Merge Material#

Material.RecordLossBonus

Overview#

Merges two or more Materials into one. Merge is performed primarily for logistical reasons. As a convention, the Material to be merged is referred to as Child Material and the Material to absorb the Child Material is referred to as Main Material.

Setup#

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

Preconditions#

• Child Material and Main Material exist and are Active.
• Child Material and Main Material are not On Hold or In Transit.
• Child Material and Main Material have the Split Merge Restriction Type property set to No Split Or Merge Restrictions or Splits Not Allowed.
• The Parent of the Main Material and the Child Material must be the same (can be null).

• Child Material and Main Material have the same:

  • Facility
  • Type
  • Product
  • Step
  • Logical Step Name
  • Is In Line Step
  • Line Flow Version
  • System State
  • Form
  • Is Approved
  • Experiment
  • Is In Store
  • Off-Flow Stack
  • Last Processed Resource, if Material is In Process and Lane.
  • Lane (can be null)
  • Current BOM Version
  • Current BOM Assembly Type

• If Main Material is Top-Most and it is assigned to a Resource, the Child Material must also be assigned to the same Resource.

• Since it is assumed that the Child Material will reside at the same Container/Position as the Main Material, it must be checked that if the Main Material is associated with a Container with Capacity Validation Mode set as Units, that the Container Capacity Per Position can hold the Main Material plus the Child Material additional units (Primary Units or Secondary Units as defined in the Container Capacity Units - if matching).
• If Main Material or Child Material have a Production Order associated with it, the Production Order must not be Closed. Additionally, if the Child Material has a Restricted Production Order associated with it, the Main Material must be associated with the same Production Order.
• The Top-Most of Main Material and Top-Most of Child Material must have the Transfer Material property set to null.
• Both the Main Material and Child Materials must have the same Primary and Secondary units.
• The Child Material required Future Action must be null.
• The Main Material and the Sub-Materials must not have any open defects (Open Defect Count is 0).
• The Characteristics Count of the Main Material and Child Material must be equal (can be null). If not 0 (not null), the set of Material Characteristics (Name and Value) must be exactly the same for both the Main Material and Child Material.
• If the Main Material Product has its Product Type set to Part and the Part Type set to Repairable, the Main Material and the Child Material cannot be referenced in any active Resource Part.
• If Material is Top-Most and Material Assembly Type is Packing (or the property Packing Step of the Step associated to the Material is set to true and the Material currently has its System State as In Process), for the final Parent Material the system must ensure that:
  • Either the Material Primary Quantity or the Sub-Materials Primary Quantity must be zero (packing is single level).
  • The Material Primary Quantity plus the Sub-Materials Primary Quantity must be greater than 0.
• For Packing/Packaging:
  • If Assembly Type of Top-Most of Main Material is Packing:
    • The Child Materials must be Top-Most.
    • If the Main Material Primary Quantity is 0, the Child Material Primary Quantity is also 0.
    • If the Main Material Primary Quantity of the Sub-Materials is 0, the Child Material Primary Quantity of the Sub-Materials is also 0.
    • The Child Material to be merged must have a single level, and the Sub-Material Count of all Sub-Materials must be 0.
  • If the Step of the Material From Packing Level is 2, all Packages of the Main Material and Child Material of Level 1 (if any) must be of the same Product and have the same Is Trackable property.
• For Material Rework Counter:
  • Materials can only be merged in these conditions:
    • The Product of the Child Material must have the following properties set to false:
      • Apply Global Rework Limit
      • Apply Step Rework Limits
      • Apply Reason Rework Limits
  • If the above conditions are not met, the list of Child Material Rework Counters must be empty to allow the merging of Materials.
• For both the Main Material and Child Material, the In Process Verification Maintenance Plan Instance property must be null.

Preconditions for Bulk#

• In addition to the preconditions mentioned above, all Child Materials must:
  • Be merged to the same Main Material.

Sequence of Steps#

Step 1: Materials#

This step is used to select the Materials that should be merged into the Parent Material.

1. Verify the Parent Material information.
2. Select the Materials to be attached as Sub-Materials by selecting their checkbox(es).
3. Any Sub-Materials of the Materials to be merged can be seen by selecting the Sub-Material count in the right-most column, with the Sub-Material logo on the header.
4. If the Child Materials have Sub-Materials, another step is required. Otherwise, select Merge to complete the operation.

Step 2: Sub-Material Containers#

This screen provides the possibility to define a new Container and Position for each new Sub-Material.

1. For each Sub-Material of the Child Material it is possible to assign a new Container and Position (if the Container does not auto-generate its Positions).
2. It is possible to copy the future holds of Child Materials to the Main Material by selecting the Copy Future Holds property in the Options section.
3. It is possible to copy the future holds of Child Materials to the Main Material by selecting the Copy Future Holds property in the Options section.
4. It is possible to apply the Container of the Main Material to the Child Materials automatically by selecting the corresponding property in the Options section.
5. Select Merge to complete the operation.