MAS90 Tool Tip:

Material Requisition

Many times the inventory a business purchases for resale is also used in the operation of the business. For example if you were a distributor of pencils when you needed pencils for your own use you would simply take pencils from your inventory. But now your inventory would need to be adjusted. Of course you could do an inventory adjustment to relieve your inventory but I think there is a much better way…material requisitions.

To begin the process a request is made to the inventory department that an inventory item is required. This is done by creating a purchase order that is a Material Requisition.

The purchase order data entry screen changes to allow entry of information about the requestor.

The Lines Tab is similar to a standard order. An item number is selected with a required date, unit of measure and quantity. If you are using Job Cost, a job number can be entered too.

The G/L Acct is defaulted to the account indicated in the Purchase Order Options on Tab 3. Accounts (version 4.30). If you want to assign the account number when entering the requisition then you must "Allow Override of G/L Account During Data Entry” which is found on Tab 2, Additional on the Purchase Order Options.

Once the Requisition has been fulfilled it must be issued. You will find the entry screen under the Purchase Order module > Mat. Req/Return menu. Select Material Requisition Issue Entry. Select the next Issue Number. The date will auto populate. Then select the Material Requisition in the PO No. field.

The body of the Material Requisition will auto populate from the data previously entered. The remaining steps are just like doing a receipt on a purchase order. Click on the lines tab. You will receive a message "Issue complete material requisition?”. Answer the same way you would a purchase order receipt of goods. Next, print and update the Material Requisition Register. The Daily Transaction Register is next.

You can bypass the creation of a purchase order and start at the Material Requisition Issue Entry if you like. Creating the purchase order assists with communications between the inventory department and who ever is requesting the items but it is not a requirement.

Hope this helps you get more out of your software!

Regards,

Merilyn Van Zwieten