Request for Material Transfer#

MaterialTransfer.RequestForMaterial

Overview#

This operation is used to make a Material Transfer request for a particular BOM product of a given Material.

Setup#

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

Preconditions#

• Both the Source Facility and the Target Facility must exist and be Active and the Source Facility must be different from the Target Facility.
• The Product referenced in the Material Transfer must be Active and the Material Transfer Mode must be different from None.
• The Requested Quantity can only be decimal if the Product IsDiscrete property is false.
• The Source Facility must be defined and must not be a remote Facility.
• If the Material Transfer is either of type InventoryTransfer or MaterialTransfer, a Target Facility must be defined.
• If the Target Facility is defined, it must not be a remote Facility.
• If the RequestedMaterial matches the name of a Material, that Material must be Active, Topmost, not on Hold, not in transit and must not have Sub-Materials.
• If the source Step is defined, it must have the AllowMaterialTransfer set to true.
• If the target Step is defined, it must have the AllowMaterialTransfer set to true.
• If a RequestedMaterial is defined and if the RequestedMaterial (free text) matches the name of a Material, the RequestedQuantity must be less or equal to the current RequestedMaterial Primary Quantity.
• If the Material Transfer Allowed Pickup property is AreaEmployee, the target Area must be defined.

Sequence of Steps#

Step 1: Details#

1. Select a Material and then click Request For Material to initialize the wizard.
2. Select a Source (From) Facility and, optionally, an Area. The values for the target (To) fields will be defined automatically.
3. Optionally, select a target Resource.

4. Select a Product, which matches a product from the current Material BOM and the quantity to be requested, which defaults to the quantity of the BOM, multiplied by the Material total quantity.

   Warning

   It is not possible to change te BOM Product revision.

5. Select an urgency (values are taken from the generic table MaterialTransferUrgency).

6. Optionally, override the request delivery date.
7. Optionally, enter the name of a specific Material to be requested or press the button Retrieve Materials to retrieve a list of available Materials.
8. Optionally, enter a comment.
9. Click Request to complete the transaction.