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Transfer Sub-Materials#

🔒 Material.TransferSubMaterial

Overview#

This operation is used to transfer an attached Sub-Material from one Material to another.

The Material losing the Sub-Material is referred to as Parent Material From and the Material gaining the Sub-Material is referred to as Parent Material To. The Top-Most of each Material is referred to as Top-Most of Parent Material From and Top-Most of Parent Material To, respectively.

Setup#

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

Preconditions#

  • The Top-Most of Parent Material From and Top-Most of Parent Material To are Active, have the same Material State, have the same In Store property, and must not be On Hold and not In Transit.
  • The Top-Most of Parent Material From and Top-Most of Parent Material To must be at the same Facility and Step (including Logical Step Name), and have the same Is In Line Step and Line Flow Version property values.
  • If Top-Most of Parent Material From and Top-Most of Parent Material To are different, one of the following conditions must be true:
    • The Characteristics Count of the Top-Most of Parent Material From is 0 (or Null) or the Characteristics Count of the Top-Most of Parent Material To is 0 (or Null).
    • The Characteristics Count of the Top-Most of Parent Material From is greater than 0 or Null, is equal to the Characteristics Count of the Top-Most of Parent Material To, and the set of Characteristic Values of the Top-Most of Parent Material From and the Top-Most of Parent Material To are exactly the same (number, name, and value).
  • For the Top-Most of both the Parent Material and Parent Material From:
    • The Is In Transfer Order Item must be empty.
    • The Pick List Item Count must be empty.
    • If the Material is associated with a Resource, and the state of the Material is Consumable, Durable, Dispatched, InProcess, or the property Is In Store is set to true, the Resource InventoryLocked must be false.
  • The Top-Most of Parent Material To, Parent Material To, and Sub Material Package Count must be empty.
  • If the Top-Most of Parent Material From is assigned to a Resource, the Top-Most of Parent Material To must be assigned to the same Resource.
  • If the Top-Most of Parent Material From is assigned to a Resource, the Parent Material From and Parent Material To must have the same depth, relative to the Top-Most of Parent Material From and Top-Most of Parent Material To respectively.
  • The relationship Parent Material To Form > Sub-Material Form must be defined in the MaterialFormRelation Generic Table.
  • All Parent Material To Sub-Materials must have the same Form, that is, if the Parent Material already has one Sub-Material, subsequent Materials must have the same Form of existing Sub-Materials.
  • The transaction must not create a circular reference, that is, the Sub-Material cannot be an ascendant (parent, great parent, etc.) of the Parent Material To.
  • Sub-Material being transferred is a child of the Parent Material From.
  • If Top-Most of Parent Material To has a Current BOM Version different from Null, the Sub-Material Product must be equal to the Parent Material To Product.
  • The Top-Most of the Parent Material From and of Parent Material To must have the Current Material Transfer property set to Null.
  • 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 Smart Table.

    Note

    The Container Used Positions must be less than the Container Max Usable Positions.

Sequence of Steps#

Step 1: Sub-Materials#

  1. Select the Sub-Materials that should be transferred to another Material by checking the respective checkbox.

Screenshot showing a checkbox for transferring sub-materials.

Step 2: Parent Material#

  1. Select the new parent Material(s) for the Sub-Materials being transferred, by choosing its respective line. You may assign different Materials to different Sub-Materials.

Screenshot showing a list of parent materials for selecting in the transfer process.

Note

You may execute the Terminate Material on Zero Quantity and No Sub-Materials operation to automatically terminate Material when it has zero quantity and no Sub-Materials.

Step 3: Sub-Materials Containers#

  1. For each Sub-Material, it is possible to specify a new Container. If the new Container does not auto-generate positions, it is necessary to specify the position in the Container, otherwise the position will be generated automatically.
  2. If more than one Sub-Material is being transferred and the same Container is to be chosen for every Sub-Material, select Apply Container to All Sub-Materials.
  3. Select Transfer to complete the operation.

Screenshot showing a list of sub-materials containers with "Transfer Material Sub-Materials" and "A SUBMATERIALS CONTAINERS" labels.