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Prepare Material Transfer#

🔒 MaterialTransfer.Prepare

Overview#

This operation is used to prepare a Material Transfer by assigning one or more Materials to the Material Transfer.

Setup#

In order for the Prepare Material Transfer operation to be fully functional, one customization must be deployed in Critical Manufacturing's installation:

  • To resolve the Materials from the Source Facility from where the inventory is taken for TransferInventory and ConsumeInventory modes.

Preconditions#

  • The Material Transfer's universal state is Active and its system state is Approved or Ready.
  • All Materials assigned to this Material Transfer:
    • Must be Active.
    • Must be Topmost.
    • Must not be On Hold.
    • Must be Queued or Processed.
    • Must be in the same Facility as the Material Transfer's FromFacility.
    • If the Material Transfer FromArea is defined, it must be in the same Area as the *Material Transfer.
    • If the Material Transfer FromStep is defined, it must be in the same Step as the Material Transfer.
    • If the Material Transfer.FromStep is defined, the FromStep must have the property IsMaterial TransferStep set to true.
    • All Materials must be in the same Step (and hence, the same Area).
    • The Material Product must match the Material Transfer Product.
    • The Material must not be associated with any other Material Transfer.
  • All Material Transfer.Material.Quantity must be > 0 and <= (Material Transfer.Material PrimaryQuantity + Material Transfer.Material SubMaterialsPrimaryQuantity) and can only be decimal if the Material Transfer.Product property Material TransferDecimalQuantityAllowed is true.

Sequence of Steps#

Step 1: Details#

  1. Provide one or more Materials and respective quantities to fulfill the Material Transfer. Use the sign button or the delete button from the grid's toolbar to add and remove Materials. Note that the system will suggest, by default, the required quantity to fulfill the requested quantity, if the quantity is available in the specified Material.
  2. Optionally, select a location for the Material Transfer (from the Lookup Table MaterialLocation).
  3. Optionally, enter a comment.
  4. Press Prepare to complete the transaction.

prepare_material_transfer