# Plan Wise Raw Materials
Raw material requirements vs requested, received, and stock availability per Production Plan. Default view consolidates by plan; use Show Detailed for finished-item breakdown. Select rows and create Material Requests from the bottom action bar.
Overview
Go to Production → Reports → Plan Wise Raw Material.
What it shows. For each approved or in-progress Production Plan, raw materials are calculated from each plan line's BOM (or multi-stage BOM), scaled by planned quantity. By default, the same raw item on multiple lines of one plan is merged into a single row with summed required, requested, and received quantities, plus current stock. A Total row at the bottom sums Required, Requested, and Received for the rows on screen.
When to use it. Use while planning or before creating Production Orders — see total material demand for a plan, spot shortages against stock, and raise Material Requests. For order-level fulfillment after POs exist, use Order Wise Raw Materials.
Summary vs Detailed
| **View** | **How to open** | **Rows** |
|----------|-----------------|----------|
| **Summary** (default) | Open the report or click Hide Detailed | One row per plan + raw material (same raw on different plan lines is merged) |
| **Detailed** | Click Show Detailed in the filter bar (left of Generate) | One row per plan line + raw material; shows finished item name, quantity, and unit |
Show Detailed refetches the report. Finished-item columns appear only in detailed view.
Use Cases
- Planner — Review consolidated raw material demand for a Production Plan before creating orders.
- Store keeper — Compare required qty to stock and raise Material Requests for short materials.
- Buyer — Filter by Raw Item, Raw Item Type, or Raw Item Group to focus on specific materials.
Filters
Quick filters: Date range (plan start date).
Advanced Filter (in order):
| **Filter** | **What it applies to** |
|------------|------------------------|
| Raw Item | Specific raw material on the report |
| Raw Item Type | Type of raw material (e.g. raw material, packing) |
| Raw Item Group | Item group of the raw material |
| Center | Production plan center |
| Finished Item | Finished item on the plan line |
| Batch | Batch on the plan line |
| Finished Item Group | Item group of the finished item |
| Variant | Variant on the plan line |
| Branch | Plan branch |
| Brand | Brand of the finished item |
| Production Plan Id | Exact plan id |
Date range is limited to 12 months. Default plans shown are Approved and In Progress.
Columns
Summary view
| **Column** | **Description** |
|------------|-----------------|
| *(checkbox)* | Select row for Material Request. |
| Plan # | Production Plan number. Click to open. |
| Plan Name | Plan name. |
| Start Date | Plan start date. |
| Raw Item Name | Raw material required. |
| Type | Raw item type. |
| UOM | Raw material unit. |
| Required Qty | Quantity required from plan line BOMs (consolidated per plan). |
| Requested Qty | Quantity already requested via Material Requests on linked Production Orders. |
| Received Qty | Quantity already received against those requests. |
| Stock | Current stock available. |
Detailed view — adds these columns after Start Date:
| **Column** | **Description** |
|------------|-----------------|
| Item | Finished item on the plan line. |
| Quantity | Planned quantity of the finished item. |
| UOM | Unit of the finished item. |
Total row — at the bottom of the table; sums Required, Requested, and Received for displayed rows. Stock is not totaled (the same stock can appear on multiple rows).
Row colors
Rows use background color and a left border to show fulfillment status.
Background
| **Color** | **Meaning** |
|-----------|-------------|
| Light green | Fully received (received ≥ required) |
| Light yellow | Partially received |
| Amber | Requested via Material Request, nothing received yet |
| Light pink | Stock insufficient for remaining requirement |
| Light peach | Not yet requested; stock appears sufficient |
Left border
| **Border** | **Meaning** |
|------------|-------------|
| Orange | Additional raw-material line for the same plan (summary) or same plan line (detailed) — visual grouping only |
| Red | Stock insufficient — same as the pink background row |
Status is evaluated in order: fully received → partially received → requested pending → stock insufficient → not requested.
Actions
Filter bar (left side)
- Advanced Filter — open additional filter fields
- Clear — reset active advanced filters
- Show Detailed / Hide Detailed — switch summary and detailed views
Report actions (right side)
- Generate — run the report
- Export — export to Excel
- Print — print the report
Selection footer (bottom of screen when rows are selected)
- Create Material Request — create a Material Request for selected rows *(requires Material Request create access)*. The bar stays fixed at the bottom so you do not need to scroll past the table. Remaining qty is taken from Required minus Requested. When linked Production Orders exist, lines are tied to those orders; otherwise the request is created for issue for production without an order link.
When rows are selected, pagination is hidden and the selection footer replaces it. Clear the selection to return to pagination.
FAQ
How is this different from Order Wise Raw Materials?
Plan Wise consolidates material demand from Production Plan lines (planning view). Order Wise shows requirements and fulfillment per Production Order after orders exist.
Why are Requested and Received zero?
Those quantities come from Material Requests on Production Orders linked to the plan. If no orders have been created yet, Requested and Received stay zero — Required and Stock still show planned demand vs availability.
Can I create one Material Request for multiple plans?
Yes — select the required rows across plans and click Create Material Request in the bottom footer.
Why is the same raw item only listed once per plan?
By default the report consolidates the same raw item (and variant) across all lines of a plan into one row with summed quantities. Use Show Detailed to see separate rows per finished plan line.
Can I export this report?
Yes — use Export from report actions for Excel analysis.
Where do plans come from?
See Production Plan for creating plans and generating Production Orders from plan lines.