Items To Be Requested
Overview
Below is a business-focused explanation of the “Items To Be Requested” report, written for practical day‑to‑day use in Dafater.
Report: Items To Be Requested
Module: Stock
Report Type: Management / Planning Report
Based On: Material Request
What Business Information This Report Provides
The Items To Be Requested report helps the business identify which items need to be requested for purchase or internal transfer based on current stock levels, existing commitments, and planned requirements.
It highlights stock gaps—items where demand is higher than available or projected inventory—so the organization can take timely action before shortages affect operations.
In simple terms, this report answers:
“Which items do we need to raise a Material Request for, and how much?”
When and Why to Use This Report
When to Use
- During procurement planning
- Before raising Material Requests
- While reviewing inventory health
- Ahead of production runs or service delivery
- During periodic stock reviews (weekly / monthly)
Why to Use
- To avoid stock shortages
- To prevent over-ordering
- To ensure business continuity
- To support accurate purchasing decisions
- To align stock availability with sales, production, or project demand
Key Columns and Their Business Meaning
While column names may vary slightly, the following are commonly used and most important from a business perspective:
Item
- The product or material that may need to be requested.
- Helps identify what is required for business operations.
Item Name / Description
- A clearer business description of the item.
- Useful for buyers and planners who may not recognize item codes.
Required Quantity
- The quantity needed to fulfill upcoming demand.
- Indicates how much the business should plan to procure or transfer.
Available Stock
- Current usable stock across relevant warehouses.
- Shows what is already on hand.
Shortfall Quantity
- The gap between required quantity and available stock.
- This is the actionable quantity for Material Requests.
Warehouse
- The location where stock is required.
- Helps plan warehouse-specific purchasing or transfers.
UOM (Unit of Measure)
- Indicates how the quantity is measured (Nos, Kg, Boxes, etc.).
- Important for correct ordering and supplier communication.
Available Filters and Their Business Purpose
Company
- Focuses the report on a specific business entity.
- Useful for organizations with multiple companies.
Warehouse
- Limits results to a particular location.
- Helps warehouse managers plan local replenishment.
Item or Item Group
- Allows review of specific products or categories.
- Useful for category-wise procurement planning.
Date Range
- Helps align requirements with a specific planning period.
- Useful for short-term vs long-term demand analysis.
Material Request Type
- Filters by purpose (Purchase, Transfer, Manufacture).
- Helps distinguish between external buying and internal movement.
How to Interpret the Results for Business Decisions
- High shortfall quantities indicate urgent procurement or transfer needs.
- Repeated appearance of the same item suggests forecasting or reorder level issues.
- Stock available but still showing shortfall may indicate:
- Stock reserved for other purposes
- Upcoming consumption already planned
- Warehouse-specific shortages help decide between:
- Internal stock transfers
- New purchases from suppliers
This report should directly lead to: - Creating Material Requests - Adjusting reorder levels - Revising purchase planning - Coordinating between stores, purchasing, and operations teams
Common Use Cases and Scenarios
Procurement Planning
The purchase team uses this report to decide what to buy, how much, and when, ensuring suppliers are contacted in time.
Production Readiness
Before starting production, planners check this report to ensure all required materials will be available.
Inventory Control
Store managers review this report to prevent emergency purchases and reduce last-minute stockouts.
Project or Contract Preparation
For project-based work, this report helps confirm that required materials will be available at the right location.
Management Review
Management uses the report to: - Monitor inventory risks - Evaluate planning accuracy - Improve working capital efficiency
Summary
The Items To Be Requested report is a decision-support tool that connects inventory data with business demand. It ensures the right materials are requested at the right time, helping the organization operate smoothly, control costs, and avoid disruptions.
It is most effective when reviewed regularly and used as the starting point for Material Requests and procurement actions.
Report Information
- Module: Stock
- Related DocType: Material Request
- Report Type: Query Report
- Standard: Yes