Logistics Requisitions
Material Requisitions (MRs) are formal demand requests raised from a project site when materials are needed for upcoming work activities. A requisition is the starting signal in the supply chain — it tells the procurement team what materials are needed, in what quantities, and by when. Without an approved MR, the procurement team cannot create purchase orders.
In the Logistics module, the Requisitions screen shows MRs from the site's perspective — organized into three tabs that track the lifecycle of each request from creation through to fulfilment.
Requisition List View
Three Tabs
| Tab | Description | Typical Action |
|---|---|---|
| Normal | Standard material requisitions that need to be fulfilled through the procurement process (PO → MRN). These are pending or in-progress requests. | Procurement team converts these into RFQs or POs. |
| Filled | Requisitions that have been fulfilled — either through procurement (PO + MRN) or by issuing from existing stock. These are completed/closed MRs. | Reference only — no further action needed. |
| Stock Transfer | Requisitions where the requested materials can be fulfilled by transferring stock from another job, rather than purchasing from a vendor. The system identifies when the requested material is available at another site. | Logistics team creates a Stock Transfer issue from the source job to fulfil the request. |
List Columns
| Column | Description |
|---|---|
| Job | The job/project that raised the requisition. |
| Code | Auto-generated MR code. Click to view details. |
| MR Date | Date the requisition was created. |
| Created By | The user who raised the requisition. |
| Approved By | The approver (blank if not yet approved). |
| Status | Draft, Submitted, Approved, or Rejected. |
Toolbar Actions
| Button | Action |
|---|---|
| Add MR+ | Create a new material requisition. |
| Export | Download the requisition list as Excel. |
Requisition Workflow
The requisition follows a structured path from site demand to material availability:
Step-by-Step: Raising a Material Requisition
Step 1: Click "Add MR+"
Navigate to Logistics → Requisitions and click Add MR+.
Step 2: Fill in the Requisition Header
| Field | Required | Description |
|---|---|---|
| MR Code | Auto | System-generated requisition code. |
| MR Date | Yes | Date of the requisition. Defaults to today. |
| Job | Yes | The project/job requiring the materials. |
| Warehouse / Site | Yes | Delivery destination for the materials. |
| Required By Date | Yes | The date materials are needed at site. This drives procurement prioritization and vendor delivery schedules. |
| Priority | No | Urgency level: Normal, Urgent, or Critical. |
| Remarks | No | Additional context for the procurement team (e.g., "Concrete pour scheduled for next week", "Alternative brands acceptable"). |
Step 3: Add Material Line Items
Add each material needed with:
- Material — Select from the material master. The material description and UOM auto-populate.
- Required Quantity — The quantity needed.
- Specifications — Any special requirements (brand, grade, size) not captured in the material master.
Step 4: Save and Submit for Approval
Save the MR in Draft status, review, then click Request Approval. The MR is routed to the configured approver (typically the project manager or site manager).
Step 5: Procurement Picks Up the MR
Once approved, the MR appears in the Procurement module where the procurement team can:
- Check existing warehouse stock — if available, fulfil from stock (creates a Material Issue, MR moves to "Filled" tab).
- Check rate contracts — if a valid contract exists, raise a PO directly.
- Create an RFQ — for competitive bidding from multiple vendors.
- Create a PO — for direct purchase from a known vendor.
Step 6: MR Fulfilment
Once materials are received (via MRN) or issued from stock (via Material Issue), the MR status updates to Filled and moves to the Filled tab. For stock transfers, it moves to the Stock Transfer tab.
Stock Transfer Requisitions
When the system (or the procurement team) identifies that the requested materials are available at another job's warehouse, the MR can be marked for Stock Transfer fulfilment instead of new procurement. This:
- Avoids unnecessary new purchases
- Reduces overall material costs
- Speeds up delivery (inter-site transfer is usually faster than vendor procurement)
Stock Transfer MRs appear in the Stock Transfer tab. The logistics team at the source job creates a Material Issue (Type: Stock Transfer) to fulfil the request, and the destination job receives via Stock Transfer Receipt.