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Expand Material#

🔒 Material.Expand

Overview#

This operation is used to break a Material into individual Sub-Material units. These Sub-Material units exist by themselves but are still attached to the Parent Material that originated them.

Setup#

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

Preconditions#

  • The Main Material is Active, it is not On Hold, not In Transit and not Consumable.
  • For the Top-Most Material:
    • The Pick List Item Count must be empty.
    • The In Transfer Order Item must be empty.
  • The Main Material Package Count must be 0.
  • If the Top-Most of the Main Material is associated with a Resource, and the Sub-Material is assigned to a Container, then either:
    • The Resource must have its positions defined in Material or;
    • If the positions of the Resource are defined in Containers, the new Sub-Material must not have any Container of the defined Resource's Container Type, which is not already associated with the Top-Most of the Main Material (and its children hierarchy).
  • The Main Material form and Sub-Material form relation is defined in the MaterialFormRelation Generic Table.
  • The Main Material must have a primary quantity greater or equal to 0 and the Sub-Material quantity must be greater or equal to 0 and less or equal to the primary quantity of the Main Material.
  • Primary and secondary quantities of the new Sub-Material can only be decimal if the Main Material property Is Decimal Quantity Allowed is set to true and the Product property Is Discrete is false.
  • The Product and Flow of the new expanded Materials are Active and Enabled.
  • If the Main Material already has Sub-Materials, the new Sub-Material must have the same form.
  • If the Material property Is Line is false and if the Top-Most of the Main Material Current BOM Version is not null and the Top-Most of the Main Material Current BOM Assembly Type is different from Automatic At Track Out, then the Sub-Material quantity must be equal or less than the Main Material Assembled Quantity.
  • If the Material is associated with a Production Order, the Production Order must not be Closed.
  • The Top-Most of the Main Material must have the Transfer Material property set to null.
  • If the operation is not called from Weigh and Dispense, the Current BOM Assembly Type property of the Material must be different from Weigh And Dispense and different from Explicit Long Running.
  • The Main Material must not have any open defects (Open Defect Count is 0).
  • If the property Use Container Restrictions in the Step of the Material is true, the available containers will be the ones that match the restrictions applied by the context of that Step. For more information, see Contexts View or MaterialContainerTypeContext.

    Note

    The Container Used Positions must be less or equal to the Container Max Usable Positions.

Preconditions for Bulk#

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

    • Be expanded from the same Main Material.
    • Have the same Form.

Sequence of Steps#

The Expand Material wizard is called from the Details page of the selected Material. Depending on the current system status, the Expand Material button may be visible on the top ribbon or under the More actions button.

Step 1: Sub-Materials Form#

  1. Select the Material you need.
  2. Select Expand.
  3. In the Expand Material wizard, verify the Material information.
  4. Select the Sub-Materials Form from the drop-down menu. The possible form for Sub-Materials is defined in the [materialformrelation-gt] Generic Table.
  5. Optionally, select whether to Bypass Material Form Validation For Siblings.

Screenshot showing a form with fields for sub-materials, including "expand material" field.

Step 2: Sub-Materials#

  1. Specify as many Sub-Materials as needed, providing for each one of them:
    • Name. In case there is a name generator configured to automatically provide a unique name, there is no need to manually enter a name.
    • Primary quantity (and if defined for the Step, the secondary quantity, as well).
    • Optionally, a Container and position (in case the Container does not manage the positions automatically) to hold the new Sub-Material.
  2. Optionally, enter a comment.
  3. In case all Sub-Materials share the same Container, select the button Apply Container to All Sub-Materials.
  4. Select Expand to complete the operation.

Info

Main Material future holds are not copied to the Sub-Materials.

Screenshot showing the expanded sub-materials list.

Note

If a Substrate Map was set in the Main Material, its properties, namely: Substrate Map, Substrate Map Layout Specifier, Substrate Map Units, and Substrate Map Last Synchronization Date, will not pass to the Child Material with the Expand operation.