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Replace Assembled Material#

🔒 Material.ReplaceAssemble

Overview#

This operation is used to replace source Materials in an assembled Material, in case that, for example, on a previously assembled material, some components need to be replaced because they were found to be defective after assembly.

Setup#

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

Preconditions#

  • Assembled Material exists and it is Active.
  • Assembled Material is not On Hold and not In Transit.
  • The Assembled Material Product matches the Top Most Material Product.
  • Source Materials exist, are Active, Queued, and not On Hold.
  • Source Materials must not have any open defects (Open Defect Count is 0).
  • Assembled Material property Assembled Quantity is greater than 0.

    Note

    If the Assembly Type is Explicit, Explicit Add or Replace And Disassemble, and the Assembled Material property Assembled Quantity is greater than 0, it means that the Material was previously assembled.

  • If Assembly Type is Explicit Long Running, there must be at least one BOM Instance Item with the ActualQuantity = 0 and RequiredQuantity = 0, or ActualQuantity > 0 and RequiredQuantity > 0. In this case, the system considers the Assembled Quantity per BOM Product instead of the Main Material.

  • Source Materials must be in the same Facility as the Assembled Material.
  • For each Source Material associated to a BOM Product with Information Capture Required set to true, an Information Value must be provided.

    Info

    This information is stored as part of the Genealogy records.

  • Source Materials Floor Life must still be valid. Either Floor Remaining Life is null OR (Floor Life Remaining Life > 0 AND Floor Life Counter State = Stopped) OR (Floor Life Counter State = Running AND [Floor Life Remaining Hours - (Now() - Floor Life Open Date) in Hours > 0]).

  • If Assembly Type is different from Replace And Disassemble and the operation is different from Special Replace Assemble, for all BOM Products, if the Material Reservation Mode is different than None:
    • If the Material Reservation Mode is Production Order, and the Top Most Material of the Assembled Material has a Production Order defined, the Source Material for the BOM Product must have the same Production Order associated to it.
    • If the Material Reservation Mode is Material Dependency, there must be an Active Material Dependency from the Source Material to the Top Most Material of the Assembled Material.
  • For Top Most of Source Materials:
    • the PickListItemCount must be null
    • the IsInTransferOrderItem must be null
    • the MaterialProductInventoryLocked must be false
    • the IsApproved must be different from false (could be null)
  • BOM must exist and be Effective or Active.
  • BOM Products can be replaced if the BOM Product Quantity is positive.
  • If the Assembly Type is Explicit Long Running, the Owner of the BOM Instance will default to Material, but can be set as External.

Note

If the BOM has Use Mixed Assembly set to true, only BOM Products where the Assembly Type is not set are considered.

Sequence of Steps#

Step 1: BOM#

  1. Select the Material to replace the assembled material.
  2. Material BOM details will be displayed by the system.
  3. Complete the details by entering the replacement quantity, which must be smaller or equal to the Material property Assembled Quantity (Source Product Quantity).
  4. Select Next to continue.

Screenshot showing a Bill of Materials (BOM) for replacing assembled material.

Note

If there is a BOM of scope Materials associated to a Material that has characteristics, the system will only display BOM Products that have the same characteristics defined for the selected Material.

Step 2: Replacement#

  1. Product BOM details will be displayed:

    • The source Product.
    • The Product description, location and position.
    • The required quantity along with the tolerance range, if defined for the BOM Item.

    Note

    The tolerance range is applied to the total quantity replaced across all source Materials (including substitutes) and not individually per material.

  2. Select the source Product that will replace the previously assembled Product.

    Warning

    It is not possible to change the BOM Product revision.

  3. Select a Material or list of Materials for which you will have to enter the Material replaced quantity.

  4. Enter an Information Value for the Material if the BOM Product Information Capture Required is set to true.

    Warning

    It is not possible to replace Reference BOM Products during the Replace Assembled Material operation.

  5. Optionally, select a Loss Reason.

  6. Optionally, enter a Loss Quantity.
  7. Optionally, enter a comment for each source Material.
  8. Select Replace to complete the operation.

Screenshot showing a dialog box with "Replace Assembled Material" selected.

Info

If the Assembly Type is Explicit Long Running, you are presented with the Assembled Quantities per BOM Product and you can replace up until the Assembled Quantity per Product.