A multi-service type multi-level approval material requisition application management method

Abstract

This invention discloses a multi-level approval management method for material requisition applications across multiple business types. Through a hierarchical grid design, it achieves five-level approval (workshop planner → deputy workshop director → workshop director → equipment department staff → equipment department head) and full-chain operation tracking. Simultaneously, it significantly improves approval efficiency by using front-end color-coding to distinguish status and a one-click filtering function. The system covers multiple business scenarios, completely recording the personnel, address, and time of each operation, achieving audit-level traceability. It also integrates with SAP orders, contract numbers, and inventory, solving problems such as chaotic material requisition processes, inefficient approvals, fragmented data, and difficult cost accounting in traditional methods. This invention is suitable for equipment and material management scenarios in large industrial enterprises. It has been practically implemented in state-owned steel plants for many years.

Description

Technical Field

[0001] This invention relates to the field of equipment and materials management technology for industrial enterprises, specifically to a digital management method for multiple business scenarios such as new products, repairs, rolls, and production auxiliary materials. This method uses a hierarchical grid to achieve five-level approval (initiated by workshop planner → deputy workshop director → workshop director → equipment department staff member → equipment department head), full-chain operation traceability, and front-end visual filtering. Background Technology

[0002] Traditional equipment department material requisition management has the following pain points: 1. The business types are mixed, the forms are not standardized, and key information is missing; 2. Approval processes rely on offline procedures, resulting in no visible progress and unclear responsibilities; 3. Lack of audit-level traceability; unable to record the reviewer, operation address, and time. 4. Data is scattered and cannot be linked with SAP orders and contract numbers for cost calculation; 5. Lack of verification between inventory and requisitions can easily lead to over-requisitioning of materials or requisitions without available inventory. 6. The offline processing of the five-level approval process is extremely inefficient, prone to loss and shirking responsibility, and unable to quickly screen applications at different stages. Summary of the Invention

[0003] This invention provides a multi-level approval and material requisition application management method for multiple business types. Through hierarchical grid design, full-link operation traceability and front-end visual filtering, it achieves standardized, efficient and traceable control of the entire process.

[0004] 3.1 Unified Forms for Multiple Business Scenarios • Covers four core business categories: new products, repair, rolls, and production auxiliary materials; • Unified data collection: Compact number, plan status, reporting unit, material information, SAP order, contract number, quantity, inventory, price, reason for material requisition, etc.

[0005] 3.2 Layered Grid and Five-Level Approval (Accurately Recreating On-Site Roles) • Employs a three-layer mesh structure: 1. Basic Information Layer: Business source information such as compact number, plan status, and reporting unit; 2. Five-level approval system: Level 2 Review: Deputy Workshop Director Level 3 Review: Workshop Director Level 4 Review: Equipment Department Clerk Five-level review: The equipment section chief records the reviewer, review address (IP / machine name), and review time at each level, ensuring that responsibility is assigned to the person, the equipment, and the time.

[0006] 1. Operation Traceability Layer: Records the applicant (workshop planner) / address / time, and the modifier / address / time, fully preserving the application initiation and change trajectory.

[0007] • The approval process is irreversible and must proceed in the order of "workshop planner → deputy director → director → equipment section staff member → section chief" to ensure compliance.

[0008] 3.3 End-to-end audit and traceability • Every operation (add / modify / review / delete) is recorded with: operator + operation address + operation time; Data that has completed five levels of approval should not be modified arbitrarily to prevent subsequent tampering.

[0009] 3.4 Front-end visual filtering and status differentiation (core highlight) • Status color differentiation: Different colors are used to intuitively mark the application status: Unreviewed, Level 2 review completed, Level 3 review completed, Level 4 review completed, Level 5 review completed, and outbound, allowing you to identify the approval progress at a glance; • One-click filtering function: Provides a status filtering button, which can be clicked to quickly filter applications with the corresponding status (such as only viewing "Unreviewed" or "Secondary review completed"), greatly improving approval and query efficiency; • Approving personnel can directly locate pending tasks, avoiding the need to search through large amounts of data one by one, significantly reducing operating costs.

[0010] 3.5 Inventory and Cost Linkage • Automatically links to inventory levels and verifies in real time whether the requested quantity is sufficient; • Material requisition requests are linked to SAP orders and supply contract numbers, enabling full-chain traceability from application to procurement and cost accounting; Automatically generates material requisition ledgers, approval progress reports, and cost summary reports, and supports one-click export to Excel.

[0011] 3.6 Access Control • Assign permissions by job position: Only workshop planners can initiate applications, and only the corresponding job positions can perform the corresponding approval operations; Sensitive operations (deletion, level 5 review) require secondary confirmation to prevent accidental operations and unauthorized behavior.

Claims

1. A method for managing material requisition applications for multiple business types, characterized in that, It adopts a hierarchical grid structure, including a basic information layer, a five-level approval layer, and an operation record layer, which fully records the data of the entire application process from initiation to completion.

2. The method according to claim 1, characterized in that, The five-level approval process strictly follows the sequence of workshop planner initiation → deputy workshop director → workshop director → equipment department staff member → equipment department head. Each level records the reviewer, review address, and review time to achieve audit-level accountability.

3. The method according to claim 1, characterized in that, The operation trace layer records the applicant (workshop planner) / address / time and the modifier / address / time, completely preserving the application initiation and change trajectory.

4. The method according to claim 1, characterized in that, The front-end interface uses colors to distinguish application status and provides a one-click filtering function, which can quickly filter applications in different statuses such as unreviewed and completed at each level of review, thereby improving approval and query efficiency.

5. The method according to claim 1, characterized in that, Material requisition requests are linked to SAP order numbers and supply contract numbers, enabling end-to-end data traceability from application to procurement and cost accounting.

6. The method according to claim 1, characterized in that, The system automatically associates inventory levels, verifies application quantities in real time, and supports one-click export of reports for cost accounting and auditing.