Split Material#

Material.Split

Overview#

Splits a Material into two or more Materials. There are many reasons to split a Material, logistical ones being the primary driver. As a naming convention, the Material being Split will be referred to as Main Material whereas the new Material that originates from the Split will be called Child Material.

Setup#

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

Preconditions#

• Main Material exists, is Active and is not In Transit.
• If Material Package Count is greater than 0, the Material must be Top-Most.
• If Material is Top-Most and Material Assembly Type is Packing (or the property Packing Step of the Step associated to the Material is set to true and the Material currently has its System State set to In Process), for the Parent and for the Child Materials, the system must ensure that:
  • Either the Material Primary Quantity or the Sub-Materials Primary Quantity must be 0 (packing is single level).
  • The Material Primary Quantity plus the Sub-Materials Primary Quantity must be greater than 0.
• Product and Flow of the Main Material are Enabled.
• Child Material Primary Quantity is greater or equal to 0 and less or equal to the Main Material Primary Quantity.
• Main Material has the property Split Merge Restriction Type set to either No Split Or Merge Restrictions or Merges Not Allowed.
• If Top-Most of Main Material is assigned to a Resource, the associated Resource must have the capacity to hold the Child Material - depending on the Resource Total Positions, Position Unit Type and Position Container Type.
• If Material Current Step has the Is Decimal Quantity Allowed property set to true, you can specify a decimal Child Material Primary and Secondary (if defined) quantities, otherwise they must be integer.
• If the Top-Most Material Current BOM Version is not null, and the BOM Assembly Type is different from Automatic At Track-Out:
  • If the mode is Split Assembled (default), the Child Quantity that matches the BOM must be ≤ to the Assembled Quantity.
  • If the mode is Split Not Assembled, the Child Quantity that matches the BOM must be ≤ to the Main Material Quantity that matches the BOM − Main Material Assembled Quantity.
  • Additionally, if the BOM Assembly Type is:
    • Weigh And Dispense, it is not allowed to perform a split.
    • Explicit Long Running, splitting is only allowed in Split Not Assembled mode, and after the split, both the Parent and Child Quantities that match the Material BOM Units must be > than 0.
• If Material is associated with a Production Order, the Production Order must not be Closed.
• The Top-Most of Main Material must have the Transfer Material property set to null.
• The Main Material must not have any open defects (Open Defect Count is 0).
• If the Main Material Product has its Product Type set to Part and the Part Type set to Repairable, the Material cannot be referenced in any active Resource Part.
• If the Material current Resource has Track Positions set to true, the Auto-Generate Positions must also be set to true otherwise the Split operation will not be possible.

• If the property Use Container Restrictions in the Step of the Material is true, the available containers will be the ones that match the restrictions applied by the context of that Step. For more information, see Contexts View or MaterialContainerTypeContext.

• If the Material current Checklist Instance is not null and the Split Checklist Mode of the Step is different from Create None, the Checklist Instance, BOM Instance, and Data Collection Instance must be null.

Preconditions for Bulk#

• In addition to the preconditions mentioned above, all Child Materials must:
  • Have the same Parent Material.

Sequence of Steps#

Step 1: New Materials#

This screen captures the information regarding the Child Materials. If the Main Material has no Sub-Materials this wizard consists of only this one Step:

1. Verify the Main Material information.

2. Specify as many Child Materials as desired, specifying for each:

   • the Name - optional; if left unchanged a name generator is configured to generate it.
   • the Primary Quantity and if defined, the Secondary Quantity.
   • Optionally, a Container for the Child Material. If the Container does not automatically generate its positions, it is also necessary to specify the Container position.

   

3. By selecting the Options button on the top rightmost side of the screen, you will have access to additional options:

   • Optionally, you can Copy Contexts to the new Child Material.
   • Optionally, you can Copy Future General Actions to the new Child Material.
   • Optionally, you can Copy Future Splits and Merges to the new Child Material.
   • Optionally, you can Copy Future Create Send Ahead Runs to the new Child Material.
   • Optionally, check the available option Terminate Material on zero Quantity(ies) and no Sub-Materials to terminate the Parent Material if these two conditions are met.

   

4. Optionally enter a comment.

5. Select Split to complete the operation.

Step 2: Sub-Materials (Only if the Main Material has Sub-Materials)#

This step is used to assign Sub-Materials from the Parent Material to the new Child Materials. If the Child Materials that received the Sub-Materials were not assigned to a Container, this wizard ends in this Step:

1. Select the Child Materials on the right side.
2. Select the Sub-Materials to be transferred from the Main Material to the appropriate Child Materials and select the arrow button to complete the transfer.
3. Select Split to complete the operation.

Step 2: Sub-Material Containers#

This step is used to assign Sub-Materials that have been transferred to a Child Material to a specific Position within the Child Material Container.

1. Select a Child Material on the left list, in order to populate the middle list with its Sub-Materials.
2. Select a Sub-Material from the middle list.
3. Define the Container and Container Position for the Sub-Material.
4. Select Split to complete the operation.

Step 2: Transfer Packages (Only if there are Top Level Packages - Packages without Parents)#

This step is used to Transfer Packages to the new Child Material.

1. Select a Package on the left list.
2. Use the arrow at the top of the grid to transfer the package.
3. Select Split to complete the operation.