---
alias: user-guide-material-transfer-index
description: "This documentation outlines the creation and usage of material transfer requests within a system"
---

# Material Transfer

:lock: MaterialTransfer.**Show**

## Overview

A **Material Transfer** is an object that is used to make requests to and from a warehouse. It typically applies to consumable materials, but it can also apply to Parts.

![Material Transfer Process][materialTransferProcess]

!!! info
	Warehouse Management is a Critical Manufacturing optional module.

The system currently supports the following **MaterialTransfer** types:

* **ForCostCenter** - to make a request for a **Material** for a **Cost Center**
* **ForMAO** - to make a request to a Part for a **Maintenance Activity Order**
* **ForMaterial** - to make a request for a particular **Material** based on a **BOM**
* **ForReturn** - to return a Material to the Warehouse
* **Refusal** - when a Material Transfer is refused

There are four main **MaterialTransfer** Modes, defined at the **Product** Level, which are illustrated in the next picture.

![Material Transfer Modes][materialTransferModes]

In addition, also at the **Product** level, there are two relevant **MaterialTransfer** properties:

* **ApprovalMode** - which can be:
    * Automatic
    * Manual (by the manager of the requester Employee)
* **PickupMode** - with four possible values:
    * Any: any person can pick it up
    * Requester: only the **Employee** that has requested it can pick it up
    * CostCenterEmployee: only an **Employee** of the same CostCenter can pick it up
    * AreaEmployee: only an **Employee** of the same **Area** can pick it up

## MaterialTransfer Lifecycle

Every **MaterialTransfer** follows the life cycle depicted in the next figure:

```mermaid
graph TD
    A1 ---->|Reject| A3[Rejected]
    A1 ---->|Cancel| A4[Canceled]
    A1[Requested] -->|Approve| A2[Approved]
    A2 -->|Prepare| A5[Ready]
    A5 -->|Send| A6[In Transport] 
    A5 --->|Deliver| A7[Completed]
    A6 -->|Receive| A7[Completed]
    A2 -->|Send| A6
    A2 -->|Cancel| A4[Canceled]
    A2 ---->|Deliver| A7[Completed]

classDef mermaid_initial_state fill:#d7e4bd,stroke:#92d050,stroke-width:3px,color:#000;
classDef mermaid_final_state fill:#a7e2f2,stroke:#65CDE8,stroke-width:3px,color:#000;

class A1,A2,A5,A6,A8,A9,A10,A11,A12 mermaid_initial_state
class A3,A4,A7 mermaid_final_state
```

## Tying Everything Together

```mermaid
graph LR

    L1[Material Transfer Material] --- Main[Material Transfer]
    Main --- A3[Product]
    Main ---|From| A4[Facility]
    Main ---|To| A4
    Main -.-|From| A5[Area]
    Main -.-|To| A5
    L1 --- A2
    A6[Employee] --- Main

subgraph "depending on Material Transfer Type"
    A1[Maintenance Activity Order] -.- Main
    A2[Material] -.- Main
    N1[Cost Center] -.- Main
end

classDef mermaid_title color:#000, fill:#fafafa, stroke:#fafafa, stroke-width:0x, font-size:100%, font-weight:200;
classDef mermaid_start color:#000, fill:#fafafa, stroke:#fafafa, color:#fafafa, stroke-width:0x, font-size:100%, visibility: hidden;
classDef mermaid_businessdata color:#000, fill:#65CDE8, stroke:#65CDE8, stroke-width:0px, font-size:100%;
classDef mermaid_nonbusinessdata color:#000, fill:#B7DEE8, stroke:#B7DEE8, stroke-width:0px, font-size:100%;
classDef mermaid_entity color:#000, fill:#FB9F53, stroke:#FB9F53, stroke-width:0px, font-size:100%;
classDef mermaid_entitylinked color:#000, fill:#FCD5B5, stroke:#FCD5B5, stroke-width:0px, font-size:100%;
classDef mermaid_context color:#000, fill:#B9CDE5, stroke:#B9CDE5, stroke-width:0px, font-size:100%;
classDef mermaid_optional color:#000, fill:#B7DEE8, stroke:#65CDE8, stroke-width:1px, font-size:100%, stroke-dasharray: 5 5;
class Main mermaid_entity
class A1,A2,A3,A4,A5,A6,A7,A8,A9,A10,A11,A12 mermaid_businessdata
class L1,L2,L3,L4,L5,L6 mermaid_entitylinked
class C1,C2,C3,C4,C5,C6 mermaid_context
class N1,N2,N3,N4,N5,N6 mermaid_nonbusinessdata

click Main "../../business-data/material-transfer"
click A1 "../../business-data/maintenance-activity-order"
click A2 "../../business-data/material"
click A3 "../../business-data/product"
click A4 "../../business-data/facility"
click A5 "../../business-data/area"
click A6 "../../business-data/employee"
```

## Sequence Of Steps

The necessary steps for correctly creating and using a **MaterialTransfer** are:

1. Make sure that the customization mentioned above has been deployed to the Critical Manufacturing installation.
2. Define the different urgencies in the Generic Table *MaterialTransferUrgency*.
3. Create a **Product** and define the MaterialTransfer mode as being different from None.
4. Create Two **Facilities** with shipping enabled between them.
5. Create at least two **Steps** (one in each **Facility**) and mark them with *Material Transfer allowed*.
6. Create an **Employee** and, for manual approval, assign an Employee Manager to him/her
7. Depending on the **MaterialTransfer** type, it is necessary to create the following:

   * ForCostCenter: assign the current Employee to a Cost Center
   * ForMAO: create a **MaintenancePlan** with a **MaintenanceActivity** with Parts, and create a **Product** matching the Part name

8. Make one of the following request types:

   * ForCostCenter
   * ForMAO
   * ForMaterial
   * ForReturn

[materialTransferProcess]: ../../images/material_transfer_process.png
[materialTransferModes]: ../../images/material_transfer_mode.png

{{ generate_index() }}