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Create Material#

🔒 Material.Create

🔒 Material.CreateTemplate

🔒 Material.CreateFromTemplate

Overview#

The operation is used to create a Material. A template can also be created using a similar procedure and there is also the possibility of using a template to create the new object as well. This selection can be done in the main entity menu.

Supports Smart Barcodes

You can use Smart Barcode Scanning to perform this operation.

Preconditions#

  • The Material name is unique within the system.
  • The Product and Flow associated with the Material exist, are Active, and are not disabled.
  • The Step associated with the Material exists, is Active, and belongs to the same Facility where the Material is being created (through an Area relation).
  • If defined, the Primary Quantity and the Secondary Quantity of the Material must always be equal or greater than 0.

  • The Primary and Secondary Quantities can only be decimal if the Is Decimal Quantity Allowed property of the Step is set to true and the Is Discrete property of the Product is set to false.

    Info

    • The cost of the Material will be displayed if enough information is available to make the calculation.
    • If the Product Type is Parts, the default Quantity is equal to 1. If the Part Type is set to Repairable, the Quantity must be equal to 1.

  • If assigning a Material to Production Order with an Owner defined, the user must belong to that Role.

Sequence of Steps#

Step 1: General#

  1. Enter the Material name. The name can be left blank if there is a name generator configured to provide unique Material names.

  2. Optionally, enter a Material description.

  3. Select the Material type. The list of possible values is taken from the MaterialType Lookup Table.

    • If the user selects a Product, the default Material type is automatically pre-selected but it can be overridden by the user.

  4. If available, select the State Model and the initial State Model state (by default the initial State Model state of the selected State Model is taken).

  5. Select the Material Facility.

  6. Select the Material Product:

    • If there is a default Flow Path associated with the Product or its Product Group, the default Flow Path is automatically pre-selected for the Material but it can be overridden by the user.

    Info

    If the Step where the Material will be created has the Print Material Labels Automatically property set to true, that information will be displayed on the bottom section of the wizard.

    Screenshot showing a checkbox setting for automatic print of material labels.

    • If the selected Material Product has configured characteristics, a Characteristics step is enabled (see below).

  7. Select the Material form. The list of possible values is taken from the MaterialForm Lookup Table.

    • If the user selects a Product, the default Material form is automatically pre-selected but it can be overridden by the user.

  8. Select the Bin Code for the Material (when the selected Product requires one).

  9. Specify the quantities of the Material, following the rules in the diagram below:

    ```mermaid graph LR A{Set Units
    in Step True?} -->|Yes| B(Primary and
    Secondary Units
    set automatically); A -->|No| C(Primary and
    Secondary Units
    set manually); E{Product has
    Default Units?} -->|Yes| F(Primary Units
    set automatically); E -->|No| G{Product Group
    has Default Units?}; G -->|Yes| F; G -->|No| D(Primary Units
    set manually);

    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; classDef mermaid_state color:#000, fill:#d7e4bd, stroke:#000, stroke-width:1px, font-size:100%, font-weight:300; class A1,A2,A3,A4,A5,A6,A7,A8,A9,A10,A11,A12 mermaid_entity

  10. Optionally, specify the Material expiration date - an expired Material cannot be used as a consumable. The expiration date is checked in the following transactions: Assemble Material, Disassemble Material, Replace Assembled Material, Attach Material as Consumable, Combine Material, Compose Material, and Prepare Material Transfer.

  11. If desired, enter information on the Manufacturer and Supplier, including Part and Lot Number, Date Code and Purchase Order Number.
  12. If needed, set the Restriction of Hazardous Substances Directive (RoHS) compliance flag.
  13. Define the Moisture Sensitivity Level for the Material. The list of possible values is taken from the MoistureSensitivityLevel Lookup Table.
  14. Define the number of remaining hours of Floor Life of the Material.
  15. Define the Floor Life Counter State:
    • Running - if the Material is still within the defined Floor Life Time (Floor Life remaining time is higher than zero)
    • Stopped - if the Floor Life time has already expired
  16. Define the Floor Life Open Date.
  17. Specify the priority of the Material (1 to 10).
  18. Specify whether Splits are allowed for the Material.
  19. Specify whether Merges are allowed for the Material.
  20. Check the Hot checkbox to indicate that the Material is a hot lot. A hot lot is always placed at the top of the dispatch lists and has the highest priority when used in scheduling.
  21. Check the Exclude From Scheduling checkbox to exclude the Material from Scheduling.
  22. Optionally, specify the Production Order for the Material.
  23. Optionally, define the Order number (free text) for the Material.
  24. Optionally, specify the Material possible start date, used for scheduling purposes only.
  25. Optionally specify the Material due date.
  26. Specify the Target Material Quantity. Value must be higher than 0. If defined, the Target Quantity Units field also needs to be defined.
  27. Optionally specify the Target Material Units for the Material.
  28. Define the Capacity Class for the Material. The list of possible values is taken from the CapacityClass Lookup Table.

  29. Select Create to complete the operation or Next to define Characteristics.

    Screenshot showing a UI with options to "Create" and "Next".

Step 2: Characteristics#

  1. This step is displayed when the selected Product has Characteristics configured to true. For this operation, you must provide a value for each characteristic, either by entering manually as free text or by selecting a predefined value from the specified Source Lookup Table.

    Note

    For more information on how to configure Characteristics, see Manage Characteristics.

    Screenshot showing a UI form with fields to input material characteristics, including "Create Material" and "Dexa".

  2. Select Create to complete the operation.