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Procurement Management (MRP 1)

Objective

The Procurement Management (MRP 1) option allows creating multiple types of transfer or order transactions from different requisitions displayed in the option. Indeed, it is possible to create inventory orders, specific orders, project-to-project transfers, project-to-site transfers, and more.

 

Prerequisites

 

Icons

ClosedIcons of the Procurement Management (MRP 1) option :

 

Steps

 

maestro* > Purchasing > Purchasing > Procurement > Procurement Management (MRP 1)

 

Filtering the Procurements Displayed

  1. Enter the desired information in the ClosedFiltres section: 
  1. Check the order and transfer options in the ClosedProcessing Catalogue section:

 

Note that if the Site Processed is a master site, the Processing Catalogue section will not be available.

  1. Check the order or transfer options in the ClosedProcessing Requisitions section:

 

Completing Item Procurement

  1. ClosedProcurement Analysis section:

This section displays the resulting requisitions from the previously entered filters. Multiple columns are available to be viewed:

  1. Click on the line of a product to manage the transfers/orders for said item. A second Procurement Management (MRP 1) window will appear.
  2. ClosedIdentification section:

 

The fields indicated in this section are for informational purposes only; it is not possible to modify this section or its sub-section.

 

Field

Description

Code

Indicates the product code entered in the Procurement Analysis grid.

Description

Indicates the product description.

Type

Indicates the product type.

Delivery Lead Time

Indicates the number of delivey delays linked to the product.

Economic Quantity

Indicates the economic activity of the product.

Management Mode

Indicates how the product is managed (unit, unit price, etc.).

  1. ClosedCatalogue Values sub-section:
  1. ClosedInventory section:

 

Fields followed by a * are displayed for informational purposes only.

If the processed site is a master site, this grid will be displayed for informational purposes only.

 

Field

Description

Supplier

Indicates the supplier code of the item for this site.

NOTE: If the processed site is supplied by a master site, this field will not be available.

Address No.

 

Site*

Indicates this site entered in the Processed Site field, of the Filters section.

If this site is a source site, all related sites will be displayed as well.

If this site is a master site, all sub-sites will be displayed as well.

Location*

Indicates the location where the item can be found in the selected site.

Prefix*

Indicates the item's prefix.

Minimum*

Indicates the minimum quantity for this item in inventory.

Maximum*

Indicate sthe maximum quantity for this item in inventory.

Quantity- Inventory*

Indicates the quantity in inventory of this item for this site.

Quantity- Available*

Indicates the quantity available in inventory for this item, for this site.

Quantity- Reserved*

Indicates the reserved quantity for this item, for this site.

Quantity Awaiting Transfer - Transfers*

Quantity awaiting transfer for either a project or site transfer.

Quantity Awaiting Transfer - Adjustments*

Quantity awaiting transfer for an adjustment.

Quantity Awaiting Transfer - Reception*

Quantity awaiting transfer to be received.

Consumption*

Indicates the consumption (quantity of items in delivery) of the item.

On Order Quantity - Inventory*

Quantity on order for the inventory.

On Order Quantity - Not-Transferred*

Quantity on order and not yet transferred.

On Order Quantity - Reserved*

Quantity on order and reserved.

Qty to Order for Stock

Allows entering the quantity to order to supply the inventory.

NOTES: If an amount totaling more than the quantity in inventory is entered in the Qty to Transfer field, the missing quantity will automatically be added to the line of the processed site.

If the processed site is supplied by a source site, this column will not be displayed.

If the processed site is supplied by a master site, this column will not be displayed.

Qty to Transfer

Allows entering the quantity to be transferred to this site (inventory-site transfer).

NOTES: If an amount is entered on the line, the transfer will be performed from the processed site to the site where a quantity was entered.

If the processed site is supplied by a master site, this column will not be displayed.

Tech Batch*

 

NOTE: If the processed site is supplied by a master site, this column will not be displayed.

Economic Batch*

Indicates the minimum quantity to order to receive a volume discount.

NOTE: If the processed site is supplied by a master site, this column will not be displayed.

Adjusted Qty to Order*

Is adjusted with the amount entered in the Qty to Order for Stock field.

Adjusted Qty to Transfer*

Is adjusted with the amount entered in the Qty to Transfer field.

  1. Daily Quantities section:

This section works in tandem with delivery times, as well as minimum quantities. It allows indicating the quantities that will be required over the next nine days and in the future, as well as the quantities that have been requested and not fulfilled in the past.

  1. Place the necessary orders and transfers in the ClosedRequisitions (Process Immediately) section:

 

This grid allows managing quantities in requisitions. It is possible to place orders and transfers for quantities so as to cover the various requisitions displayed. The choices offered to the users are based off the boxes that have been checked in the Processing Requisitions section.

It is possible to double-click on the requisition line to open the Requisition Inquiry window.

 

Fields followed by a * are displayed for informational purposes only.

  1. Click on Save then Quit.

 

If the required quantity for an inventory-site or inventory-project transfer is greater than the available quantity, a window titled Quantity insufficient will appear. Will be indicated in this window:

  • The line on which the quantity is insufficient.
  • The product code.
  • The product description.
  • The product's site, location, characteristics, unit, identification, and reservation number.
  • The quantity details for the site.

Click on Yes to proceed with the transaction, and No to cancel it.

  1. Click on Apply with Selection. The Confirmation of the Transfer box will appear.
    1. If so desired, check one of the boxes. Click on Yes.
    2. If one of the requisitions is a transfer (project or site), the following message appears: Print a transfer slip? Click Yes or No, as required.
  2. The Maestro Report Viewer appears. Once done, click on Close.
  3. Back in the Procurement Management MRP 1 option, click on Quit.

 

 

It is important to note that the Procurement Management (MRP 1) option allows creating transactions, but it does not perform the transfer of said transactions. These must be completed in their respective options (i.e. Inventory to Project Transfer, Inventory-Site Transfer, etc.).

 

See Also

 

Last modification: March 24, 2025