Material Logistics#

Estimated time to read: 53 minutes

The purpose of Material Logistics is to provide material requirements and analytical support to determine optimal manufacturing cycle times, safety stock inventory requirements, and any other parameters related to material planning and inventory management.

Material Logistics supports the business processes related with requesting materials, fulfilling those requests and moving material between locations. This ensures that the right materials are available in the right quantities, at the right time, and in the right location.

With Material Logistics you can also specify different material supply paths for different storage areas and production lines, as well as support product lifecycles for better all-round management.

This document will guide you through the Material Logistics Module required configurations.

Overview#

The Material Logistics module enables the management and control of raw material since it becomes available in the warehouse until it is consumed on the shop floor. The Critical Manufacturing MES Material Logistics concepts and functionalities will be described in more detail over the next sections.

Concepts#

The Critical Manufacturing MES Material Logistics model is aligned with ISA-95 standard, as shown in the Table and Figure below. ISA-95 is the international standard for developing an automated interface between enterprise and control systems.

Critical Manufacturing MES implements Level 3 activities applicable to repetitive/discrete and inventory operations. The table below maps ISA-95 Object concepts into Critical Manufacturing MES concepts.

Table: ISA-95 and Critical Manufacturing MES concepts

The table below describes the main concepts related to Material Logistics.

Table: Material Logistics main concepts

The concepts presented above are linked in the MES object models displayed in the figure below.

Moisture Sensitive Devices#

Moisture Sensitive Devices (MSD) are electronic components encapsulated with plastic compounds and other organic materials. These devices have associated a Moisture Sensitivity Level (MSL), which can be assessed by the IPC/JEDEC J-STD-033C-1, Handling, Packing, Shipping, and Use of Moisture/Reflow Sensitive Surface Mount Devices standard. This standard defines the time that an MSD can be exposed to ambient room conditions and also defines how exposure time can be preserved and recovered.

The control of an MSD is within the scope of the Material Logistics module and is explained in more detail in the Moisture Sensitivity Level Handling section.

Setting up a Material Logistics Flow#

To enable the Material Logistics module functionalities, it is necessary to set up the Critical Manufacturing MES entities. An example, with the entities hierarchy, is displayed in the Figures below. On this example, the following structure can be observed: raw Materials are received on the Incoming Goods Area, within a Central Warehouse Area. After that, the Materials are stored in an intermediate location, on the Production Warehouse Area, within the Production Area. Then, Materials are transported to a location closer to the Production Line Area in order to be readily available for consumption, the Line Storage Area.

The entities hierarchy for the above-mentioned example is displayed in the figure below.

Caption:

In order to set up the Material Logistics-related Entities, it's necessary to follow the steps as described in the Table below.

Table: Steps to setup the Material Logistics related Entities

The next sub-sections will cover the Material Logistics configuration steps in more detail.

Enterprise, Site and Facility#

An Enterprise is the topmost MES entity of the entities hierarchy, as displayed in the Figure above. An Enterprise can, optionally, be linked to one or more Sites.

To create a Site, the properties listed in the table below need to be defined.

Table: Site properties

A Site can, optionally, be linked to one or more Facilities. To create a Facility, the properties listed in the table below need to be defined.

Table: Facility properties

After the creation of a Facility, it is possible to define to which Facilities it is possible to Ship to, by accessing the Manage Facilities to Ship to on the Facility Details.

Areas#

To model a production site, it is required to define, in the first place, the Areas hierarchy and then, the Areas Supply Flows. The Area hierarchy is established by the defined Parent Areas.

The Areas Supply Flows define, for example, which Area will supply the required Materials to a particular destination Area and it is established by the Supply Areas defined for the destination Area. Please refer to the Supply Areas sub-section.

To create an Area, the properties listed in the table below need to be defined.

Table: Area properties

Taking the above-mentioned example, raw Materials are received and stored in the Incoming Quality Control Step, on the Central Warehouse Area. When required, Materials will be transported to the Production Storage Step and, then, will be transported to the Line Storage Step in order to be consumed, as displayed in the figure below.

Caption:

Supply Areas#

Supply Areas define the Areas supply flows and can only be defined for Areas of type Production Line or Storage Area. Taking the above-mentioned example, the Areas supply flows to be defined are shown in the Figure below.

The Supply Areas are defined through the Manage Supply Areas wizard, as shown in the figure below.

Transfer Requirement Types#

Area Transfer Requirement Types define the different Transfer Requirements scenarios supported by the Destination Location Area and can only be defined for Areas of type Production Line or Storage Area.

To configure a Transfer Requirement Type, it is necessary to access, from the Area object, the Manage Transfer Requirement Types wizard and it consists of the properties listed in the table below.

Table: Transfer Requirement Types properties

Resource#

A Material, to be stored, transferred or picked, requires Resources with specific configurations, as will be described in more detail in this section.

The following Resources should be created for the Material Logistics functionalities usage:

• Picking Place - the Resource where the Materials are placed to exit and enter Storage Areas and Production Line locations. The same Picking Place can be used as incoming and outgoing and it can be shared for multiple Areas and Production Lines (the property Picking Place must be set as True)
• Storage Resource - the Resource where the Materials need to be stored in order to be picked (the property Picking Place must be set as False)
• Transport Resource - the Resource which will perform the Material transport. It is only required if a Transport Service is configured for the Picking Place

To create a Resource for Material Logistics, the properties listed in the table below need to be defined.

Table: Resource properties

For the above-mentioned example, the required Storage Resources are the following: Incoming Goods Storage, Production Storage, and Line Storage.

Storage Bin#

Storage Bins are storage locations within Storage Resources.

A Storage Resource provides a Service of Processing Type Storage, which will be required by the Queued/Processed Storage Service of the Step.

To configure a Storage Bin within a Storage Resource, the properties listed in the table below need to be defined.

Table: Storage Bin Resource properties

Picking Place#

A Picking Place is a virtual storage location that represents a staging area for Material in-between transports, as illustrated in the Figure below.

For the above-mentioned example, the required Picking Place Resources are the following: Incoming Goods Picking Place (defined as the Outgoing Picking Place of the Incoming Goods Area), Production Picking Place (defined as the Incoming and Outgoing Picking Place of the Production Warehouse Area), Line Picking Place (defined as the Incoming Picking Place of the Line Storage Area) and the Production Line Picking Place (defined as the Incoming Picking Place of the Production Line Area).

Transport Resource#

A Transfer Order will require a Transport Resource if the Source Location Picking Place defines a Transport Service.

A Transport Resource provides Services of Processing Type Transport.

Resource Automatic Replenishments#

To ensure certain Resource inventory levels, it is possible to configure automatic replenishments. This means that a Transfer Requirement will be automatically created if the Resource's inventory level drops below a defined target inventory.

To use Automatic Replenishments, it is necessary either to configure the Replenishment Context, which can be accessed via the Resource Contexts View or via the Resource Inventory section on the Resource Details View and it consists of the properties listed in the table below. If the User configures the Resource Replenishment Context, then a more broad context can be defined and when storing or attaching a material to the Resource, a specific row will be added to the Resource inventory for the Material's Product.

Table: Resource Replenishment Context properties

Since a Replenishment context can be defined for Resources with Processing Type Storage and Process, different operations can be performed to maintain the Resource inventory, as listed in the table below.

Table: Resource inventory management handling for Storage and Process resources

Take a look at the following example, a Retrieve was performed in a Storage Resource of a Product with Reorder Mode defined as Automatic. Since the Target Inventory minus the Resource Quantity and the Requested Quantity equals 1600 and that the Reorder Quantity is 1000, the Requested Quantity equals 2000, as illustrated in the Figure below.

The Resource Inventory can be accessed and managed from the Resource Details, as illustrated in the Figure below.

Product#

For the Material Logistics module, there are additional properties available for configuration on the Product, as listed in the table below.

Table: Product Material Logistics properties

The Generic Table Moisture Sensitivity Levels has available out-of-the-box the entries listed in the Table below.

Table: Out-of-the-box Moisture Sensitivity Levels

Product Manufacturers#

For Products with Product Type defined as Raw Material, Part, or Durable, it is possible to manage a list of Product Manufacturers.

To configure the Product Manufacturers, it is necessary to access the Manage Product Manufacturers wizard and, for each Product Manufacturer, the properties listed in the table below need to be defined.

Table: Product Manufacturer properties

Material Logistics Information#

If the Product has Default Units defined, the Material Logistics Information can be defined, as listed in the table below.

Table: Material Logistics properties

Using Material Logistics#

After setting up the required configurations mentioned in the above sections, the Material Logistics functionalities can be used, as described over the next sections.

Transfer Requirement#

A Transfer Requirement contains information regarding the Material (Product and Quantity) needs in a destination location and which source location will fulfill those needs.

Create Transfer Requirement#

The creation of a Transfer Requirement can be performed manually through the Create Transfer Requirement wizard, as displayed in the Figure below.

In a Transfer Requirement creation, it is necessary to define the properties listed in the Table below.

Table: Transfer Requirement creation

For each Transfer Requirement, there must be at least one Transfer Requirement Item and it is necessary to define the properties listed in the Table below.

Table: Transfer Requirement Items definition

When creating a Transfer Requirement, its settings are inherited from the selected Transfer Requirement Type definitions. The Transfer Requirement and the Transfer Requirement Items System State are set as Requested. The Transfer Requirement State Model is illustrated in the Figure below.

After creating the Transfer Requirement, it needs to be approved. If Automatic Approval is set to True, the Transfer Requirement is automatically approved. Otherwise, the Transfer Requirement must be approved manually by using the Approve Transfer Requirement wizard, available on the Transfer Requirement. Once approved, the System State of the Transfer Requirement is set to Approved, and the Transfer Requirement Items System State is kept as Requested.

After approving the Transfer Requirement, it is possible to perform its Release. If Automatic Release is set to True, the Transfer Requirement System State is automatically released. Otherwise, the Transfer Requirement must be manually released by using the Release Transfer Requirement wizard. If the Transfer Requirement has the property Enable Partial Release set to True, it is possible to specify only part of the Required Quantity to be released, as displayed in the Figure below. On Release, the Transfer Requirement Item Released Quantity is increased to the defined Released Quantity.

When the Released Quantity matches the Required Quantity, the Transfer Requirement Item System State is set as Released. When all Transfer Requirement Items System State are set as Released, the Transfer Requirement System State is set as Released as well.

Create a Transfer Requirement for Material#

A Material may be assembled when it is processed in a Step if a BOM context is defined. The User can create a Transfer Requirement in order to ensure that the Source Materials to be assembled are available on the Source Step.

To create a Transfer Requirement for a Material, the User must access the Create Transfer Requirement for Material wizard on the Material Details.

The Material must be in a Step with an applicable BOM and the BOM Source Products available for selection for the Transfer Requirement have the property Enabled For Material Logistics set to True.

There is also the option of Special Create Transfer Requirement for Material. This option allows the selection of the Flow/Step for the Material for which the Transfer Request will be created, and the selected Step must have an applicable BOM Context for the Material.

Create a Transfer Requirement for Maintenance Activity Order (MAO)#

When performing an MAO, a Bill-Of-Parts (a BOM with Scope Parts) may be defined in the Maintenance Plan Activity. The User can create a Transfer Requirement in order to ensure that the required Parts are available on the Source Step.

To create a Transfer Requirement for an MAO, the User must access the Create Transfer Requirement for Maintenance Activity Order wizard on the MAO Details.

The BOM Item Product must have the property Enabled For Material Logistics set to True.

Split Transfer Requirement#

After the creation of a Transfer Requirement, there may be the need to split it since:

• A Material may not be available
• Due to a Material's Floor Life, it may be picked separately

To split a Transfer Requirement, the User must access the Split Transfer Requirement wizard available on the Transfer Requirement Details or from the Transfer Requirement page on Planning and Logistics. Then, the User must select the Transfer Requirement Items he/she wishes to move to a separate Transfer Requirement. It is possible to filter the Items by Products with Floor Life or by Materials Unavailable in Source Location, as displayed in the Figure below.

Change Transfer Requirement Information#

It is possible to change the following Transfer Requirement information: Source Location, Destination Location, Priority, and Delivery Due Date, by accessing the Change Transfer Requirement Information wizard, as displayed in the Figure below.

View Transfer Requirement Report#

The User can view a report with the Transfer Requirement information by selecting the View Report button, available on the Transfer Requirement Details, or from the Transfer Requirement page on Planning and Logistics.

Planning and Logistics - Transfer Requirements#

The existing Transfer Requirements can be accessed on the Planning and Logistics section, as displayed in the Figure below.

There are two tabs: Transfer Requirements and Items (Transfer Requirements Items). On each tab it is possible to select a row and perform the following operations:

• Create a Transfer Requirement
• Approve
• Unapprove
• Release
• Change Transfer Requirement Information
• Cancel
• View Report
• Create Transfer Order for Transfer Requirement

Pick List#

A Pick List defines specific Materials to be picked in order to fulfill one or more Transfer Requirements. It enables the tracking of Material needs of Transfer Requirements, by specifying which Materials should be picked and in which sequence the picking should be performed.

Create Pick List For Transfer Requirements#

When Releasing a Transfer Requirement Item, a Pick List is created if the Transfer Requirement property Skip Picking is set to False.

A Release can encompass Transfer Requirement Items from different Transfer Requirements.

The Pick List State Model is illustrated in the Figure below.

A Material, to be considered for picking, must meet the following conditions:

• Needs to be a topmost Material
• Must not be on Hold
• Must be In Store, if the Source Location is a Storage Area
• If the Product property Split for Picking is set to False, then the Material must not be referenced in a Pick List
• Must not be referenced in a Transfer Order Item

Only Materials which meet the conditions above will be available for Picking. If a Picking Strategy is defined, the defined Sort Rule Set will be used to sort the Materials that are available for selection for the Pick List.

If a Picking Sequence is defined and Automatic Picking is set to False, after the selection of the Materials to be Picked, the Pick List Item Sequence is defined.

If the property Automatic Picking of all Transfer Requirement Items is set to True, then the selected Materials will be automatically picked.

Manage Pick List Items#

After the creation of a Pick List, there may be the need to manage the Pick List Items since:

• A Material may not be available
• The Material has meanwhile expired
• The user wants to select a particular Material

To Manage Pick List Items, the Pick List System State must be Open or InProgress and the Pick List Item State must be Open.

A Material, to be considered for picking, must meet the above-mentioned conditions.

Pick Pick List#

After the creation of a Pick List, the Materials of the Pick List Items need to be picked, as displayed in the Figure below. Since it can be a long-running operation, items can be picked separately.

To Pick a Pick List, its System State must be Open or In Progress.

If a Picking Sequence is defined, the items must be picked by that order.

If the Product property Split for Picking is set to True and the Primary Quantity of the Material to be Picked is higher than the Released Quantity, then the Material is split. Also, if the Material has Sub-Materials, the Primary Quantity of the Sub-Materials is considered as available quantity and the Parent Material is split, taking the required Sub-Materials.

The Material is retrieved from the Storage Resource and stored in the Outgoing Picking Place of the Source Location when picking is performed.

If the User wishes to Unpick a Material, it is retrieved from the Outgoing Picking Place and stored in the Storage Resource where it was initially stored.

Take Pick List Ownership#

A User can become responsible for picking a Pick List. In order to do so, the User must access the Pick List Details or the Pick List page on Planning and Logistics and select the Take Ownership button.

View Pick List Report#

The User can view a report with the Pick List information by selecting the View Report button, available on the Pick List Details or from the Pick List page on Planning and Logistics.

Planning and Logistics - Pick List#

The existing Pick Lists can be accessed on the Planning and Logistics section, as displayed in the Figure below.

There are two tabs: Pick Lists and Items (Pick List Items). It is possible to select a row and perform the following operations:

• Pick, only on the Pick List tab
• Unpick, only on the Pick List tab
• Take Ownership, only on the Pick List tab
• View Report, only on the Pick List tab
• Create Transfer Order

Transfer Order#

A Transfer Order is used to move a Material from one location to another. It can be created from one or more Transfer Requirements or Pick Lists and it can also be created Ad-hoc.

Create a Transfer Order#

The creation of a Transfer Order can be manually performed (Ad-hoc creation) through the Create Transfer Order wizard, as displayed in the Figure below.

When creating a Transfer Order, it is necessary to define the properties listed in the Table below.

Table: Transfer Order creation

When creating a Transfer Order, it is necessary to specify the Transfer Order Items properties, as listed in the Table below.

Table: Transfer Order Item creation

On the Transfer Order creation, the Transfer Order and the Transfer Order Items System State are set as Open. The Transfer Order State Model is illustrated in the Figure below.

Manage Transfer Order Items#

After the creation of a Transfer Order, there may be the need to manage the Transfer Order Items since:

• A Material may not be available
• The Material has meanwhile expired
• The user wants to select a particular Material

To Manage Transfer Order Items, the creation mode must have been Ad-hoc, the Transfer Order System State must be Open and the Transfer Order Item State must be Open.

A Material, to be considered for the Transfer Order, must meet the conditions mentioned in the Create a Transfer Order section.

Create a Transfer Order For Transfer Requirements#

The creation of a Transfer Order can be performed through the Create Transfer Order For Transfer Requirements wizard, as displayed in the Figure below. This wizard can be accessed from the Transfer Requirement Details or from the Transfer Requirement page on Planning and Logistics.

In order to be possible to create a Transfer Order For Transfer Requirements, the following conditions need to be met:

• Transfer Requirements property Skip Picking must be set to True
• All Transfer Requirements have System State Approved or Released
• All Transfer Order Requirements Automatic Delivery and Automatic Confirmation must be the same
• All Transfer Requirements must have the same Source and Destination Locations

The following properties will be inherited from the Transfer Requirements: Source Location, Destination Location, Priority, Delivery Due Date, and Automatic Delivery. The Priority and Delivery Due Date are the lowest of all the selected Transfer Requirements.

The Transfer Requirement Items available for selection have System State Requested or Released.

When creating a Transfer Order, the Transfer Order and the Transfer Order Items System State are set as Open and the following properties are inherited from the Transfer Requirement: For Resource, For Step, For MAO, For Production Order, Transfer Requirement, Source Location, Destination Location, and Automatic Delivery.

The Transfer Order Items are linked with the Transfer Requirement Item. Also, on the Transfer Requirement, the property In Transfer Order Quantity of the Transfer Requirement Item is increased by the Transfer Order Item Primary Quantity.

If the option Automatic Delivery is set to True, the Transfer Order is automatically begun and delivered, having its System State set as Delivered. Also, if the option Automatic Confirmation is set to True, the Transfer Order is automatically confirmed, having its System State set as Closed.

Create a Transfer Order For Pick List#

The creation of a Transfer Order can be performed through the Create Transfer Order For Pick Lists wizard, as displayed in the Figure below. This wizard can be accessed from the Pick List Details or from the Pick List page on Planning and Logistics.

In order to be possible to create a Transfer Order For Pick Lists, the following conditions need to be met:

• All the Pick Lists System State must be In Progress or Picked
• All the Pick Lists Automatic Delivery and Automatic Confirmation must be the same

The following properties will be inherited from the Pick Lists: Source Location, Destination Location, Priority, and Delivery Due Date. The Priority and Delivery Due Date are the lowest of all the selected Transfer Requirements.

On the Pick List, the properties Automatic Delivery and Automatic Confirmation are set to True if the respective property is set to True for all the Transfer Requirements, of all the Pick List Item Transfer Requirement Items.

The Pick Lists Items available for selection have System State Picked.

On the Transfer Order creation, the Transfer Order and the Transfer Order Items System State are set as Open and the following properties are inherited from the Transfer Requirement: For Resource, For Step, For MAO, For Production Order, Pick List, Source Location, Destination Location, and Automatic Delivery. The Transfer Order Items are linked with the respective Pick List Item.

Begin Transfer Order Movement#

In order to start the transport of a Transfer Order, the User must perform the Begin Movement of the Transfer Order. The Transfer Order System State must be Open.

The begin of the Transfer Order can be performed through the Begin Transfer Order Movement wizard, as displayed in the Figure below. This wizard can be accessed from the Transfer Order Details or from the Transfer Order page on Planning and Logistics.

If the Outgoing Picking Place for the Source Location has a Transport Service defined, a Transport Resource must be provided. It must have the same Facility as the Source Location or if the Transport Resource is in another Facility, the Resource must not be associated with any active Transfer Order.

If the Source Location is a Storage Area, the Materials referenced in Transfer Order Items must be In Store in the Source location or In Store at Outgoing Picking Place.

The Material is retrieved from the Storage Resource and stored in the Outgoing Picking Place of the Source Location, if not already when the Begin Transfer Order Movement is performed.

If the Transfer Order Item has a linked Pick List Item, the Pick List Item State is set to In Transport.

The Transported Quantity of the Transfer Requirement Item linked to the Transfer Order Item is increased by the Transfer Order Item Primary Quantity.

When performing the Begin of the Transfer Order, its System State is set to In Progress.

The Material is retrieved from the Outgoing Picking Place of the Source Location when the Begin Transfer Order is performed. If the Transport Resource is in a different Area from the Transfer Order Source Location Outgoing Picking Place, the Area of the Resource is changed to the Source Location Outgoing Picking Place Area.

Complete Transfer Order Movement#

In order to complete the transport of a Transfer Order, the User must perform the Complete Movement of the Transfer Order. The Transfer Order System State must be InProgress.

If a Transport Resource is associated with a Transfer Order, all Transfer Orders where the Resource is associated as well will be processed in bulk.

If the Transfer Order Item has a linked Pick List Item, the Pick List Item State is set to Delivered.

The Delivered Quantity of the Transfer Requirement Item linked to the Transfer Order Item is increased by the Transfer Order Item Primary Quantity. The Transfer Requirement Item State is set to Delivered if the Delivered Quantity is greater or equal to the Transported Quantity.

When performing the Complete of the Transfer Order, its System State is set to Delivered.

The Material is stored in the Incoming Picking Place of the Destination Location when the Complete Transfer Order is performed.

If the option Automatic Confirmation is set to True, the Transfer Order is automatically confirmed, having its System State set as Closed.

Confirm Transfer Order Items#

In order to confirm the transportation of a Transfer Order, the User must perform the Confirm of the Transfer Order. The Transfer Order System State must be Delivered.

When confirming a Transfer Order, depending on the Transfer Order Item Type, two different actions are performed:

• New Materials are created and then stored in a Storage Resource of the Destination Location, if the Transfer Order Item Type is Product Quantity
• The Materials can be stored in a Storage Resource of the Destination Location, if the Transfer Order Item Type is Material

If the Destination Location is a Production Line, the Materials are stored in the Incoming Picking Place associated with the Production Line. If the Destination Location is a Storage Area, the Materials are stored in a Storage Resource and Storage Bin.

If the Transfer Order Item has a linked Pick List Item, the Pick List Item State is set to Closed.

The Closed Quantity of the Transfer Requirement Item linked to the Transfer Order Item is increased by the Transfer Order Item Primary Quantity. The Transfer Requirement Item State is set to Closed if the Closed Quantity is greater or equal to the Delivered Quantity.

The Transfer Order Item State is set to Confirmed.

Take Transfer Order Ownership#

A User can become responsible for processing a Transfer Order. In order to do so, the User must access the Transfer Order Details or the Transfer Order page on Planning and Logistics and select the Take Ownership button.

• Begin the Transfer Order Movement
• Complete the Transfer Order Movement

If a Transport Resource is associated with the Transfer Order, all In Progress Transfer Orders where the Resource is associated as well will have the same Owner.

Planning and Logistics - Transfer Order#

The existing Transfer Orders are available to be consulted on the Planning and Logistics section, as displayed in the Figure below.

There are two tabs: Transfer Orders and Items (Transfer Orders Items). On the Transfer Orders tab is possible to select a row and perform the following operations:

• Create Transfer Order
• Take Ownership
• Begin Movement
• Complete Movement
• Confirm
• Cancel
• View Report

Practical Example#

Taking the above-mentioned example, the raw Materials which are considered for Material Logistics are in the Incoming Goods Area and stored on the Incoming Goods Storage Resource.

When a Transfer Requirement is created for a Product, the Materials that will fulfill it are the ones stored in the Incoming Goods Storage Resource.

On the approval and release of the Transfer Requirement Item, a Pick List is created, if the Transfer Requirement property 'Skip Picking' is set to false. When the Materials of the Pick List Item are picked, those are retrieved from the Incoming Good Storage Resource and stored in the Incoming Goods Picking Place.

Having picked Materials, it is possible to create a Transfer Order. Since no Transport Service is required on the Picking Place, it is optional to select a Transport Resource. When the Begin Transfer Order Movement is performed, i.e., the Materials will leave the Incoming Goods Area, those are retrieved from the Incoming Goods Picking Place. On completion of the Transfer Order, i.e., the Materials will arrive at the Production Storage Area, those are stored in the Production Picking Place. On confirmation of the Transfer Order, the Materials are retrieved from the Production Picking Place and stored in the Production Storage Resource.

Then, the Materials to be consumed can either be transported to the Line Storage or to the Production Line Areas. Before leaving the Production Storage Area, Materials are stored in the Production Picking Place. If the Materials are to be transported to the Line Storage Area, the Materials are stored in the Line Picking Place and then stored in a Line Storage Resource. If the Materials are to be transported to the Production Line Storage Area, Materials are stored in the Production Line Picking Place, as shown in the figure below.

Caption:

Periodic Inventory Handling#

The Periodic Inventory is performed in order to assess the Materials available on Storage Resources.

Create Periodic Inventory#

To create a Periodic Inventory, it is necessary to define the properties listed in the Table below.

Table: Periodic Inventory properties

When creating a Periodic Inventory, its System State is set to Open and the selected Resources will have the property Periodic Inventory Locked set to True. Also, on the created Periodic Inventory are displayed the lists of Periodic Inventory Resources and Materials, as displayed in the Figure below. The listed Materials are topmost and the Current Resource is included in the list of Periodic Inventory Resources.

If the Storage Resource has the property Periodic Inventory Locked set to True, it is not possible to Store or Retrieve Materials and, for the Stored Materials the following operations can not be performed:

• Split
• Merge
• Split Material By Product
• Change Material Product
• Change Material Quantity. for the topmost Material
• Record Material Losses
• Record Sub-Material Losses

Begin Periodic Inventory#

In order to Begin a Periodic Inventory, the User must access the Begin Periodic Inventory wizard available on the Periodic Inventory Details or from the Periodic Inventory page on Planning and Logistics. The Periodic Inventory System State must be Open.

When beginning a Periodic Inventory, its System State is set to InProgress.

Perform Periodic Inventory#

In order to Perform a Periodic Inventory, the User must access the Perform Periodic Inventory wizard available on the Periodic Inventory Details or from the Periodic Inventory page on Planning and Logistics. The Periodic Inventory System State must be InProgress.

For every Material included in the list of Periodic Inventory Materials, the User must confirm if the System Primary Quantity matches the Physical Primary Quantity, as displayed in the Figure below. If the Physical Primary Quantity is different than the System Primary Quantity, the Material Primary Quantity is changed. If the Material Physical Primary Quantity is set to zero, the Material is terminated.

If the Material has Sub-Materials, the User manually must correct the Materials and Sub-Materials before being able to provide the inventory Material Physical Primary Quantity, through the Change Quantity operation.

When beginning a Periodic Inventory, its System State is set to InProgress. To each Periodic Inventory Material Item for which the Physical Quantity is provided, its State is set to Closed.

Complete Periodic Inventory#

In order to Complete a Periodic Inventory, the User must access the Complete Periodic Inventory wizard available on the Periodic Inventory Details or from the Periodic Inventory page on Planning and Logistics. The Periodic Inventory System State must be InProgress. All Periodic Inventory Material Items must have their State set to Closed.

When completing a Periodic Inventory, its System State is set to Closed and the Resources will have the property Periodic Inventory Locked set to False and the property Last Periodic Inventory Date is set to now.

Take Periodic Inventory Ownership#

A User can become responsible for performing a Periodic Inventory. In order to do so, the User must access the Periodic Inventory Details or the Periodic Inventory page on Planning and Logistics and select the Take Ownership button.

• Begin
• Perform
• Complete

Planning and Logistics - Periodic Inventory#

The existing Periodic Inventories are available to be consulted in the Planning and Logistics section.

It is possible to perform the following operations:

• Create Periodic Inventory
• Take Ownership
• Begin
• Perform
• Complete
• Cancel
• View Report

Packages#

For information on Packages, see Packing.

Moisture Sensitivity Level Handling#

When creating a Material, if the respective Product has a Moisture Sensitive Level defined, the Floor Life information defaults to the Product properties, as displayed in the Figure below. Nonetheless, the Moisture Sensitive Level can be altered.

Start Floor Life Counter#

To start a Material Floor Life counter, it is necessary to access the Start Floor Life Counter wizard, as displayed in the Figure below.

The Material must have defined the Remaining Floor Life to start the counter.

If the Material has sub-Materials with the Remaining Floor Life defined, the counter will also be started for the sub-Materials.

Stop Floor Life Counter#

To stop a Material Floor Life counter, it is necessary to access the Stop Floor Life Counter wizard, as displayed in the Figure below.

If the Material has sub-Materials with the Remaining Floor Life defined, the counter will also be stopped for the sub-Materials.

Seal Material#

To seal a Material, it is necessary to access the Seal Material wizard.

If the Material has sub-Materials with the Remaining Floor Life defined, the Floor Life Sealed property will also be set to True for the sub-Materials.

If the Material is stored in a Storage Resource having the properties Floor Life Safe and Start Floor Life Counter On Retrieve set to True when retrieving the Material the counter will not be started.

To unseal the Material, it is necessary to start the Floor Life counter.

Reset Floor Life Counter#

To reset a Material Floor Life counter, it is necessary to access the Reset Material Floor Life wizard.

To reset the counter, the Material must have defined the Remaining Floor Life and the Material Floor Life Counter State must be set as Stopped.

If the Material has sub-Materials with the Remaining Floor Life defined, the Remaining Floor Life is reset for the sub-Materials.

When performing the Reset Floor Life Counter of the Material, if the Material has an MSL defined:

• If the Material MSL is unlimited, then the Reset cannot be performed since the Remaining Floor Life is unlimited
• If the Floor Life is not defined, the User must define the Remaining Floor Life
• If the Floor Life is defined, the Remaining Floor Life is set with the defined MSL Floor Life

When performing the Reset Floor Life Counter of the Material, if the Material does not have an MSL defined and the Material Product Manufacturer has defined an MSL:

• If the Material Product Manufacturer MSL is unlimited, then the Reset cannot be performed
• If the Floor Life is not defined, the User must define the Remaining Floor Life
• If the Floor Life is defined, the Remaining Floor Life is set with the Material Product Manufacturer defined MSL Floor Life

When performing the Reset Floor Life Counter of the Material, if the Material does not have an MSL defined and the Material Product does not have defined an MSL and the Material Product as an MSL defined:

• If the Material Product MSL is unlimited, then the Reset cannot be performed
• If the Floor Life is not defined, the User must define the Remaining Floor Life
• If the Floor Life is defined, the Remaining Floor Life is set with the Material Product defined MSL Floor Life