Change Material Flow/Step#

Material.ChangeFlowAndStep

Overview#

This operation is used to change the Flow or the Step of a Material.

Setup#

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

Preconditions#

• The Material is active and is not In Transit.
• The Material is Top-Most, that is, it has no parent.
• If changing the Flow:
  • The new Flow is active and enabled.
• If changing the Step:
  • The Material must not be On Hold.
• The new Step must be defined in the current Material Facility.
• The Material is not In Store, In Process, Consumable or Durable.
• The new Step is active.
• Either the Material retains the units in the the new Step or there are Unit of Conversion Factors defined for the Material Product and all of the Products of its Sub-Materials.
• The new Flow Path must be different from the current Flow Path and it must exist in the new Flow.
• If the Step is being changed, there are no active Protocol instances that contain the Material being moved and that have the property Inhibit Move From Step set to true.
• There must not be any required Future Action for the Material.
• There must not be any Material Time Constraint violated for the Material for the current context and transaction.

Preconditions for Bulk#

• In addition to the preconditions mentioned above, all Materials must:

  • Be either Top-Most or Sub-Material of the same Parent Material.
  • Have the same Flow Path.
  • Be in the same System State.

  Note

  All the Materials will be assigned to the new Flow and Step.

Sequence of Steps#

1. Optionally, review the Material details by expanding the Material section.

2. Choose a new Flow Path by selecting a Flow followed by a Step, or directly in the Flow structure. When altering Steps, the system will revert the Material state to Queued. In cases where the same Step is repeated in the Flow and the Material is in a Processed state (as depicted in the image below), you may opt to enable Force Queued State. Otherwise, the Material will stay in the Process state.

   Info

   It is possible to define the default value for the Force Queued State by editing the entry Context = Material.ChangeFlowAndStep for the Element = ForceQueuedState in the GUIElementDefaultValue Generic Table.

3. Select Change to complete the transaction.