Track-In Material#

Material.TrackIn

Overview#

This operation is used to track a Material into a Resource, meaning that processing has started.

Preconditions#

• The Material is Active, is not In Transit or On Hold.

• If a Material is the Top-Most Material (has no Parent):

  • It is Dispatched.
  • Resource is a top level Resource - that is, it has no Parent Resource.
  • Resource Max Concurrent Materials In Process Count is greater than the number of Materials currently being processed at the Resource.
  • If a required BOM Version exists for the Material, it cannot have different Sub-Products.
  • The Current BOM Version and Current BOM Assembly Type at the Resource either is not set, or it matches the required BOM settings for the Material.
  • If a required BOM Version exists for the Material, the BOM Product must match the Top-Most Material Product.
  • If it has a Current BOM Version and Current BOM Assembly Type required set to Automatic At Track-In or Automatic At Track-Out (depending on the Track-In Check Mode), there must be enough consumable material to fulfill the quantities required by the Material BOM.
  • If the required Material Current BOM Version is not empty, the Material cannot have different Sub-Products.
  • The Experiment Lock Type of the Material must be empty or set to Move Next.

• If the Material is a Sub-Material (has a Parent):

  • Its state is Queued or Processed.
  • The Resource on which the Sub-Material is being tracked into is a Sub-Resource of Resource Processing Type Process of the Resource where the Parent Material is; or, if the Resource where the Parent Material does not have Sub-Resources of Resource Processing Type Process, the Resource must be equal to where the Top-Most Material is being processed.
  • Parent Material is In Process.
  • Current Step has the property Sub-Material Track State Depth greater or equal to the current Sub-Material depth and the Last Processed Resource of the Parent Material has the Is Sub-Material Tracking Enabled property set to true.
  • The Resource on which the Material is being tracked in is of Resource Processing Type Process, is not on Hold and the Resource System State is Up.
  • The Resource on which the Material is being tracked in either has the Property Restricted To Material Form empty or to the same Form as the Sub-Material.

• If the Material Current BOM Assembly Type is Mixed, assembly is validated according to the Mixed Assembly Explicit Type (Explicit, Explicit Add or Explicit Long Running), excluding BOM Products with a specified Assembly Type.

• If the Material Current BOM Assembly Type is Explicit Add, the Material - and recursively all Sub-Materials - Primary Quantity must be zero.
• All required Durables must be currently attached to the Resource, in the exact types and positions as they are defined in the Step Durables Context with the remark that optional Durables are either attached to the right position or the positions are empty. Furthermore, none of the Durables can be on Hold.
• If there is a Durables BOM defined for the specific Material being tracked in, the same BOM will be displayed in the execution of the operation.

• If the Top-Most Resource has the property Enable Check-In set to true, and the current user Is Integration User property is set to false, then:

  • If the property Require Check-In For Material Operations at the Top-Most Resource is true, there must be an Employee associated with the current user who is currently associated with the Resource.
  • If the property Enforce Resource Personnel Requirements At Track-In at the Top-Most Resource is true, the system must ensure that all the required Certifications for the Top-Most Resource have matching Employees currently associated with it, in the right quantity.

• If the Step Enable Step Certification Requirements is true, the current user Employee must have the required Certifications as defined in the StepCertificationRequirementsContext Smart Table.

• The Material Products must not be blocked, or if blocked, the Material property Override Product Block must be true.
• There must not be any Material Time Constraint violated for the Material at the current context and transaction.
• If the Material Current BOM Assembly Type is Explicit Long Running, a new BOM Instance will be created, assigned to the Current BOM Instance property and used during the process. Also, the Material Quantity that matches the BOM Units must be > 0 and the Material must be Top-Most.
• If a BOM is resolved for the Material through a StepContext table entry (or using the BOMContext Smart Table), that BOM must not contain any BOM Item for which the Product matches the Product of the Material being tracked in.
• If the Material Current BOM Assembly Type is Packing, the system must check that:
  • The Material Package Count is zero.
  • If the Material is a Top-Most Material:
    • The Material can only have one level of Sub-Materials, and the Sub-Materials Count of all the Sub-Materials must be set to zero.
    • All the Sub-Materials must have the same Product as the Material.
    • The Material Primary Quantity or the Sub-Materials Primary Quantity must be zero.
    • The joining of the Material Primary Quantity and the Sub-Materials Primary Quantity is greater than zero.
  • If the Material is not a Top-Most Material:
    • Its Parent is a Top-Most Material and the Material has no Sub-Materials.
    • The Material has the same Product as its Parent.
    • The Parent Primary Quantity must be zero and the Material Primary Quantity must be greater than zero.
• If the Material Current BOM Assembly Type is Packing, and if the BOM TrackInCheckMode is different from None, the system will use the Automatic Assemble Material operation to supply the TrackInCheckMode.
• If the Material Current BOM Assembly Type is Automatic At Track-Out or Mixed with Includes Track-In Check Mode Overrides set to true (Only BOM Items with Assembly Type Automatic At Track-Out are considered):
  • The Material is Top-Most, and either the Track-In Check Mode or the Includes Track-In Check Mode Overrides option is enabled, consumables will be validated to ensure all required materials are available.
• If the Material is a Sub-Material and a Current BOM Version is set, the same checks for the Sub-Material for BOM are run for the Sub-Material.
• If the property Packing Step of the Step associated to the Material is set to true, the system must ensure the following:
  • The Material is Top-Most and has a Maximum Material Depth of 1. This means that the Sub-Material Count of their Sub-Materials must all be zero.
  • The Material Package Count is greater than zero.
  • The Material Primary Units must match the Packed Quantity Units of any Active Package of that Material.
  • The Material and Sub-Materials Primary Quantity must be equal to the Total Packed Quantity of all the Active Packages that reference that Material – including Packages of Content Type Material Ids.
  • Taking into account all the Active Material Packages that reference the Material, their depth from their Top-Most Parent Package must be greater or equal to the Step From Packing Level Minus One and less or equal to the Step To Packing Level.
• If the Material is a Sub-Material and the Is In Line Step property is set to true:
  • The Required Service must be provided by the Resource and must be enabled at the Resource. Additionally, the Required Service at the Resource must have the Is Available property set to true.

Preconditions for Bulk#

• All Materials must:

  • Be at the same Facility and Step.

    Note

    If the Track-In operation is performed from the Track-In Batch, the Materials may be in different Steps.

  • Be tracked in to the same Resource (can be null for Sub Material Tracking) and Lane.

  • Be Top-Most or have the same Parent.

• If the Track-In operation is performed from the Track-In Batch, the Materials are Top-Most, and Recipe Management is required, all Materials must require the same Recipe.

• If a Recipe is required for any of the Materials, and if there are Recipe Parameter Overrides for any Material, the collection of Recipe Parameter Overrides must be the same for all the Materials being tracked in.
• If Materials are Top-Most and a BOM is required, all Materials must require the same BOM version and the same Assembly Type.

• If Materials are Top-Most and a Checklist is required, all Materials must require the same Checklist.

  Note

  If the Checklist is Long Running, different Checklist Instances will be created. Additionally, if the Checklist is Immediate, it must not contain any conditional item.

• If Materials are Top-Most and a Data Collection is required, all Materials must require the same Data Collection with the same Data Collection Limit Set and Data Collection Type.

  Note

  If the Data Collection Type is not Long Running After Track-In, no Data Collection Parameter must have the Sample Id set to Material Id.

• If Materials are Top-Most, they must all require the same Durables BOM (all require the same or all require null).

• If the Resource has the Position Unit Type set to Container, the Top-Most Materials must not have any Container in common with the Container Type defined in the Resource (if any), or have any Container if the Container Type in the Resource is not defined.

  Note

  The Containers of the Top-Most Materials must consider the Materials Sub-Materials structure.

• When tracking in multiple Materials and the current Step has the In Step Sampling property set to true, the Sampling Pattern must be null for all Materials being tracked in.

• If Materials are Top-Most, the Documents to be displayed must be exactly the same.
• The Inspection Plans and Mode for all Materials must be the same (can be null), and for any Material being tracked in, there must be no active Inspection Order Step Sample associated with the current Step.

Sequence of Steps#

Resource State#

This screen contains the basic information.

1. In the Resource Details Section, the Material and Resource information is visible.
2. If the Resource has lanes configured (Is Multilane Active enabled), the Resource Lane section will be available and will contain the lane information selected at Dispatch.
3. Optionally, the Resource State can be changed.
4. Optionally, add a Comment.
5. Select Track-In to complete the operation.

Documents#

This step is used to display Documents which are associated with the transaction context. To open any Document you simply need to select it.

When you have read and understood the document(s) you should select Read and Understood.

Sampling#

The Sampling Step presents the selected Sub-Materials in the Container with the Sampling Pattern Sequence defined in the context. This step is only displayed if In Step Sampling is enabled in the Step and a Sampling Pattern Context is configured for that Step.

Recipe#

This screen is used to visualize and, if necessary, enter Recipe Parameter information. All the Recipe Parameters are grouped according to their defined group. All the input Parameters must be entered - they may have default values.

Multiple Recipe Track-In#

The system allows you to track in multiple Materials with different Recipes at the same time.

The following is an example of a Multiple Recipe Track-In view with Running Modes.

The panel on the left displays the Material and associated Recipe. Only after selecting the Running Mode will you be presented with the Recipe information:

The Running Mode option will only be available if set at the Resource level, Running Modes section. This also means that the Services of the Resource must have the Requires Running Mode option enabled.

If you have enabled Running Modes, this feature allows you to select a different Running Mode for each Material during the same track in operation. The Apply to All Materials button will only be available when all the Services require a Running Mode.

You can also select to Preview the Material, and the information displayed will correspond to the Material selected in the left panel:

Durables#

This step is used to display the required Durables for the Material at that Step.

Inspection#

This screen is used to display information on the Inspection Plan steps included for the current Step.

BOM#

This step is used to display BOMs which are associated with the Material context. 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.

Instruments#

This screen is used to visualize all the Instruments information. You can add or remove Instruments by selecting or , respectively.

Data Collection#

This screen is used to collect data from a pre-defined Data Collection. Depending on the Data Collection Type, taken from the DataCollectionType Lookup Table, some options may vary, as explained below.

• If the Material has a Long Running or Immediate Data Collection configured, a screen will be displayed where it will be possible to fill the Data Collection data.

• If the Data Collection is Long Running, the data can be filled later (partially or completely). If the Data Collection is Immediate, it must be filled completely.

It is possible to preview the Data Collection readings before they are posted, by selecting the Preview button on the top right-hand side of the screen:

Checklist#

This screen is used to complete a pre-defined Checklist associated with the Track-In operation.

When the Checklist is Immediate, it must be filled completely. It is possible to link an Immediate Checklist to a Data Collection. This means that when filling the Checklist, you can also fill the Data Collection, and the following is observed:

• If all the parameters of the Data Collection belong to the Checklist, the Data Collection step will not be shown.
• If only some parameters of the Data Collection belong to the Checklist, both steps must be shown so you can fill every item you need.

After filling in the information in all the available panels, select Track-In to complete the operation.