Steer Site Materials Requisition
Last Updated: August 30, 2023
Steer Site Materials Requisition streamlines the process of acquiring materials needed for the project. This solution also provides the necessary workflows and records to process the requisition.
The Site Materials Requisition has six workflows that proceeds as follows:
Materials Request - Initiates the request for site materials needed to deliver tasks and notifies the Warehouse for release. If certain materials are not available, a purchase request can be triggered.
Purchase Request - Consolidate and create purchase requests for all materials requested that are not available in the inventory. The resulting data can be used to initiate the Purchase Order Process manually or through an existing ERP system.
Materials Receiving - Logs and inspects the materials upon receipt from the supplier or vendor.
Material Quality Check - Performs additional assessment of materials if issues are found during the receiving process.
Materials Releasing - Records the released materials to the site.
Materials Return - Issues a return request for materials on site back to the warehouse.
The Material Request workflow enables the Site Supervisor or Project Manager to initiate a material request needed for the project. The request undergoes a review and approval process, with the Site Supervisor or Project Manager and it will be routed to the warehouse Supervisor to check the availability of materials. The Material Request form comes with fields that can be used to filter the tasks where materials are needed and enter their quantity.
Once the material request details are entered, the request will be routed to the Warehouse Supervisor to check if the materials requested are still within the plan and that stocks are available.
If all requested materials are available in the warehouse inventory, the request can be approved for a full release to the site.
If some requested materials are available in the inventory the request can be approved for a partial release by proceeding with the available materials and creating a purchase request for the remaining unavailable quantity. (i.e., 3 bags of cement are requested but only 2 bags in the inventory are available),
If all requested materials are unavailable in the warehouse inventory, the request for these materials leads to a purchase request.
Usage: Materials Request: Creating a Request
Usage: Materials Request: Checking the Inventory
The Purchase Request workflow enables you to request materials that are not available in the warehouse. Once the Purchasing Staff receives a notification on Steer of the materials that need to be purchased, they will create a Purchase Request for the requested materials using the Purchase Request form. The Purchase Request forms filters tasks where the materials are needed, select which materials and enter the quantity.
Once the purchase request has been created, the request shall be routed to the Purchasing Manager to review the details of the purchase request. The request shall be forwarded to PO Generation then once the Purchase Order has been created and generated; the details of the PO will have to be encoded back on Steer.
Usage: Purchase Request: Creating a Purchase Order
Usage: Purchase Request: Approving and Generating PO Details
Usage: Purchase Request: Encoding PO Details to Steer
The Materials Receiving workflow enables you to see the materials that are tagged for receiving. When the materials arrive, they are received by the warehouse, which confirms receipt and conducts an initial inspection of the materials. The Material Receiving form shows the available materials for receiving, select each material available and update the status fields.
Usage: Submitting a Materials Receiving form
When materials are labeled For Quality Check, they should be thoroughly inspected by QA Inspectors or Warehouse Personnel before they can be released to the site. Materials that failed the inspection will be routed to the Return to Supplier process. The Material Quality Check form shows the available materials for quality checking, then select and update the status fields.
Usage: Submitting a Material Quality Check form
The Materials Releasing workflow enables you to request the release of the materials from the warehouse. The requested materials can be released on site fully or partially with the following conditions:
Full Releasing: If all requested materials are already available in the inventory, or if all requested materials went through Purchase Requesting and all passed through the material inspection, then the Warehouse Staff can issue a full release of materials.
Partial Releasing: If all or some materials are unavailable in the inventory, the Warehouse Staff can issue a partial releasing of available materials in the inventory to the site and separately tag the remaining requested materials as for purchase.
The Materials Releasing form shows each material that is available for release, select then update the Released Quantity field based on the number of materials that you want to release to the site.
Usage: Submitting a Materials Releasing form
The Materials Return workflow enables Site Supervisors to return unused materials to the warehouse, which could lead to accurate reporting of actual project consumption. Materials released to the site that failed to meet the needed specifications could also be returned through this module. The Warehouse Staff will inspect the returned materials and record the reason for the material's return.
After the materials have gone through the Receiving and Releasing stage, some oversight may still occur regarding quality checking. These instances can occur from incorrect material specifications to factory defects. In this case, the Site Supervisor creates a Materials Return request to the Warehouse by declaring which materials are needed for the return and stating the reason for the return request. Once the Warehouse Supervisor has reviewed the Materials Return request, the materials will be transferred back to the inventory.
Usage: Submitting a Materials Return Form
Usage: Approving a Return Request
Steer’s construction solution suite provides the data template for all ongoing work orders. This record tracks all materials that are being requested, for purchasing, receiving, and releasing. A line of data about the material will be added to this record per the requested material. Each material is automatically updated by each workflow included in the Site Materials Management Solution from Materials Request to Materials Releasing.
The Materials Return History records all return transactions of materials. These materials may come from material quality checking and overstocking returns.
The Steer Inventory Transaction record captures and lists down every update made to the Inventory Master record. This update is triggered when the Warehouse Staff or Inspector logs a new inventory update using the Stock Count form. The Inventory Transaction record logs all variance entries upon each inspection, ensuring that all inventory count is aligned with the BOM. Doing so allows for immediate stock check-ups and project materials assessment.
Steer’s construction solution suite provides the data template for project-specific materials. It can be used as a database for all materials that are allocated for a specific project and task. This includes information such as actual and planned material quantity that get automatically updated with each request, purchase, and return transaction. This record can be used as a reference for the BOM, keeping your materials aligned with specific projects on the Project Record.
This record functions as a project materials tracker, which can also be updated manually or via case/ticket submissions from inventory transfers or material requests. The Steer Project Materials Master shows how each material is allotted for use across different tasks in all projects, allowing for a better task and material monitoring.
The Steer Inventory Master record lists down all materials in the inventory, including their respective stocks, and vendor information.
The Steer Vendor Items record contains vendor-specific items that can be used as a reference for purchasing the requested materials.
RELATED ARTICLE/S:
Steer Site Materials Inventory Management
Next Article: Materials Request: Creating a Request
Previous Category: Steer Quality and Safety
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Site Materials Requisition Management
Overview
Steer Site Materials Requisition streamlines the process of acquiring materials needed for the project. This solution also provides the necessary workflows and records to process the requisition.
Workflow Relationships
The Site Materials Requisition has six workflows that proceeds as follows:
Materials Request - Initiates the request for site materials needed to deliver tasks and notifies the Warehouse for release. If certain materials are not available, a purchase request can be triggered.
Purchase Request - Consolidate and create purchase requests for all materials requested that are not available in the inventory. The resulting data can be used to initiate the Purchase Order Process manually or through an existing ERP system.
Materials Receiving - Logs and inspects the materials upon receipt from the supplier or vendor.
Material Quality Check - Performs additional assessment of materials if issues are found during the receiving process.
Materials Releasing - Records the released materials to the site.
Materials Return - Issues a return request for materials on site back to the warehouse.
I. WORKFLOWS
1. Materials Request
The Material Request workflow enables the Site Supervisor or Project Manager to initiate a material request needed for the project. The request undergoes a review and approval process, with the Site Supervisor or Project Manager and it will be routed to the warehouse Supervisor to check the availability of materials. The Material Request form comes with fields that can be used to filter the tasks where materials are needed and enter their quantity.
Procedure:
Once the material request details are entered, the request will be routed to the Warehouse Supervisor to check if the materials requested are still within the plan and that stocks are available.
If all requested materials are available in the warehouse inventory, the request can be approved for a full release to the site.
If some requested materials are available in the inventory the request can be approved for a partial release by proceeding with the available materials and creating a purchase request for the remaining unavailable quantity. (i.e., 3 bags of cement are requested but only 2 bags in the inventory are available),
If all requested materials are unavailable in the warehouse inventory, the request for these materials leads to a purchase request.
Usage: Materials Request: Creating a Request
Usage: Materials Request: Checking the Inventory
2. Purchase Request
The Purchase Request workflow enables you to request materials that are not available in the warehouse. Once the Purchasing Staff receives a notification on Steer of the materials that need to be purchased, they will create a Purchase Request for the requested materials using the Purchase Request form. The Purchase Request forms filters tasks where the materials are needed, select which materials and enter the quantity.
Procedure:
Once the purchase request has been created, the request shall be routed to the Purchasing Manager to review the details of the purchase request. The request shall be forwarded to PO Generation then once the Purchase Order has been created and generated; the details of the PO will have to be encoded back on Steer.
Usage: Purchase Request: Creating a Purchase Order
Usage: Purchase Request: Approving and Generating PO Details
Usage: Purchase Request: Encoding PO Details to Steer
3. Materials Receiving
The Materials Receiving workflow enables you to see the materials that are tagged for receiving. When the materials arrive, they are received by the warehouse, which confirms receipt and conducts an initial inspection of the materials. The Material Receiving form shows the available materials for receiving, select each material available and update the status fields.
Usage: Submitting a Materials Receiving form
4. Material Quality Check
When materials are labeled For Quality Check, they should be thoroughly inspected by QA Inspectors or Warehouse Personnel before they can be released to the site. Materials that failed the inspection will be routed to the Return to Supplier process. The Material Quality Check form shows the available materials for quality checking, then select and update the status fields.
Usage: Submitting a Material Quality Check form
5. Materials Releasing
The Materials Releasing workflow enables you to request the release of the materials from the warehouse. The requested materials can be released on site fully or partially with the following conditions:
Full Releasing: If all requested materials are already available in the inventory, or if all requested materials went through Purchase Requesting and all passed through the material inspection, then the Warehouse Staff can issue a full release of materials.
Partial Releasing: If all or some materials are unavailable in the inventory, the Warehouse Staff can issue a partial releasing of available materials in the inventory to the site and separately tag the remaining requested materials as for purchase.
The Materials Releasing form shows each material that is available for release, select then update the Released Quantity field based on the number of materials that you want to release to the site.
Usage: Submitting a Materials Releasing form
6. Site Materials Return
The Materials Return workflow enables Site Supervisors to return unused materials to the warehouse, which could lead to accurate reporting of actual project consumption. Materials released to the site that failed to meet the needed specifications could also be returned through this module. The Warehouse Staff will inspect the returned materials and record the reason for the material's return.
Procedure:
After the materials have gone through the Receiving and Releasing stage, some oversight may still occur regarding quality checking. These instances can occur from incorrect material specifications to factory defects. In this case, the Site Supervisor creates a Materials Return request to the Warehouse by declaring which materials are needed for the return and stating the reason for the return request. Once the Warehouse Supervisor has reviewed the Materials Return request, the materials will be transferred back to the inventory.
Usage: Submitting a Materials Return Form
Usage: Approving a Return Request
II. RECORDS
1. Work Order Material
Steer’s construction solution suite provides the data template for all ongoing work orders. This record tracks all materials that are being requested, for purchasing, receiving, and releasing. A line of data about the material will be added to this record per the requested material. Each material is automatically updated by each workflow included in the Site Materials Management Solution from Materials Request to Materials Releasing.
2. Materials Return History
The Materials Return History records all return transactions of materials. These materials may come from material quality checking and overstocking returns.
3. Inventory Transaction
The Steer Inventory Transaction record captures and lists down every update made to the Inventory Master record. This update is triggered when the Warehouse Staff or Inspector logs a new inventory update using the Stock Count form. The Inventory Transaction record logs all variance entries upon each inspection, ensuring that all inventory count is aligned with the BOM. Doing so allows for immediate stock check-ups and project materials assessment.
4. Project Materials Master
Steer’s construction solution suite provides the data template for project-specific materials. It can be used as a database for all materials that are allocated for a specific project and task. This includes information such as actual and planned material quantity that get automatically updated with each request, purchase, and return transaction. This record can be used as a reference for the BOM, keeping your materials aligned with specific projects on the Project Record.
This record functions as a project materials tracker, which can also be updated manually or via case/ticket submissions from inventory transfers or material requests. The Steer Project Materials Master shows how each material is allotted for use across different tasks in all projects, allowing for a better task and material monitoring.
5. Inventory Master
The Steer Inventory Master record lists down all materials in the inventory, including their respective stocks, and vendor information.
6. Vendor Items
The Steer Vendor Items record contains vendor-specific items that can be used as a reference for purchasing the requested materials.
RELATED ARTICLE/S:
Steer Site Materials Inventory Management
Next Article: Materials Request: Creating a Request
Previous Category: Steer Quality and Safety
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 01/09/2023
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