Track-Out Material#

Material.TrackOut

Material.TrackOutQuantityManual

Material.TrackOutSetMaterialName

Overview#

Tracks out a Material. A track out means that the Material has completed processing at a given Resource.

Setup#

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

Preconditions#

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

• If the Material is a Sub-Material:

  • Parent Material is In Process.
  • Current Step has the property Sub-Material Track State Depth greater or equal to the depth of the Material being tracked out and the Parent Material Last Processed Resource has the Is Sub-Material Tracking Enabled set to true.

• Let Current Resource be equal to the actual Resource where the Material was Tracked In (could be null).

• For Sub-Materials, let Parent Current Resource be equal to the actual Resource where the Parent Material was Tracked In (could be null).

• If Material has Sub-Materials:

  • If Current Resource has the property Is Sub-Material Tracking Enabled is set to true, all Sub-Materials (one level deep) are:
    • Queued, if Material Depth is greater or equal to Step Sub-Material Track State Depth.
    • Processed, if Material Depth is less than Step Sub-Material Track State Depth.

• If Material Current Resource is null or the Current Resource Is Sub-Material Tracking Enabled is set to false, all Sub-Materials (one level deep) are:

  • Queued, if Material Depth is greater or equal to Step Sub-Material Track State Depth.
  • In Process, if Material Depth is less than Step Sub-Material Track State Depth.

• If Material has Current BOM Version defined, and the Current BOM Type is different from Automatic At Track-Out, Weigh And Dispense and Explicit Long Running, the Assembled Quantity must be equal to the Material Primary Quantity. If the Current BOM Type is Weigh And Dispense or Explicit Long Running, the associated BOM Instance System State must be Closed.

• If the Resource has the properties Enable Check-In and Require Check-In For Material Operations set to true and the current user Is Integration User property is false, there must be an Employee associated with the current user who is currently associated with the Resource.
• If the Step Enable Step Certification Requirements is true, current user Employee must have the required Certifications as defined in the StepCertificationRequirementsContext Smart Table.
• There must not be any Material Time Constraint violated for the Material at the current context and transaction.
• If Material has Current BOM Version defined, and the Current BOM Type is Packing:
  • If the Material is TopMost:
    • The Quantity To Pack is equal to the Material Primary Quantity plus the Sub-Materials Quantity.
    • The Packed Quantity is equal to the Material Assembled Quantity.
  • If the Material is Sub-Material:
    • The Quantity To Pack is equal to the Material Primary Quantity.
  • The Quantity to Pack must be equal to the Packed Quantity.
• If the property Packing Step of the Step associated to the Material is set to true:
  • Everything must be packed.
  • The Top Packing Level is reached.
• If the Material In-Process Verification Maintenance Plan Instance is set (must be Top-Most):
  • It is not possible to perform track out because there is at least one In-Process Verification activity In Progress or Waiting for Acceptance.
  • It is not possible to perform track out because there is at least one In-Process Verification activity that is Due or Late Due.
  • It is not possible to perform the track-out because there is at least one In-Process Verification activity for which the scheduled date is in the past.

Preconditions for Bulk#

• The Step must have the Use Split and Track-Out property set to false.

• All Materials must:

  • Be at the same Facility and Step.

    Note

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

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

  • Be Top-Most or have the same Parent.

• 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.

• If Materials are Top-Most, the Documents to be displayed must be exactly the same.
• The Materials must not have a Current Inspection Order Step Sample or a Current Inspection Order set.

Sequence of Steps#

Step 1: Resource State#

This screen captures all the necessary information for the transaction.

1. Review the Resource and Material details.
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, change the State of the Resource.
4. Optionally, add a comment.
5. Select Track-Out to complete the operation.

Step 2: Split Information#

This step is used to allow partial track-outs, a situation where you can track-out a quantity different than the complete Material primary quantity.

1. Select the Primary Quantity to track-out.

   Note

   If a default quantity is defined in the context table, the value will be automatically filled-in. If the Step is configured to use partial that Smart Table does not have an appropriate context for the use of partial track-out, the system will allow you to enter the value for quantity and assume three default values otherwise inherited by the smart table context:

   • Enable Quantity Override = true
   • Track-Out Material Mode = Child Except Last
   • Material Losses Mode = In Process Material Except Last

   For more information, see the Partial Track-Out tutorial.

   Info

   If this quantity matches the primary quantity of the Material, there are no other options to select and the wizard will hide all other possible configurations.

2. A new Material will be created on the same Step, in Processed state, with the Primary Quantity set to the value selected above. You can select a name for this new Material or one will be generated automatically.

3. Define whether the new Material will be placed in a Container. If so, and if the Container you selected allows position selection, define the position that the Material will occupy.

Step 3: 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.

Step 4: Record Loss/Bonus#

This step is used to record losses or bonuses that occurred during the processing of the Material.

1. Optionally, expanding the Options section will allow two properties to be changed:
   • Terminate Material on zero quantities and no Sub-Materials, which, if checked, will terminate the Material under those circumstances.
   • Defining final quantity manually, which, if checked, allows you to define the final quantity, in which case the delta will be automatically calculated and shown.
2. Using the Losses and Bonuses tabs, define, for each Loss and Bonus Reason respectively, enter the amount of primary and secondary (if defined) quantities for that loss/bonus Code.

Step 5: Inspection#

This step is used to review the values for the Parameters from a Data Collection and the result according to the Inspection Plan.

Step 6: Data Collection#

1. If the Material has a Long Running or Immediate Data Collection configured, a screen will be displayed where it is possible to fill the Data Collection data. If the Data Collection is Long Running, data can be filled later (partially or completely). If the Data Collection is Immediate, it must be filled completely.

Step 7: Record Send-Ahead Run Materials results#

On this step you can record the results of a Send-Ahead Run that was created for this Material.

Step 8: Grading#

This step is used to attribute a grade to the Material and add it to a specific Bin.

Step 9: Checklist#

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

1. The Checklist is Immediate and it must be filled completely.

   Info

   Checklists are configured in the Step Checklist Context.

   Furthermore, if the Material is not TopMost and is in a Line Step, then the Checklist will be retrieved from the respective Line Step Resource.

   Note

   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.

2. Select Track-Out to complete the operation.

   Info

   If the operation is configured as a partial track-out, the original Material will remain tracked-in and its quantity will be the remaining quantity and the tracked-out quantity will be added to the new Material. The value for Track-Out Material Mode in the StepSplitTrackOutContext Smart Table defines whether the Material to be tracked-out is the parent Material or the child. Possible options:

   • Child - the Child is tracked-out and a split is required for the last Material.
   • ChildExceptLast - The child Material is tracked-out except for the last Material, where no split is required and the Parent Material will be tracked-out instead.

For more information, see the Partial Track-Out tutorial.