Send Material Transfer#

MaterialTransfer.Send

Overview#

This operation is used to send a Material Transfer. The Material Transfer may have been previously prepared or it can be prepared in this operation.

Setup#

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

• To resolve the Materials from the Source Facility from where Inventory is taken for modes TransferInventory and ConsumeInventory.

Preconditions#

• The Material Transfer's universal state is Active and its system state is Approved or Ready.
• The Material Transfer's TransferMode must be TransferInventory or TransferMaterial.
• For all Materials assigned to this TransferMaterial:
  • Must be Active.
  • Must be Topmost.
  • Must not be On Hold.
  • Must be Queued or Processed.
  • Must be in the same Facility as the Material Transfer's FromFacility.
  • If the Material Transfer's FromArea is defined, it must be in the same Area as the Material Transfer.
  • If the Material Transfer's FromStep is defined, it must be in the same Step as the Material Transfer.
  • If the Material Transfer.FromStep is defined, the FromStep must have the property IsMaterial TransferStep must be true.
  • All Materials must be in the same Step (and hence the same Area).
  • The Material Product must match the Material Transfer Product.
  • The Material must not be associated with any other Material Transfer.
• All MaterialTransfer.Material.Quantity must be > 0 and must be <= (Material Transfer.Material PrimaryQuantity + Material Transfer.Material SubMaterialsPrimaryQuantity) and can only be decimal if Material Transfer.Product property Material TransferDecimalQuantityAllowed is true.

Sequence of Steps#

Step 1: Details#

1. Select a Material Transfer and press the Send button to initialize the wizard.
2. In case that the Material Transfer has not yet been prepared, it is necessary to 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.
3. Optionally, enter a comment.
4. Once the Send button is clicked, the Employee receiving the Material must sign-in by providing a username and password.
5. Click Send to complete the transaction.