Someone requests a material. The manager approves it. From there the system decides — issue it from stock, or raise a purchase requisition — and does it inside Dynamics 365 F&O without anyone re-keying a thing.
Does this item already exist in Dynamics 365 with a valid item number? The system asks, then commits to a path — no human triage in between.
The fast route. Nothing needs buying — the material is already sitting in a warehouse, so the system just moves it.
The longer route, but it still starts itself. Procurement picks up a requisition that already has everything they need on it.
Each lane is a team. Each column is a step. The handoffs happen in the system, so nothing sits with a person who doesn't know it's theirs.
STEP 04 SPLITS — ONLY ONE OF THE TWO LANES RUNS FOR ANY GIVEN REQUEST
MRM doesn't hold a shadow copy of your inventory. It writes into the modules your finance and stores teams already work in.
When the item number resolves, a Movement Journal lands in Inventory Management ready for the Stores team to review and post — quantity, warehouse and cost centre already populated from the request.
When it doesn't resolve, a Purchase Requisition is raised instead. Procurement creates the item number if one is needed, converts it to a Purchase Order, and receives the material into inventory.
Bring the WhatsApp group, the paper slip, or the email chain. We'll walk through what it looks like once the request routes itself.