Material Transfer#

MaterialTransfer.Show

Overview#

A Material Transfer is an object that is used to make requests to and from a warehouse. It typically applies to consumable materials, but it can also apply to Parts.

The system currently supports the following MaterialTransfer types:

• ForCostCenter - to make a request for a Material for a Cost Center
• ForMAO - to make a request to a Part for a Maintenance Activity Order
• ForMaterial - to make a request for a particular Material based on a BOM
• ForReturn - to return a Material to the Warehouse
• Refusal - when a Material Transfer is refused

There are four main MaterialTransfer Modes, defined at the Product Level, which are illustrated in the next picture.

In addition, also at the Product level, there are two relevant MaterialTransfer properties:

• ApprovalMode - which can be:
  • Automatic
  • Manual (by the manager of the requester Employee)
• PickupMode - with four possible values:
  • Any: any person can pick it up
  • Requester: only the Employee that has requested it can pick it up
  • CostCenterEmployee: only an Employee of the same CostCenter can pick it up
  • AreaEmployee: only an Employee of the same Area can pick it up

Every MaterialTransfer follows the life cycle depicted in the next figure:

graph TD
    A1 ---->|Reject| A3[Rejected]
    A1 ---->|Cancel| A4[Canceled]
    A1[Requested] -->|Approve| A2[Approved]
    A2 -->|Prepare| A5[Ready]
    A5 -->|Send| A6[In Transport] 
    A5 --->|Deliver| A7[Completed]
    A6 -->|Receive| A7[Completed]
    A2 -->|Send| A6
    A2 -->|Cancel| A4[Canceled]
    A2 ---->|Deliver| A7[Completed]

class A1,A2,A3,A4,A5,A6,A7,A8,A9,A10,A11,A12 mermaid_state

Tying Everything Together#

graph LR

    L1[Material Transfer Material] --- Main[Material Transfer]
    Main --- A3[Product]
    Main ---|From| A4[Facility]
    Main ---|To| A4
    Main -.-|From| A5[Area]
    Main -.-|To| A5
    L1 --- A2
    A6[Employee] --- Main

subgraph "depending on Material Transfer Type"
    A1[Maintenance Activity Order] -.- Main
    A2[Material] -.- Main
    N1[Cost Center] -.- Main
end

classDef mermaid_title color:#000, fill:#fafafa, stroke:#fafafa, stroke-width:0x, font-size:100%, font-weight:200;
classDef mermaid_start color:#000, fill:#fafafa, stroke:#fafafa, color:#fafafa, stroke-width:0x, font-size:100%, visibility: hidden;
classDef mermaid_businessdata color:#000, fill:#65CDE8, stroke:#65CDE8, stroke-width:0px, font-size:100%;
classDef mermaid_nonbusinessdata color:#000, fill:#B7DEE8, stroke:#B7DEE8, stroke-width:0px, font-size:100%;
classDef mermaid_entity color:#000, fill:#FB9F53, stroke:#FB9F53, stroke-width:0px, font-size:100%;
classDef mermaid_entitylinked color:#000, fill:#FCD5B5, stroke:#FCD5B5, stroke-width:0px, font-size:100%;
classDef mermaid_context color:#000, fill:#B9CDE5, stroke:#B9CDE5, stroke-width:0px, font-size:100%;
classDef mermaid_optional color:#000, fill:#B7DEE8, stroke:#65CDE8, stroke-width:1px, font-size:100%, stroke-dasharray: 5 5;
class Main mermaid_entity
class A1,A2,A3,A4,A5,A6,A7,A8,A9,A10,A11,A12 mermaid_businessdata
class L1,L2,L3,L4,L5,L6 mermaid_entitylinked
class C1,C2,C3,C4,C5,C6 mermaid_context
class N1,N2,N3,N4,N5,N6 mermaid_nonbusinessdata

click Main "../../business-data/material-transfer"
click A1 "../../business-data/maintenance-activity-order"
click A2 "../../business-data/material"
click A3 "../../business-data/product"
click A4 "../../business-data/facility"
click A5 "../../business-data/area"
click A6 "../../business-data/employee"

Sequence Of Steps#

The necessary steps for correctly creating and using a MaterialTransfer are:

1. Make sure that the customization mentioned above has been deployed to the Critical Manufacturing installation.
2. Define the different urgencies in the Generic Table MaterialTransferUrgency.
3. Create a Product and define the MaterialTransfer mode as being different from None.
4. Create Two Facilities with shipping enabled between them.
5. Create at least two Steps (one in each Facility) and mark them with Material Transfer allowed.
6. Create an Employee and, for manual approval, assign an Employee Manager to him/her

7. Depending on the MaterialTransfer type, it is necessary to create the following:

8. ForCostCenter: assign the current Employee to a Cost Center

9. ForMAO: create a MaintenancePlan with a MaintenanceActivity with Parts, and create a Product matching the Part name

10. Make one of the following request types:

11. ForCostCenter

12. ForMAO
13. ForMaterial
14. ForReturn