Materials and Services Requisition + Costing — User Guide
The Materials and Services Requisition + Costing Flow is a TOTVS Fluig process, fully integrated with RM, that automates the request of materials and services at Triaina Agência Marítima — bringing agility, standardization, and control to the process.
The solution consists of two complementary flows:
- Materials and Services Requisition — from the requester opening the requisition through financial review, document archiving in the GED, and automatic expense posting in RM.
- Costing — consolidates, per DA, the requisitions already finished, centralizing costing documents and ensuring traceability and organization in the GED.
Who it is for
| Role | Part in the process |
|---|---|
| Requester | Opens the requisition, provides supplier, items, and remarks; later confirms product receipt or service execution. |
| Supplier | Receives e-mail notifications and, through the public page, attaches documents and provides invoice data. |
| Finance | Reviews the received documents, consolidates requisitions when applicable, and fills in the RM integration data. |
| Operations | In the Costing flow, attaches the DA's costing documents. |
| Costing | Manager group of the Costing flow; reviews data and amounts and approves the costing. |
Requisition flow overview
- Opening the requisition — the requester selects the type (Maritime or Administrative), supplier, DA (when maritime), items, and remarks. See Opening the Requisition.
- Supplier notifications — optional e-mail and public-page link so the supplier can attach documents. See Notifications and public page.
- Receipt/execution — the requester confirms the product was received or the service executed. See Confirming receipt or execution.
- Financial review — Finance validates documents, may consolidate requisitions, and prepares the integration. See Financial review.
- GED and RM expense — documents are stored in the GED and the expense is automatically posted in RM. See GED and expense posting.
Costing flow overview
Costing can start manually (Operations or Costing) or automatically (every Friday, at the end of the workday), always per DA and considering only requisitions finished in Fluig. See Costing Flow.
RM integrations
The process consumes RM queries for suppliers, DAs and their controls, products and services, movement types, branches, cost centers, and ports — and sends the expense to RM via DataServer at the end of the flow. The lists shown in the form's lookup (zoom) fields always come from RM.