Project Material Quota

The Project Material Quota establishes the baseline bill of materials, quantities, and estimated costs required for a specific engineering project or contract.

See also

Video Tutorial: Khởi tạo định mức vật tư

Create Project Material Quota

Step 1: When creating a project, check the Material Quota checkbox. The system automatically creates a material quota for that project (each project has only one material quota).

Material Quota menu and create new quota record

Step 2: Navigate to Purchase ‣ Material Quota. In the Material Quota list, open the quota in Draft status to edit.

General project information and material quota header

Step 3: Enter quota general parameters (Project, Contract No., Project Address, Requester, Company, Submission Date).

Adding material line items and quantities to quota

Step 4: Add product items to the quota under the Products tab: click Add a line or import from Excel, enter required quantities and technical specifications.

Reviewing material lines and calculated amounts

Step 5: Click Save and then click Submit for Approval. The material quota transitions to Quantity Approval (Phê duyệt SL) status.

Quota saved in draft and submitted for approval Quota status transitioning to pending approval

Multi-Level Quota Approval Workflow

Step 1: The approver receives a notification on the system regarding the material quota requiring review, or navigates to Purchase ‣ Material Quota to open the record.

Notification tray for pending material quota approval Material quota list view filtered by pending approval

Step 2: The SBU Head receives notification, audits product items, specifications, and quantities, then clicks Approve Price (Phê duyệt giá).

SBU Head inspecting quota and approving quantities

Step 3: The Procurement Head receives notification to review pricing, enters/adjusts estimated unit prices for each material item, and clicks Approve Price (Phê duyệt giá).

Procurement Head updating unit prices and approving cost baseline

Step 4: The Accountant audits the material quota without modifying product codes. If revisions are required, notes are logged in the chatter log, then the Accountant clicks SBU Approval (SBU phê duyệt).

Accountant reviewing quota and adding comments in chatter Accountant confirming review and routing back to SBU

Step 5: The SBU Head opens the quota now containing complete items and pricing information, then clicks GM Approval (GM phê duyệt).

SBU Head performing final check and forwarding to General Manager

Step 6: The General Manager (GM) receives notification and grants final approval for the project material quota after both items and price levels are validated. The system logs the entire audit history.

General Manager granting final approval on project material quota