Record Material Loss/Bonus#

Material.RecordLossBonus

Overview#

The user accesses the system in order to record a quantity loss or bonus for the Material.

Setup#

No special setup is required other than to meet the preconditions of the transaction. Note that the Loss and Bonus Reason(s) for Record Loss/Bonus must be associated with the current Material Step.

Preconditions#

• Material exists, is Active and is In Transit.
• Used Loss/Bonus Reasons are the ones which are defined for the current Material Step and which are applicable to Record Loss.
• If Material current Step has the Is Decimal Quantity Allowed set to true, you can specify decimal quantity losses, otherwise they must be integer.
• The Material Target Quantity must be empty.
• If the Material Package Count is greater than zero:
  • If the Material is a Sub-Material, the Record Loss operation is not allowed.
  • If the Material is TopMost:
    • The Material Primary Units must match the Package Material Packed Quantity Units of any Active Package of that Material.
    • The final Material Primary Quantity must be greater io equal to the Total Packed Quantity of all the Active Packages that reference that Material, with the exclusion of the Packages of Content Type Material Ids.
• If the Material Package Count is greater than zero, the Material Primary Units must match the Packed Quantity Units of any Active Package of that Material.
• If the property Packing Step of the Step associated to the Material is set to true, and the Material is In-Process or Processed, the Record Bonus operation is not possible.
• When reporting a loss, the Material has a Primary Quantity or a Secondary Quantity greater than zero.
• For each selected Loss/Bonus reason, either Primary Quantity Loss (Bonus) or Secondary Quantity Loss (Bonus) are greater than zero.
• If recording a loss for a Material, if TopMost of Material on which the loss is being recorded has the current BOM Version different from null, the final Material Primary Quantity must be greater or equal to the Material Assembled Quantity.
• If recording a bonus for a Material, the TopMost of Material current BOM Assembly Type must not be Automatic At Track In or Explicit Add.
• If recording a bonus for a Material, since it is assumed that the bonus quantity will reside at the same Container/Position as the Material, if the Material is associated with a Container with the Capacity Validation Mode defined as Units, that the Container Capacity Per Position can hold the Material plus the additional bonus quantity (Primary or Secondary, as defined in the Container Capacity Units).
• The TopMost Material property Current Material Transfer must be null.
• If the Main Material Product has its Product Type set to Part and the Part Type set to Repairable, the Material cannot be referenced in any active Resource Part.

Sequence of Steps#

Step 1#

1. Choose the Record loss/bonus option, under the Record loss/bonus button.
2. Optionally, review the Material details, by expanding the Material section.
3. Optionally, expanding the Options section will allow two properties to be changed:
4. Terminate Material on zero quantities and no Sub-Materials, which, if checked, will terminate the Material under those circumstances.
5. Defining final quantity manually, which, if checked, allows you to define the final quantity, in which case the delta will be automatically calculated and shown.
6. Using the Losses and Bonuses tabs, define, for each Loss and Bonus Reason respectively, enter the amount of primary and secondary (if defined) quantities for that loss/bonus Code. You will be able to see a visual example of the loss and bonus if it is defined as a Multimedia object associated to the Reason.
7. Optionally, enter a Comment.
8. Select Finish to complete the Operation.