---
alias: process-material
description: "This documentation details processing a material through a single, guided workflow"
---

# Process Material

:lock: Material.**PerformProcess**

## Overview

This transaction provides all the information required to process a **Material** using a single wizard.

## Setup

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

## Preconditions

The **Material** is active and the system state is In Process.

## Sequence of Steps

1. Select a **Material** matching preconditions and select Process on the top ribbon. A dialog will present all relevant and available information on that **Material**.
2. All operations can be performed on the following tabs:
    * Checklist - available if the **Material** has a current **Checklist** instance (for more information, see [Perform Checklist](../checklist/checklist-instance/perform_checklist.md)).
    * Data Collection - available if the **Material** has a current **Data Collection** instance (for more information, see [Post Data to Data Collection](../data-collection/data-collection-instance/post_data_to_data_collection.md)).
    * Inspection - available if there is an active `Inspection Order Step Sample` for the **Material** at the current **Step** for which a **Data Collection** instance is set (for more information, see [Post Data to Data Collection](../data-collection/data-collection-instance/post_data_to_data_collection.md)).
    * Instruments - available if the `CaptureInstrumentBehavior` property of any **Data Collection** parameter is different from `None`. You can manage Instruments for the Resource or change the instrument mode.
    * Assemble - available if the **Material** has a current **BOM** and Assembly Type is `Explicit`, `ExplicitAdd` or `ExplicitLongRunning`. For all other **BOM** Assembly Types, the **BOM** information is displayed in read-only mode. (for more information, see [Assemble Material](assemble_material.md)).
3. The following tabs display information in read-only mode:
      * Recipe - available if the **Material** has a current **Recipe** instance.
      * Durables - available if the **Material** has a current **Durables** instance.
      * Documents - available if the **Material** has any associated **Document** (for more information, see [View Material Documents](view_material_documents.md)).
      * Note - available if the **Material** has a current note set.

!!! info
	If the **Material** is the Top-Most in a Line **Step**, the actions and information applies to the Top-Most **Material** only.

!!! info
	If the **Material** is a Sub-Material in a Line **Step** (level 1 Sub-Material only) the action and information displayed belong to the **Material**.

Select **Save Now** to save changes and keep the dialog open or select **Save and Close** to perform the process operations on the **Material** and finish the process.

![Process Material][process_material]

!!! info
    You can choose the Modern interface when creating the **Data Collection**, allowing you the option to input data directly on the wizard. To find out more, please see [[create-data-collection]].

[process_material]: images/process_material.png