Material tracking plan

The production site associated with the user is proposed by default. It can be modified by another site authorized for the operator, depending on its authorizations.

This field makes it possible to filter the data to be processed.
It is only taken into account when pre-loading a WO.
Mind the loading time.

Use this field to filter the records to be tracked. Select one of the following values:

• All
• Closed
• Not closed

Entering these fields is not mandatory. Use them to limit the display of allocations to one document or a range of documents.

Enter the selection end entry number.

Enter the selection start operation number.

Enter the selection end operation number.

Enter the selection start product number. The product ranges limit the report to these products only.

Enter the ending product number for the selection. Product ranges are used to restrict the report to these products only.

Enter the BOM name for the selection start.

Enter the BOM name for the selection end.

Enter the selection start BOM code.

Enter the BOM code selection end.

Material

The presence of this box is subject to the activity code WRH.
Movement warehouse, suggested by default for all the document lines.
It must be entered if it is defined as mandatory at the level of the entry transaction.
It is loaded in priority with the warehouse defined for the user. If it fails to be set up at user lever, it is initialized with the warehouse defined, by default, at site level for this type of movement.

Date utilisée à la comptabilisation du mouvement. Elle est initialisée avec la date du jour et peut être changée pour une date antérieure, si la date sélectionnée se situe dans une période ouverte du calendrier comptable.

Vous ne pouvez pas saisir une date supérieure à la date du jour.

The consumption type can take the following values:

• WO: Consumption deals with a material related to a WO,
• Product: Consumption deals with a material related to a BOM.

This field displays the work order number (unique ID).
This number is automatically or manually generated upon each creation.
Click the Selection icon to open the list of work orders (which only includes 'Firm' or 'Closed' work orders) and select a work order.

This field contains the BOM (Bill of Materials) code for the product.

Several BOMs can be defined for a single product reference.
They can be distinguished via the code, entered on two numbers.

The various BOM codes can be used to manage different product structures according to their use context such as:

• MRP calculation,
• sales order entry,
• manufacturing/production.

This field can be left empty (value = 0) to enable manual entry of the components. In this case, only the component is loaded.

Material

This field displays the sequence number of this operation.

The operations in a routing used for manufacturing a product are assigned operation numbers. Each operation number corresponds to a task carried out on a given resource, with given times.

This field indicates the consumed quantity.

If material tracking follows an operation tracking or production reporting, the quantity to be tracked is automatically indicated and cannot be modified.

This field is initialized for an initial tracking with the quantity planned in the work order.
This is only accessible if the filter submits the non-closed operations.
The modification of this quantity leads to a recalculation of the actual quantities proposed for the materials to be tracked.

The lines in red characters indicate that:

• the tracking quantities have a value equal to zero,
• the stock could not be determined, no matter whether the tracking quantity is equal to zero or not.

Use this field to specify whether the line must be closed or not ('Yes'/'No').

The presence of this field is subject to the WRH activity code.
It defaults to the value of the warehouse specified in the header.

• This field can be modified if it is defined as available for entry at the level of the entry transaction.
  When this field is entered, it is used as a filter for stock detail line selection and cannot be modified.
  When this field is not entered, the warehouse defined by default for this type of movement in the product-site record is used as the selection filter.
• It cannot be modified when the entry transaction is set up as single-warehouse managed. The header warehouse is then mandatory and the warehouse cannot be entered either on the document lines or on the stock detail lines.
  To manage multiple warehouses on the lines, the entry must be set up at the entry transaction level. The selection of a single product line distributed over multiple warehouses is available by clicking Enter detailed quantities from the Actions icon.
  If a single product line is distributed over multiple warehouses, the corresponding fields display the '$' character.

The warehouse entered on the line has priority over the warehouse entered in the header.

This field indicates the lot linked to the stock movement.

Sub-lot concerned by the stock transaction.

This field indicates the product status (A, Q, R).

When the status changes from A to Q, the stock keeps the same location (no stock movement to be controlled).

The storage location is automatically loaded depending on the location type if it is specified, otherwise the default location defined in the product-site record will be used.
This value can be modified later.

Enter the initial serial number, selection start range.

Enter the end serial number of the selection.

Enter a free description that will be registered in all the stock transactions associated with the delivery line.
This description is also accessible from the stock issue detail window. If it has been modified by this function, it will be automatically recovered and registered on the shipment line in this field.

This field indicates which version of this component (material) applies. Major versions might be used where there have been increased or significant changes to the original or previous version, that is the "form, fit or function" has changed.

This field is not populated if the component code defined in the Component or Material field is not version managed.

This field indicates which minor version of this component (material) applies. Minor versions might be used where there have been minor features or changes in functionality, or significant fixes applied to a specific major version.

This field is not populated if the component code defined in the Component or Material field is not version managed.

The setup determines if the analytical dimensions can be modified. They are initialized based on the setup of the default dimension.

In creation mode, if no order line has been entered and the project code is modified, the analytical dimensions are reset based on the setup of default dimensions.

In creation mode, as in modification mode, if an order line is entered and the project code is modified, the analytical dimensions are not reset.