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Plan Material Requirements

Material Requirements gives you a quick net-requirements check across your planned and released work orders for a date range — a lightweight alternative to a full MRP system.

Run a check

  1. Go to Manufacturing → Material Requirements → New Run.
  2. Pick a horizon — the from and to dates covering the work orders you want to check.
  3. Leave Include Inventory demand forecast checked. This also reserves independent sales and usage demand, and explodes any finished-good forecast not already covered by your work orders.
  4. The run explodes each in-scope work order's BOM, plus the optional forecast residual, and nets it against current on-hand stock, open purchase order quantities, materials already issued, and forecast demand — leaving a net requirement per item.
  5. Any row with a shortage shows Raise PR — click it to create a purchase requisition immediately, pre-filled with the suggested quantity. If another warehouse has surplus, you may see Raise Transfer instead.
  6. Advance the run's status with Mark Reviewed or Mark Actioned — raising a PR or transfer marks it Actioned automatically.

:::info A run is a snapshot, not a live plan Past runs stay listed for reference, but they don't recalculate on their own. Re-run whenever your work order queue, forecast, or stock position changes materially. :::

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