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Start Material Creation#

Overview#

When a Production Order is started physically, it is required to track the physical units in the line.

Concept#

In order to create/start the Materials of the Production Order, the user should go to the ProductionOrders List and select the ProductionOrder.

The user should see the button "Start Materials" (requires a feature)

This button will open the wizard and prompt the user with some information regarding the Production Order. When the user finishes the wizard it will create a Material based on the the information of the Production Order or fallback to the Product information.

When Materials are started for a Production Order there will be different modes, that will be defined at the Product level:

  • Creation – The system generates a Material, the batch, that represents the quantity to be produced.
  • Reassignment – The system expects Materials that exist in stock to be provided upon reassignment, either:
    • Manually - by the operator
    • By automation - given by the API that performs the reassignment

Preconditions

  • The Product must have the attribute MaterialStartMode set
  • The ProductionOrder or the Product must have the FlowPath set
  • The ProductionOrder must have the Facility set

User perspective#

In order to create Materials for the Production Order, the user should go to the Production Order page and select Start Materials.

Note

The user should see the button "Start Materials".

This button will open the wizard and prompt the user to select the materials to assign to the Production Order. When the user finishes the wizard it will assign the Materials to the selected Production Order.

Usage#

Open the Production Order you wish to start materials for: Screenshot

Click on Start Materials, and the following dialog will open: Screenshot

The Fit to panel size button allow the quantity to be created to be adjusted according to the highest possible quantities according to the expansion factor requirement. Alongside this, the toggle Allow mismatch with expansion factor is available for disabling this restriction, allowing any quantity to be used for starting materials.

From SMT Template version 3.4.0 onwards

Screenshot

After selecting a quantity appropriate to the given expansion factor and pressing the finish button, the following toast will be given meaning the Material was reassigned to the new Production Order successfully: Screenshot

If we look at the Production Order, the material is now present and set as Active, meaning it is assigned to it:

Screenshot

Following these steps we also ensure that the Completed Quantity of the Production Order remains unchanged.

Administration#

To use this feature, the config /SMT/StartMaterialsForProductionOrder/IsEnabled/ must be enabled. The user will also need to have the SMT.StartMaterialsForProductionOrder feature in order to access the wizard. The /SMT/StartMaterialsForProductionOrder/Form/ configuration must be defined (it specifies the form used to create the materials). The default value of the Allow mismatch with expansion factor toggle in the wizard is defined by the entry associated with the StartMaterials.CreateMaterials context and the AllowExpansionFactorQuantityMismatch element in the GUIElementDefaultValue generic table.