---
alias: user-guide-track-out-material
description: The documentation outlines the Track-Out Material process, a transaction used to mark a material as completed at a resource
---

# Track-Out Material

:lock: Material.**TrackOut**

:lock: Material.**TrackOutQuantityManual**

:lock: Material.**TrackOutSetMaterialName**

!!! info
    - `Material.TrackOutQuantityManual`: allows you to override the quantity when performing a partial track out.
    - `Material.TrackOutSetMaterialName`: allows you to manual set the material name when a split is required in a partial track out.

## Overview

This operation is used to track out a **Material**. A track out means that the **Material** has completed processing at a given **Resource**. This transaction is available from the Resource and Step View.

!!! smart-barcode "Supports Smart Barcodes"
    You can use [[smart-barcode-scanning]] to perform this operation.

## 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-st]] 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.

## 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 [[user-guide-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.

!!! info
    It is assumed that these conditions apply to all Materials tracked in together.

## Preconditions for Split and Track-Out

* If the Parent **Material** (the one that remains in process) has the In-Process Verification Maintenance Plan Instance set:
    * It is not possible to perform split and track-out because there is at least one In-Process Verification activity In Progress or Waiting for Acceptance.
    * It is not possible to perform split and track-out because there is at least one In-Process Verification activity that is Due or Late Due.
    * It is not possible to perform split and track-out because there is at least one In-Process Verification activity for which the scheduled date is in the past.

## Sequence of Steps

### 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.

!!! warning
	When Tracking out two or more materials with a Set Note Future Action, the notes must be identical for all materials. For more information, see [[manage-material-future-actions]].

![Screenshot showing the Track Out Resource screen with notes field.](images/trackout_resource.png)

!!! info
    In Equipment Qualification scenarios, the Track-Out operation captures Qualification Check Verification Results for matching Qualification Checks in state `In Verification`, or in `In Progress` when the Qualification Execution Point matches the Qualification Check Verification Point. The Material Flow Point must match a Qualification Check Verification Point whose Result is `Null` or `Fail`.

### Split Information

!!! note
	Only visible if there is a context defined for Split and Track-Out (also referred to as partial track-out) in the [[stepsplittrackoutcontext-st]] Smart Table and if the current Step has the Use Split and Track-Out property set as `true`.

This step allows partial track-outs, where you can track out a quantity different from the primary quantity of the **Material**. The wizard opens regardless of the inspection state of the main **Material**. If the inspection is incomplete or invalid, you can still perform a split track-out. Tracking out the main **Material** at full quantity runs inspection validation and may fail if the inspection is not valid.

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 [[tutorials-partialtrackout]] 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.
4. Optionally, you can select the Options button on the top rightmost side of the screen to configure additional options for the new **Material**:
    * Copy Contexts to the new Child **Material**.
    * Copy Future General Actions to the new Child **Material**.
    * Copy Future Holds to the new Child **Material**.
    * Copy Future Splits and Merges to the new Child **Material**.
    * Copy Future Create Send Ahead Runs to the new Child **Material**.
    * Terminate Material on zero Quantity and no Sub-Material to terminate the Parent **Material** if these two conditions are met.

        !!! info
            The default value for each option can be configured via the [[guielementdefaultvalue-gt]] Generic Table using  `Material.TrackOut` or `Material.TrackOutAndMoveNext` context, with the respective Element name (`CopyContexts`, `CopyFutureGeneralActions`, `CopyFutureHolds`  `CopyFutureSplitsAndMerges`, `CopyFutureCreateSendAheadRuns`).

![splitandtrackout](images/trackout_material_split.png)

### 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**.

!!! info
	Documents are configured in the Document Material Context.

![Screenshot showing a document management interface with multiple files listed.](images/trackout_documents.png)

### Record Loss/Bonus

!!! note
	Only visible if there are Reasons associated to the current Step of the Material.

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.

### Record Qualification Results

!!! note
    Only visible in Equipment Qualification scenarios when there are matching Qualification Check Verification Results to capture at Track-Out.

This step is used to record the result of each **Qualification Check Verification** matched by the Track-Out operation. The list of verifications displays the **Maintenance Activity Order** (**MAO**) associated with each **Qualification Check**, allowing you to distinguish identical Qualification Checks from different **MAOs**.

1. Select a **Qualification Check Verification**.
2. Select **Pass** or **Fail**.
3. Optionally, enter a remark.

### Inspection

This step displays the values from **Data Collection** **Parameters** and the result according to the **Inspection Plan**. It only appears if the main **Material** inspection is completed - for example, if all required samples exist and **Data Collections** are complete. If the main **Material** inspection is not complete, this step is skipped and you can only perform split track-outs.

!!! info
	Data Collection and Data Collection Limit Sets are retrieved from the Inspection Plan step configurations.

### Data Collection

!!! note
	Only if there is a Data Collection associated with the current Material Context and only if Material is TopMost.

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.

!!! info
	Data Collections are configured in the Step Data Collection Context.

	Additionally, a Data Collection may be configured to send data to SPC, in which case one or more SPC Charts will appear.

### Record Send-Ahead Run Materials results

!!! note
	Only if there is a Send-Ahead Run associated with the current Material.

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

!!! info
	When recording results the system may return Result Remarks. This depends on whether the parameters fall outside of the limits of the Data Collection or if an SPC rule violation occurs.

### Grading

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

### Checklist

!!! note
	Only if there is a Checklist associated with the current Material Context.

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-st]] 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 [[tutorials-partialtrackout]] tutorial.

!!! info
	Depending on the Future Hold configuration, the Material may be put on hold.

![Screenshot showing a checklist with various materials listed.](images/trackout_material.png)

!!! info
	If a Production Order Step connected to the **Resource** exists and is currently in state In Progress, the Production Order Step Completed Quantity will be set to `CompletedQuantity + Material Primary Quantity + Material SubMaterialsPrimaryQuantity`. If the Completed Quantity is higher or equal to the Material Primary Quantity, the state will be set as Completed.