Material Request (OPERATION)
- 2. Material RequisitionMaterial Requisition Volume 1, Revision 4Volume 1, Revision 4 1 The Geography Of Material Request Screen 2 What Is A Materials Requisition ( MR )? 3 What Is Authorised Issue Documents ? 4 Signature Of Approval Authority ? 5 How Do I Raised Material Request MR? 6 How Do I Run Print a MATREQ 2 Document? 7 The Tool Bars Icon Description? 8 The Status Bars Icon Description? 8 How Do I Contact The Maximo Team ? Inside This GuideInside This Guide Maximo Release 6.2
- 3. Authorised Issue Documents ? Title Bar Navigation Bar Tool bar Data Area Maximo Tabs Field Details Button 1. The Geography Of Material Request Screen Maximo Release 6.2 Guide lines
- 4. MR WAPPR MR APPR MR WAPPR MR CLOSE MR Module MR Application Available from Own Store? Available from Own Store? MR Application Available from Other Store? Available from Other Store? MR Application Issue & Transfer Application MR Application PR Application Y Y N N 2. Business Process (Raising an MR) Originator, Create MR & Status Should Be APPRS Available , Enter Own Site Store Room Not Available, Check Other Site Store Room Available , Enter Own Site Store Room Add Item To Own Site Store Room ( Warehouse Personnel To arrange for Transfer ) Not Available > Raise PR Not Available > Complete MR ( Negative Availablity ) ( Refer To PR Procedure ) Section Head Review MR details & Changes Status To APPR .. Technician Print MR Hard Copy Take Authorised Signature &Forward Approved MR Hard Copy to Respective Store in charge for Issuing the Required Materials. Warehouse Section Review MR details & Change Status to CLOSE .. Warehouse personnel have To Carryout Transaction details Guide lines
- 5. Maximo Release 6.2 Guide lines 4. What Is Authorised Issue Documents ? Note: The Only Source Documents To Authorize The Issue Of Materials Is System Generated, Issue / Return Vouchers ( MATREQ For Work Orders ) & ( MATREQ2 For Materials Requisition ) MR. ( MATREQ2 ) is raised to initiate the process of obtaining items from the Store room for Non – Work Order Related Request Only. 3. What Is A Materials Requisition ( MR )? The Issue Process Involves The Creation Of An Issue Documents By The User’s And The Subsequent Issue Of Materials By The Stores. 5. Approval Authority Check all the items you requested in material request and take Specimen Signature and date of Authorised Person Below on Vouchers ( MATREQ2 Or MATREQ )
- 6. 6. How Do I Raised Material Request MR? From Material Request Module Click Go To Open Material Request Application Click On Insert Record with Auto Number Toolbar Icon System generate A Material Request Number. Enter Description ( Always Enter Short Description of 50 Characters And For Additional Details Click detail button to enter a long description if needed. Enter the MR Type, Click the details button to select a value. Enter the Lead Craft, Click the details button to select a value. Enter the Priority, Click the details button to select a value. Enter the Required Date, Click the button to select date & time. Enter the Work Order if MR Type is Maintenance. Enter GL Account Number If MR Type is “Others” or “Stationery”. Note : Click Save Icon to save the record. Guide lines
- 7. Click On the MR Lines Tab and Click New Row sub tab to Enter Material Items No ,Quantity Required. Guide lines Note : Click Save Icon to save the record. Use Another Methods To Choose Item No, Click on the Item field detail menu to choose one or more parts from the select value list spare parts dialog box.
- 8. From the Tool bar at the top of any MAXIMO application, Click Selection Menu Bar and select the “Run Report” When the “Reports” dialog box appears, click the MATREQ2 to proceed to another dialogue box. 7. How Do I Run Print a MATREQ 2 Document? When the Request dialog box appears, Enter the parameters required to run the report, then click on “Submit” Guide lines
- 9. To Print the report, select print icon Guide lines Check all the items you requested in material request and take Specimen Signature and date of Authorised Person Below on Vouchers ( MATREQ2 )
- 10. 8. THE TOOL BAR Guide lines Toolbar Button Insert a new record (only if this is the default option). Insert a new record with an auto number (only if this is the default option). Save the current record. Clear the screen. This allows you to enter database search criteria. Print the current screen. Details Reports. Route: Routes record in Workflow. Go to the previous record. Go to the next record. Change Status: Displays the Change Status manually. KPI: Key Performance Indicator. The Tool Bar Descriptions
- 11. Guide lines Type of Field Description Detail Menu Displays a menu of actions available for the field. Specific choices vary by field. After a long description entry is created, the button changes color to indicate more information is available. Select Value Select Date Displays the Select Date screen. Click a date to return the value to the Date field. Long Description Provides room for entering more data than can fit in a field. Displays a screen showing available values for the fields. Select Value screens are often lists of records created in other Applications. 9. THE STATUS BAR ICON
- 12. 10. How Do I Contact Maximo Team ? Note: Don’t Hesitate To Ask The Maximo Team. Send Your Queries To Maximo Team. Call Anytime To Solve Your Problem. Please Feel Free To Ask Any Doubt Or Any Of Your Maximo problem. Contact: 35434 Or 35320 and E.mail: OHE/PM Or OHE/PMA See You Next Time…………. Prepared By Maximo Team 26/01-2010 Guide lines