Course Code: INV-04
Goal: Streamline the material request process to ensure timely procurement, project readiness, and operational efficiency.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Introductory to Intermediate (Ideal for field supervisors, project managers, purchasing agents)

Resources Provided:

• Material Request Workflow Guide
  
• Approval Checklist and Authorization Matrix
• Status Color-Coding Quick Reference

Learning Objectives

By the end of this session, participants will be able to:

• Create, edit, and manage material requests in CUBE.
  
• Set “Need by” dates and properly link requests to projects or service tickets.
  
• Approve material requests and understand multi-level approval workflows.
  
• Use color-coded statuses to track request progress and expedite urgent needs.

Session Agenda

INV4.1 Creating and Managing Material Requests

• Step-by-step creation of a new Material Request.
  
• Required fields:
  
• Project / Service Ticket Association
  
• Requestor Details
  
• Parts and Quantities Requested
  
• Editing, canceling, or duplicating requests as needed.

INV4.2 Setting “Need by” Dates and Project Associations

• Importance of accurate "Need by" dates for procurement planning.
  
• Linking to specific projects, tasks, or phases for traceability.
  
• Field technician and project manager best practices for realistic need dates.

INV4.3 Approving Material Requests

• Single-step vs. multi-step approval configurations.
  
• Best practices for prioritizing urgent approvals.
  
• Tracking pending, approved, rejected requests easily.

INV4.4 Using Color-Coded Statuses for Tracking

• Color legend:
  
• Red: Overdue / Urgent
  
• Yellow: Pending Approval
  
• Green: Approved / Ordered
  
• Quickly spotting bottlenecks and late materials in the dashboard view.

Hands-On Preview (Optional if time allows)

• Create a Material Request.
  
• Submit for approval and approve as an authorized user.
  
• Adjust Need by Date and see status color updates.

Post-Session Action Items

• Review open Material Requests for old or inaccurate entries.
  
• Standardize "Need by" date usage across teams.
  
• Align field and warehouse teams on request escalation processes.

Note: When scheduling, make sure to include this session code: INV-04

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