--- alias: tutorials-document-management-scenario-material-track-in description: "Associate a document with a Material context and view it at Track-In" --- # Show a Document at Material Track-In In this scenario, you will learn how to: * Associate a document with a Material context for a Step, a Product, and the `TrackIn` operation. * View the document in the **Dispatch and Track-In Material** wizard. * View the document while the Material is in process. {% set video_id = '7643a782d99fce85e4633523f1e9073a' %} {% include-markdown 'includes/cloudflare_stream.md' %} !!! info Complete [[tutorials-document-management-scenario-create-organize-documents]] first. This scenario uses the internal document created there, for example `Doc_Internal`. For more information, see: * [[tutorials-howto-viewdocument]] * [[materialdocumentcontext-st]] * [[user-guide-view-material-documents]] ## Sequence of Steps ### 1. Configure Material Document Context 1. In the left side menu, select **Administration**. 2. From the Administration panel, select **Tables**. 3. In the left side panel, select **Smart Tables**. 4. In the search box, write `MaterialDocumentContext`. 5. Select **MaterialDocumentContext**. ![MaterialDocumentContext smart table in the Tables page.](images/material_track_in_smart_table_material_document_context.png) The **Material Document Context** page opens. A new environment has no records. ![Empty Material Document Context page.](images/material_track_in_material_document_context_empty.png) 6. In the top ribbon, select **Add**. 7. Select the **Step**. For example, `Mixing`. 8. Select the **Product**. For example, `Belgas`. 9. Set the **Operation** to `TrackIn`, so that the MES presents the document only for that transaction. 10. Select the **Document** to display. For example, `Doc_Internal`. 11. Select **Add**. ![Add Material Document Context Record(s) wizard with Step, Product, Operation, and Document filled.](images/material_track_in_material_document_context_add.png) The MES confirms the operation, and the new record appears in the **Material Document Context** list. !!! info If you leave **Operation** empty, the MES presents the document across the transactions of that Step. To present a set of documents, select a **Document Group** instead of a **Document**. If several records match the same material, the MES applies the most specific record. 1. In the **Material Document Context** list, select the **Step** link of the new record. For example, `Mixing`. 2. Select **Open in New Page**. ![Material Document Context page with the new record.](images/material_track_in_material_document_context_created.png) ### 2. Perform Track-In 1. Open the Step. For example, `Mixing`. 2. Select a material of the configured Product that is in state `Queued`. For example, `Cookie02`. The **Details** panel on the right lists the documents that match the context. 3. In the **Transaction** group of the ribbon, select **Dispatch and Track-In**. ![Mixing Step with a material selected and the Dispatch and Track-In action.](images/material_track_in_material_dispatch_and_track_in.png) 4. In the **Dispatch and Track-In Material** wizard, select a resource. 5. Select **Next**. ![Resource step of the Dispatch and Track-In Material wizard.](images/material_track_in_track_in_resource_step.png) 6. In the **Documents** wizard, check the content of the document. Scroll through the document to read it. 7. Select **Track-In**. ![Documents step of the Dispatch and Track-In Material wizard with the document content.](images/material_track_in_track_in_documents_step_document.png) The MES dispatches and tracks in the material. ![Confirmation that the material was dispatched and tracked in successfully.](images/material_track_in_track_in_completed.png) ### 3. View the Document The document stays available while the MES processes the material. 1. In the `Mixing` step page, select the Material that you tracked in. For example, `Cookie02`. 2. In the top ribbon, in the **Documents** group, select **View**. ![View action in the Documents group of the ribbon.](images/material_track_in_material_view_documents_action.png) The **View Material Documents** wizard opens and shows the document. ![View Material Documents window with the document.](images/material_track_in_material_view_documents_window.png) 3. Select **Close**. ## Expected Result After you complete this scenario, the **Documents** step of the **Dispatch and Track-In Material** wizard shows the document for materials that match the context. You can also open the Document at any time with **View** while the material is in process. ## Next Scenario Continue with [[tutorials-document-management-scenario-read-and-understand]].