Special Request for Material#

MaterialTransfer.SpecialRequestForMaterial

Overview#

This operation is used to make a Material Transfer request for a particular BOM product of a given Material at any given Step of the Material Flow.

Setup#

No setup is required other than to meet the preconditions of the transaction.

Preconditions#

• Both the SourceFacility and TargetFacility must exist and be Active and SourceFacility must be different from TargetFacility.
• The Product referenced in the Material Transfer must be Active and the Material TransferMode must be different from None.
• RequestedQuantity can only be Decimal if ProductMaterialTransferDecimalQuantityAllowed is true.
• FromFacility must be defined and must not be a Remote Facility.
• If Material Transfer is either InventoryTransfer or Material Transfer, a ToFacility must be defined.
• If the ToFacility is defined, it must not be a Remote Facility.
• If the RequestedMaterial (free text) matches a Material, that Material must be Active, Topmost, not On Hold, not InTransit and must not have Sub-Materials.
• If the FromStep is defined, it must have the IsMaterial TransferStep set to true.
• If the ToStep is defined, it must have the IsMaterial TransferStep set to true.
• If a RequestedMaterial is defined and if the RequestedMaterial (free text) matches a Material by name, the RequestedQuantity must be less or equal to the current RequestedMaterial Primary Quantity.
• If Material Transfer AllowedPickup is AreaEmployee, the ToArea must be defined.

Sequence of Steps#

Step 1: Details#

1. Select a Material and then click Request for Material to initialize the wizard.
2. Select a From Facility and optionally, a From Area.
3. Optionally, select a different Step of the Material (notice that the BOM will be resolved for the selected Step.
4. Optionally, select a To Resource.
5. Select the Product (must match a Product from the Material BOM for the selected Step - resolved for the current Material context).
6. Optionally, enter the name of a specific Material to be requested or press the button Retrieve Materials to retrieve a list of the available Materials.
7. Select the Urgency (values are taken from the generic table MaterialTransferUrgency). When the Urgency is selected, the request delivery date is automatically set, based on the current date, in addition to the predefined DefaultDeliveryTime for that Urgency (in minutes).
8. Optionally, modify the request delivery date.
9. Optionally, enter a comment.
10. Press Special Request to complete the transaction.