Material request

Item Selection & Entry Rules

• Item Code Filter: Items are filtered based on the Company set in the Item or Item Group (Accounting section).
• VCM Remark Field: Optional field per item for internal notes or remarks.
• Required By Date: Mandatory to be filled item-wise.
• UOM Filter: Only UOMs configured for the selected Item Code are shown (based on Stock Settings).

After Save – Visible Fields

• Action Buttons: Approve or Reject options appear.
• Fiscal Year: Auto-filled based on current date.
• Approver User ID: Displays the user assigned for approval based on workflow.

After Submission – Interface & Action Buttons

• Top Section Display:

  • MR Title (top-left),
  • Workflow Status (below title),
  • MR ID shown.

• Stop Button:

  • Stops the MR process and releases projected quantity.
  • Option to Re-open the MR is available.

• Create Button:

  • Used to generate:
    • Purchase Order (for Purchase Request),
    • Stock Entry (for Issue/Transfer types).

• Action Button:

  • Used for Cancel, Amend, Reject, or Approve MR.

Workflow Status Logic

• Email & WhatsApp: Sent automatically to approving authority.
• Mobile Approval: Supported via ERPNext mobile app.
• Linked PO Restriction: MR cannot be cancelled if any PO is linked.

Approval Path (ALM-based):

• ALM defined in Department-level VCM Approval Matrix.
• If ALM not set, Store Manager can perform Final Approval.