Integrate Materials

Seamlessly connect production planning with procurement by auto-generating Material Requests for required components—ensuring timely availability of raw materials while minimizing manual data entry in the CGIC App.

What it does

• Auto-Generates Material Requests (MRs): Converts production material shortages into procurement requests
• Syncs Real-Time Data: Updates MRs when production plans change (e.g., Valdana Bread batch increased from 5k to 7k loaves)
• Tracks Procurement Status: Monitor MR → Purchase Order → Receipt workflow within production plans
• Prioritizes Urgent Needs: Flags critical shortages (e.g., yeast for Valdana Bread)

Prerequisites

1. **Active Production Plans **
   • Created in Manufacturing > Production Plan (e.g., “June Ovita Waters Run”).
   • Status: “Draft” or “Submitted”
2. **Material Shortages Identified **
   • Run “Get Raw Materials” in Production Plan to detect shortages
3. Procurement Setup
   • Default Suppliers: Assigned to raw materials (e.g., Yeast Supplier for Valdana Bread)
   • Buying Roles: Users with permissions for Stock > Material Request

Steps to Integrate Production with Material Requests

Step 1: Auto-Generate MRs from Production Plan

1. Open Production Plan (e.g., “Valdana Bread Batch #24”)

2. Click Get Raw Materials → System calculates shortages:

   Material	Required	Available	Shortage
   Flour	500 kg	300 kg	200 kg
   Yeast	20 kg	5 kg	15 kg

3. Click Create Material Request:

   • MR Type: “Purchase”
   • Set Priority:
     • High (for critical items like yeast)
     • Medium/Low (for non-urgent items)

4. Submit → MRs auto-generated with:

   • Production Plan link
   • Required By Date (aligned with production schedule)

Step 2: Track MR Status in Production Plan

1. Reopen Production Plan → Raw Materials Table:

   • New column: Material Request Status

     Material	Shortage	MR Status
     Flour	200 kg	✅ PO Created
     Yeast	15 kg	🟡 MR Pending

2. Click MR links to:
   • View procurement progress
   • Resubmit if rejected

Step 3: Receive Materials Against MR

1. When goods arrive:
   • Create Purchase Receipt (Stock > Purchase Receipt > New)
2. Link to MR:
   • Select MR (e.g., “MR-YEAST-024”)
   • System auto-populates items/quantities
3. Receive Stock:
   • Warehouse: Raw Material Warehouse
   • Batch/Expiry: Record for perishables (e.g., yeast)
4. Submit → Production Plan updates:
   • Available Qty increases
   • MR status changes to ✅ Received

2.0 CGIC Integration Examples

Onina Tissue Production

• Shortage: 500 kg pulp
• Auto-MR: Created → Sent to Pulp Supplier Inc.
• Workflow:
  Production Plan → MR-PULP-056 → Purchase Order → Purchase Receipt
• Time Saved: 15 mins vs. manual entry