Process Material#

Material.PerformProcess

Overview#

This transaction provides all the information required to process a Material using a single wizard.

Setup#

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

Preconditions#

The Material is active and the system state is In Process.

Sequence of Steps#

1. Select a Material matching preconditions and select Process on the top ribbon. A dialog will present all relevant and available information on that Material.
2. All operations can be performed on the following tabs:
   • Checklist - available if the Material has a current Checklist instance (for more information, see Perform Checklist).
   • Data Collection - available if the Material has a current Data Collection instance (for more information, see Post Data to Data Collection).
   • Inspection - available if there is an active Inspection Order Step Sample for the Material at the current Step for which a Data Collection instance is set (for more information, see Post Data to Data Collection).
   • Instruments - available if the CaptureInstrumentBehavior property of any Data Collection parameter is different from None. You can manage Instruments for the Resource or change the instrument mode.
   • Assemble - available if the Material has a current BOM and Assembly Type is Explicit, ExplicitAdd or ExplicitLongRunning. For all other BOM Assembly Types, the BOM information is displayed in read-only mode. (for more information, see Assemble Material).
3. The following tabs display information in read-only mode:
   • Recipe - available if the Material has a current Recipe instance.
   • Durables - available if the Material has a current Durables instance.
   • Documents - available if the Material has any associated Document (for more information, see View Material Documents).
   • Note - available if the Material has a current note set.

Select Save Now to save changes and keep the dialog open or select Save and Close to perform the process operations on the Material and finish the process.