material code, unit of measure, stores location, required quantity, work reference, need-by date, buyer and receipt variance. Describe who enters the information and who reviews the next step.
Try the workflow with your own process in mind.
Start with your workflow and make it yours.
Get started