Project managers ask for materials to be allocated or sourced for future use with a Material Request (MR).
Material Requests can be submitted to a centralized queue for processing.
Requested materials are sourced from inventory, from stock, and/or ordered from vendors.
Purchase orders (PO) are issued and materials are received into inventory and/or stock at the warehouse.
Projects managers ask for materials to be released immediately for production with a Pick Ticket.
Pick Ticket items are pulled from stock and/or reserved inventory, and released to production.
Item | Description |
|---|---|
Materials Request (MR) | Asks for materials needed in future for a project. |
Pick Ticket | Asks for materials needed now for a project phase / work order. |
Material buyout | All items purchased for a project. |
Materials cost | Combined value of materials and services ordered for project, plus value of materials consumed by the project from inventory already on hand. |
Inventory | Material tracked and counted by quantity and cost. |
Stock | Material available for general shop use, not tracked or counted. |
Allocate | Reserve material for future use on a project. |
Allocate inventory | Item will be supplied from available on-hand inventory, which is then allocated to the requesting project (and phase). |
Use stock | Item will be supplied from stock materials, and is removed from the purchasing queue. It is not allocated from inventory or transferred to a purchase order. |
Purchase Order (PO) | Item will be purchased for the project (and phase). It is added to a new or existing purchase order. |
