---
alias: user-guide-perform-pre-setup
description: "This documentation details the process of initiating pre-setup operations for materials across resource steps"
---

# Perform Pre Setup

:lock: Resource.**PerformPreSetup**

## Overview

This operation is used to perform setup for a **Material**, on a given **Resource**, at a different **Step** from the current **Step** of the **Material**.

For more information, see [[user-guide-perform-setup]] and [[user-guide-perform-line-setup]].

## Setup

No special set up is required other than to meet the preconditions of the transaction.

## Preconditions

* The **Resource** exists, it is Active and the Processing Type is Process or Line.
* The **Resource** Setup Mode is different from Not Required.
* The **Resource** Setup Begin and Complete Mode is either Auto Begin and Complete or Manual Begin and Complete.
* If the **Resource** Setup Begin and Complete Mode is Manual Begin and Complete, the In Setup must be `true`, and the Current Setup Type will be Changeover Pre or No Changeover Pre.

## Sequence Of Steps

### Step 1: General Data

#### Auto Begin and Complete

1. Select a **Resource** matching the preconditions with the Setup Begin and Complete Mode set to Auto Begin and Complete.

2. In the **Perform** button on the top ribbon, select the **Perform Pre Setup** option to open the wizard:

	![Screenshot showing a wizard opened after selecting Perform Pre Setup option in the top ribbon.](images/perform_pre_setup_01.png)

3. In the first step of the Perform Pre Setup wizard, select a **Material**, and a future **Step**, and select **Next**:

	![Screenshot showing the Perform Pre Setup wizard with selected Material and future Step.](images/perform_pre_setup_03.png)

4. In the second step of the Perform Pre Setup wizard, define the Begin Setup for All Sub-Resources property - defaults to `true`:

	![Screenshot showing the default setting of "Begin Setup for All Sub-Resources" in the Perform Pre Setup wizard.](images/perform_pre_setup_04.png)

5. Optionally, enter a comment.
6. Select **Perform** to complete the operation.

#### Manual Begin and Complete

1. Select a **Resource** matching the preconditions with the Setup Begin and Complete Mode set to Manual Begin and Complete.

	!!! info
	    If the Setup Begin and Complete Mode is defined as Manual Begin And Complete, you will need to Begin Pre Setup before you can execute the Perform Pre Setup operation.

2. In the **Begin** button on the top ribbon, select the **Begin Pre Setup** option to open the wizard:

	![Screenshot showing the Begin Pre Setup option in the top ribbon.](images/perform_pre_setup_02.png)

3. In the first step of the Begin Pre Setup wizard, select a **Material**, and a future **Step**, and select **Next**:

	![Screenshot showing the selection of Material and future Step in the Begin Pre Setup wizard.](images/perform_pre_setup_02a.png)

4. In the second step of the Begin Pre Setup wizard, confirm the Setup Information and define the Begin Setup for All Sub-Resources property - defaults to `true`:

	![Screenshot showing a step in the Begin Pre Setup wizard with setup information and begin setup options.](images/perform_pre_setup_05.png)

	!!! note
	    For more information, see [[user-guide-begin-pre-setup]].

5. Select **Begin** to continue the operation and return to the **Details** page of the **Resource**.
6. In the **Perform** button on the top ribbon, select the **Perform Pre Setup** option to open the wizard:

	![Screenshot showing the top ribbon with the Perform button selected, displaying options including "Perform Pre Setup".](images/perform_pre_setup_06.png)

7. Proceed as you would for Auto Begin and Complete (see above).
8. Optionally, enter a comment.
9. Select **Perform** to complete the operation.