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Record Sub-Material Losses#

🔒 Material.RecordSubMaterialLosses

Overview#

The user accesses the system in order to record a quantity loss or bonus for all Sub-Materials (first level only).

Setup#

No special setup is required other than to meet the preconditions of the transaction. Note that the Loss and Bonus Reasons must be associated with the current Material Step.

Preconditions#

  • Material exists, is Active and is not InTransit.
  • Material has Sub-Materials.
  • Sub-Materials must not have Packages.
  • The Topmost Material is not currently in a transfer.
  • If the Material Step has the property Decimal Quantity Allowed enabled, the user can enter decimal quantity losses; otherwise, quantities must be integers.
  • The Loss/Bonus Reasons used are defined for the current Material Step and are applicable to Record Loss.
  • When reporting a loss:
    • The Sub-Material has a Primary Quantity or Secondary Quantity greater than zero.
    • If the Topmost Material has a BOM version other than empty, the final Material Primary Quantity is greater than or equal to the Material Assembled Quantity.

Sequence of Steps#

  1. Choose the Record Sub-Material loss, under the Record loss/bonus button.
  2. Optionally, review the Material details, by expanding the Material section.
  3. Optionally, expanding the Options section two properties can be changed:
  4. Terminate Material on zero quantities and no Sub-Materials - if checked, will terminate the Material under those circumstances. The Parent Material will be terminated if all Sub-Materials are terminated and there is no Primary Quantity or Secondary Quantity left in the Parent
  5. Define final quantity manually - if checked, allows the user to define the final quantity and the delta will be automatically calculated and shown.
  6. If the Loss is not full, enter the quantity, for each Loss and Bonus Reason
    • The final quantity will be calculated automatically and displayed in the Final Quantity text box and below the Sub-Material list.
  7. Optionally, enter a Comment.
  8. Select Record to complete the operation.

Record Sub- Material Loss Wizard gif

Info

  • Only losses which have been qualified to apply to Record Loss appear listed.
  • It is possible to define the default value for checkbox Terminate Material on zero quantity(ies) and no SubMaterials by adding the entry Context = Material.RecordSubMaterialLosses, Element = TerminateOnZeroQuantity as context in the Generic Table GUIElementDefaultValue.