Deliver Material Transfer#

MaterialTransfer.Deliver

Overview#

This operation is used to deliver a Material Transfer.

Setup#

In order for the Deliver Material Transfer to be fully functional, one customization must be deployed in Critical Manufacturing's installation:

• To resolve the Materials from the Source Facility to where Quantity is taken for mode ConsumeInventory.

This transaction requires an electronic signature, as a different Employee from the current logged in user can receive the Material. To skip the electronic signature step, use the Special Deliver Material Transfer transaction, instead.

Preconditions#

• Material Transfer's universal state is Active and system state is Approved Or Ready.
• Material Transfer TransferMode must be ConsumeInventory Or ConsumeMaterial.
• The Facility, Area and Step where the Materials will be received must be the same for all Material Transfer Materials and must match the Material Transfer's ToFacility.
• Depending on the Material Transfer AllowedPickupMode:
  • If Any: any user can perform this use case (no restrictions).
  • If Requester: current employee must match the RequestedBy.
  • If CostCenterEmployee: the CostCenter of the current user employee must match the CostCenter of the Material Transfer.
  • If AreaEmployee: the Area of the current employee must match the ToArea of the Material Transfer.

Sequence of Steps#

Step 1: Details#

1. Select a Material Transfer and press the Deliver button to initialize the wizard.
2. If not already prepared, then:
3. For Material Transfer mode ConsumeMaterial or TransferMaterial: Provide one or more Materials and respective quantities to fulfill the Material Transfer. Use the and buttons in the grid's toolbar to add and remove Materials. Note that the system will suggest, by default, the required quantity to fulfill the requested quantity, if the quantity is available in the specified Material.
4. For Material Transfer mode ConsumeInventory or TransferInventory: Specify the quantity to be transferred.
5. Review the Material Transfer information.
6. Optionally, enter a comment.
7. When pressing Deliver, a login screen wil be displayed and the employee receiving the Material must sign-in, by providing a username and password.
8. Press Deliver to complete the transaction.

This transaction is available for multiple Material Transfers together from the Warehouse Management page under Planning and Logistics.