Material Requisition & Material Request Guide

How to record internal material demand, distinguish between requisition and request workflows, and convert approved needs into purchasing or transfer actions.

Inventory Internal Supply End-User Guide

Overview

Material Requisition and Material Request help teams record internal demand for stock, project material, or field-service supply needs before the final supply action is completed.

Material RequisitionUsed for broader internal material demand that may later become a quote, order, bill, or transfer.
Material RequestUsed for field-service or operational request handling where transfer-style fulfillment is needed.
Main valueCreates a clear request trail before purchasing or stock movement.

Which One To Use

Document Use It When
Material Requisition You want to request material internally and may need different downstream actions such as vendor purchase or stock transfer.
Material Request You want to capture operational or field-service material need, usually for internal supply and transfer handling.

Material Requisition

Tab Path: Vendors > Material Requisition
  1. Review the number, create date, required date, and reference.
  2. Select the job, employee, assigned employee, partner, and store where relevant.
  3. Enter the requested material lines.
  4. Review suggested suppliers when vendor sourcing should be considered.
  5. Save the requisition, then convert it into the correct next document when approved.

Material Request

Tab Path: Field Services > Material Request
  1. Review the number, create date, reference, job, employee, and store.
  2. Enter the material lines required for the field or operational task.
  3. Review suggested suppliers when needed.
  4. Save the request so the supply team can continue the next action.
  5. Convert it to a transfer where the material will be fulfilled from stock movement.
Tip: Material Request is especially useful where field teams need material support but the stock movement is completed by another team.

Conversion Options

Material Requisition supports more than one downstream route because the supply decision may vary.

  • Convert to Purchase Quote: use when pricing must be requested first.
  • Convert to Purchase Order: use when the purchasing decision is already approved.
  • Convert to Bill: use when the procurement step has already reached billing stage according to your process.
  • Convert to Transfer: use when the requirement will be fulfilled from existing stock movement.

Material Request focuses on the internal supply route and is typically converted to Transfer.

Important Fields

Field Why It Matters
Required Date Helps the supply or purchasing team prioritize the request.
Job / Employee / Assigned To Identifies who needs the material and where the cost or responsibility belongs.
Store Clarifies which location should supply or receive the material.
Suggested Suppliers Supports purchasing follow-up where outside sourcing may be needed.
Note / Documents Useful for technical instructions or approval support.

Best Practice

  • Use requisitions and requests to create a clear internal demand trail before moving stock or buying items.
  • Enter required dates and responsibility details carefully so the next team can act without delay.
  • Convert the request into the correct downstream document instead of recreating the same requirement again.