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Show a Document at Material Track-In#

In this scenario, you will learn how to:

  • Associate a document with a Material context for a Step, a Product, and the TrackIn operation.
  • View the document in the Dispatch and Track-In Material wizard.
  • View the document while the Material is in process.

Info

Complete Create and Organize Documents first. This scenario uses the internal document created there, for example Doc_Internal. For more information, see:

Sequence of Steps#

1. Configure Material Document Context#

  1. In the left side menu, select Administration.
  2. From the Administration panel, select Tables.
  3. In the left side panel, select Smart Tables.
  4. In the search box, write MaterialDocumentContext.

  5. Select MaterialDocumentContext.

    MaterialDocumentContext smart table in the Tables page.

    The Material Document Context page opens. A new environment has no records.

    Empty Material Document Context page.

  6. In the top ribbon, select Add.

  7. Select the Step. For example, Mixing.
  8. Select the Product. For example, Belgas.
  9. Set the Operation to TrackIn, so that the MES presents the document only for that transaction.
  10. Select the Document to display. For example, Doc_Internal.

  11. Select Add.

    Add Material Document Context Record(s) wizard with Step, Product, Operation, and Document filled.

The MES confirms the operation, and the new record appears in the Material Document Context list.

Info

If you leave Operation empty, the MES presents the document across the transactions of that Step. To present a set of documents, select a Document Group instead of a Document. If several records match the same material, the MES applies the most specific record.

  1. In the Material Document Context list, select the Step link of the new record. For example, Mixing.

  2. Select Open in New Page.

    Material Document Context page with the new record.

2. Perform Track-In#

  1. Open the Step. For example, Mixing.
  2. Select a material of the configured Product that is in state Queued. For example, Cookie02. The Details panel on the right lists the documents that match the context.

  3. In the Transaction group of the ribbon, select Dispatch and Track-In.

    Mixing Step with a material selected and the Dispatch and Track-In action.

  4. In the Dispatch and Track-In Material wizard, select a resource.

  5. Select Next.

    Resource step of the Dispatch and Track-In Material wizard.

  6. In the Documents wizard, check the content of the document. Scroll through the document to read it.

  7. Select Track-In.

    Documents step of the Dispatch and Track-In Material wizard with the document content.

    The MES dispatches and tracks in the material.

    Confirmation that the material was dispatched and tracked in successfully.

3. View the Document#

The document stays available while the MES processes the material.

  1. In the Mixing step page, select the Material that you tracked in. For example, Cookie02.

  2. In the top ribbon, in the Documents group, select View.

    View action in the Documents group of the ribbon.

    The View Material Documents wizard opens and shows the document.

    View Material Documents window with the document.

  3. Select Close.

Expected Result#

After you complete this scenario, the Documents step of the Dispatch and Track-In Material wizard shows the document for materials that match the context. You can also open the Document at any time with View while the material is in process.

Next Scenario#

Continue with Enforce Read and Understand at Track-In.