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Transfer Material Between Containers#

🔒 Container.TransferMaterial

Overview#

This operation is used to Transfer Material Between Containers. That is, to transfer Materials from one Container to another.

Setup#

No specific setup is required other than to meet the preconditions of the transaction.

Preconditions#

For the Material:

  • The Material is Active and Not In Transit.
  • The Material has a Container associated to it.
  • The old Container is Available.

For the new Container:

  • The Container is Active and there are free available positions in it.
  • The Container is in Available state.
  • The Container Position Unit Type must be Material.
  • If the Container Positions is Auto Generated property is set to False, the supplied Position must not be in use at the Container.
  • If the Material Step property Use Container Restrictions is set to True, the system must use Resolve Container Types for Material Context to retrieve the possible Container Types and the Maximum Capacity Positions, and in case there is a resolved record:
    • The new Material Container must match that Container Type.
    • If a Container Max Used Positions is returned, the used positions after the Material Assignment cannot exceed the Container Max Used Positions. That is, the Container Used Positions must be less than the Container Max Usable Positions.
  • Depending on the Container Capacity Validation Mode, the following applies:

    • Units - the Capacity Unit property is the same as the Primary Units or Secondary Units of the Material being transferred.

      Note

      The units are taken from the Material and not from the Step.

    • Form - the form of the Material must match the Container Capacity Form.

    • None - no check needed.
  • If the Capacity Validation Mode is Units, the quantity of the Material being transferred does not exceed the Capacity Per Position.

  • If the Top Most Material is associated with a Resource and its Position Unit Type is Material:
    • The new Container Resource Association Type must be None or Docked Container.
  • If the Top Most Material is associated with a Resource and its Position Unit Type is Container:

    • The new Container Resource Association Type must be None or Related Material.

      Info

      It is not possible to Add or Remove a Container that was stored via Store Container or that has Is Docked set to True.

    • If the Container is already associated with a Resource that has its Resource Association Type as Related Material, the Container must be associated with the Resource that the Top Most Material is currently associated to.

    • If the Container is not already in the Resource, the Resource must have at least one available position, and it must have the Is Auto Generate Position Enabled set to True.
  • The new Container must be different from the old Container.

  • The new Container Hold Count property must be zero.
  • The Facility of the new Container must be the same as the Facility of the old Container.

Sequence of Steps#

The Transfer Material Between Containers wizard can be called from the Container page within the Business Data Group.

Step 1: General Data#

  1. Select Transfer Materials on the top ribbon.
  2. Review the Material information.
  3. Select the new Container.
  4. If the positions are managed manually, it is necessary to specify a free position to hold the Materials. If they are Auto Generated, the field will be filled in automatically.
  5. Optionally, enter a comment.
  6. Select Transfer to complete the operation.

Screenshot showing a UI with instructions for transferring material between containers.