Material consumption

Material consumption updates the progress of a work order in Sage X3. You use this transaction to record which components were issued from stock and consumed for a work order. Details you enter include the inspection and quality assurance ratings of the issued components, the storage locations in the warehouse or workshop the items were issued from, and the lot identification numbers or batch codes of the issued items.

Prerequisites

All fields in the Material consumption pages are determined by the selected entry transaction, parameter values in Sage X3, and parameters in Sage X3 functions.

Functional prerequisites

You need to set up sequence numbers and the Material tracking plan entry transaction (GESMML) in Sage X3.

Sequence numbers

Open: Setup > General parameters > Sequence number definition > Assignment

Sequence numbers used by Material consumption are in the Manufacturing module.

• Check that the sequence number MFT is assigned to the Production tracking document type.

Material tracking plan entry transaction

Open: Setup > Manufacturing > Entry transactions > Material tracking plan

You can filter the list of components issued for building or maintaining the released product for a work order by setting the Stock withdrawal mode in the Filters/sort tab for the Material tracking plan entry transaction (GESMML). Select:

• Immediate to only display on the initial page those components that need to be issued and tracked immediately.
• Backflush to only display on the initial page those components that are backflushed automatically.
• All if you want to be able to select all components issued for building or maintaining the released product for the work order.

Web service prerequisites

1. Open: Administration > Web services > Classic SOAP pools configuration

   Stop the web service pool.

2. Open: Setup > Usage > Imports / exports > Import/export templates

   Validate the CWSMKM—CWS Material tracking import template.

3. Open: Setup > Manufacturing > Entry transactions > Material tracking plan

   1. Check the Material tracking plan entry transaction (GESMML) is Active and has an Access code assigned.
   2. Check the Unplanned materials checkbox is selected if you need to consume unplanned components for a work order.
   3. Check the Stock withdrawal mode is set to filter the list of components to be tracked for a work order. See Material tracking plan entry transaction.
   4. Validate the Material tracking plan entry transaction.

4. Open: Development > Script dictionary > Scripts > Web services

   Publish the AOWSIMPORT web service using the Web services function (GESAWE).

5. Open: Administration > Web services > Classic SOAP pools configuration

   Start the web service pool.

How to track materials consumed for a work order

Open: Manufacturing > Material consumption

To track materials consumed for a work order, you need to enter information on 2 pages:

1. You use the initial page to set the Tracking date, select the entry Transaction to use, identify the Work order number and the finished Product, and select the Component issued from stock and consumed for the work order.
2. The Material consumption details page is the second page. You use this page to enter issued quantities, tracking, the storage details for the issued components, and to confirm if no more components will be issued.

Operating mode

1. In the initial page, check the Tracking date and Site are correct.

   The default Tracking date is the current date. You can select a different date.

   The default Site is defined for the user.

   You can change the date until you tap to Create the material consumption record.
   

2. Select the entry Transaction to use. This field is not displayed if there is only one entry transaction assigned to your user profile.
3. Scan, select, or enter the Work order number.
4. Select the Unplanned materials checkbox if you need to consume unplanned components for the work order.
5. Scan, select, or enter the Product code if there is more than one released product on the work order. This field is not displayed if there is only one released product on the work order.
6. Scan, select, or enter the Component code issued for building or maintaining the released Product.
7. Enter the Material consumption details.

8. You can now:

   • Track another material issue for the same released product for the same work order.

     Tap Add quantity.

     Repeat step 7 until you have specified each quantity that has been issued with the appropriate inspection and quality assurance status from a specific lot or storage location.

   • Track another material issue for a different component for the same released product for the same work order.

     Tap Next. The initial page displays automatically. The saved and tracked components and quantities are listed.

     Repeat steps 6 and 7.

   • Track another material issue for a different released product for the same work order.

     Tap Next. The initial page displays automatically. The saved and tracked components and quantities are listed.

     Repeat steps 5 to 7.

At this stage, the material consumption details are saved in the UI only. They are not yet saved in the database.

Tap Create to issue the components and update the work order in Sage X3.

Step by step: Initial tracking

To track a material issue for a work order:

1. In the initial page, leave the Tracking date or select an earlier date.
2. Select the entry Transaction to use. This field is not displayed if there is only one entry transaction assigned to your user profile.

3. Scan, select, or enter the Work order number.

   1. You can start typing to see a list of work order numbers.
   2. In the Work order selection page, to further filter the results, tap the Open filter icon.
   3. Switch ON the filters you want to use and enter the values. You can filter for results by all or part of the work order number, the released routing, and within a range of production start and end dates.
   4. Tap Apply.

   Tap the Work order number from the filtered results.

4. Select the Unplanned materials checkbox if you need to consume unplanned components for the work order.

5. Scan, select, or enter the Product code if there is more than one released product on the work order. The Product is selected for you if there is only one released product on the work order.

   1. You can search or start typing to see a list of released products.
   2. In the Product selection page, to further filter the results, tap the Open filter icon.
   3. Switch ON the filters you want to use and enter the values.
   4. Tap Apply.

   Tap the released Product from the filtered results.

6. Scan, select, or enter the Component code issued for building or maintaining the released Product.

   All components at the site are available for selection if the Unplanned materials checkbox is selected.​
   1. You can search or start typing to see a list of components.
   2. In the Component selection page, to further filter the results, tap the Open filter icon.
   3. Switch ON the filters you want to use and enter the values.
   4. Tap Apply.

   Tap the Component from the filtered results.

   The Material consumption details page displays.

Step by step: Material consumption details page

1. In the Material consumption details page, leave the issued Quantity or enter the actual quantity of the component issued for the product.

   You can issue more or fewer than the expected quantity.

   The Quantity needs to be 1 if the issued component is serial-numbered.

   To split the issued components, edit the Quantity. You should do this if the components have been issued from different lots, batches or containers, in different bins in the warehouse or workshop, or because some of the issued components have different inspection and quality assurance ratings.

2. Scan, select, or enter the inspection and quality assurance Status rating of the components issued from the specific Lot or storage Location.
3. Scan, select, or enter the Location or bin in the warehouse or workshop the component was issued from, if applicable.

4. Scan, select, or enter the Lot identification number or batch code the component was issued from, if applicable, and enter or select the Sublot.

   You can filter for the Lot and Sublot. Only lots and sublots with quantities available for selection are included.

5. Enter or select the Serial number of the released product, if applicable.

   You can filter for the Serial number.

6. Scan, select, or enter the License plate number attached to the container the component was issued from, if applicable.

   Only license plate numbers available for selection are included.

7. Leave Close as Yes if production of the product for the work order is complete and has ceased and no more components will be issued for it.

   If you expect production to continue, select No.

8. You can now:

   • Track another material issue for the same released product for the same work order.

     Tap Add quantity. Repeat steps 1 to 7 until you have specified each quantity that has been issued with the appropriate inspection and quality assurance status from a specific lot or storage location.

     Tap Add quantity if you have issued multiple components with serial numbers for the product.

   • Track another material issue for a different component for the same released product for the same work order.

     Tap Next.

   • Track another material issue for a different released product for the same work order.

     Tap Next.

   • Update the work order in Sage X3 if you have finished and tracked all the material issues for the work order.

     Tap Next.

Step by step: Issue a different component for the same product

To issue a different component for the same product for the same work order:

1. In the initial page, scan, select, or enter the Component code.

   All components at the site are available for selection if the Unplanned materials checkbox is selected.​

2. In the Material consumption details page, leave the issued Quantity or enter the actual quantity of the component issued for the product.

   You can issue more or fewer than the expected quantity.

   The Quantity needs to be 1 if the issued component is serial-numbered.

   To split the issued components, edit the Quantity. You should do this if the components have been issued from different lots, batches or containers, in different bins in the warehouse or workshop, or because some of the issued components have different inspection and quality assurance ratings.

3. Scan, select, or enter the inspection and quality assurance Status rating of the components issued from the specific Lot or storage Location.
4. Scan, select, or enter the Location or bin in the warehouse or workshop the component was issued from, if applicable.

5. Scan, select, or enter the Lot identification number or batch code the component was issued from, if applicable, and enter or select the Sublot.

   You can filter for the Lot and Sublot. Only lots and sublots with quantities available for selection are included.

6. Enter or select the Serial number of the released product, if applicable.

   You can filter for the Serial number.

7. Scan, select, or enter the License plate number attached to the container the component was issued from, if applicable.

   Only license plate numbers available for selection are included.

8. Leave Close as Yes if production of the product for the work order is complete and has ceased and no more components will be issued for it.

   If you expect production to continue, select No.

9. You can now:

   • Track another material issue for the same released product for the same work order.

     Tap Add quantity.

     Tap Add quantity if you have issued multiple components with serial numbers for the product.

   • Track another material issue for a different component for the same released product for the same work order.

     Tap Next. Return to step 1.

   • Track another material issue for a different released product for the same work order.

     Tap Next.

   • Update the work order in Sage X3 if you have finished and tracked all the material issues for the work order.

     Tap Next.

Step by step: Issue a component for a different product for the same work order

To issue a component for a different product for the same work order:

1. In the initial page, scan, select, or enter the Product code.

2. Scan, select, or enter the Component code.

   All components at the site are available for selection if the Unplanned materials checkbox is selected.​

3. In the Material consumption details page, leave the issued Quantity or enter the actual quantity of the component issued for the product.

   You can issue more or fewer than the expected quantity.

   The Quantity needs to be 1 if the issued component is serial-numbered.

   To split the issued components, edit the Quantity. You should do this if the components have been issued from different lots, batches or containers, in different bins in the warehouse or workshop, or because some of the issued components have different inspection and quality assurance ratings.

4. Scan, select, or enter the inspection and quality assurance Status rating of the components issued from the specific Lot or storage Location.
5. Scan, select, or enter the Location or bin in the warehouse or workshop the component was issued from, if applicable.

6. Scan, select, or enter the Lot identification number or batch code the component was issued from, if applicable, and enter or select the Sublot.

   You can filter for the Lot and Sublot. Only lots and sublots with quantities available for selection are included.

7. Enter or select the Serial number of the released product, if applicable.

   You can filter for the Serial number.

8. Scan, select, or enter the License plate number attached to the container the component was issued from, if applicable.

   Only license plate numbers available for selection are included.

9. Leave Close as Yes if production of the product for the work order is complete and has ceased and no more components will be issued for it.

   If you expect production to continue, select No.

10. You can now:

    • Track another material issue for the same released product for the same work order.

      Tap Add quantity.

      Tap Add quantity if you have issued multiple components with serial numbers for the product.

    • Track another material issue for a different component for the same released product for the same work order.

      Tap Next.

    • Track another material issue for a different released product for the same work order.

      Tap Next. Return to step 1.

    • Update the work order in Sage X3 if you have finished and tracked all the material issues for the work order.

      Tap Next.

Update work orders in Sage X3

You can only update the work order in Sage X3 with issued quantities when:

1. The Material consumption details page is complete.
2. You have tapped Next.
3. The initial page is displayed.

To consume the components and update the work order in Sage X3, Create the material tracking.

Limitations

If a component is serial-numbered, you can only track quantities for 1 issued component. If multiple components have been issued for a product you need to tap the Add quantity action after you have entered the component tracking details. You can then enter details for the next serial number.

Material consumption field descriptions

This section lists fields and their descriptions organized by page. For each page, fields are listed in alphabetical order.

Your access to the fields on this page is determined by user permissions granted by your administrator, the selected entry transaction, and your system setup.

Main page

Field	Description
Component	The item code to be issued from stock for the product on the work order. The item is defined as component on a bill of material.
Product	The released item name. This field is not displayed if the work order has only one released item. The item is defined as a bill of materials.
Site	The production site code. This field is populated with the site defined for the Mobile Automation user. You cannot change it.
Tracking date	The current date is the default date. You can select an earlier date than today but not a later date. The date is used as the posting date for all for all stock transactions linked to the tracking.
Transaction	This Mobile Automation transaction is customized to the needs of your organization and your processes. The transaction you select determines the way in which you enter information, and how information is displayed and printed. If only one transaction has been set up you are not offered a choice, the default entry page is displayed.
Unplanned materials	Select if you need to consume unplanned components for the work order.
Work order	The work order reference. You can only select work orders at Firm status.

Material consumption details page

Field	Description
Close	Set to Yes if production of the product for the work order is complete and has ceased and no more components will be issued for it. If you expect production to continue, set to No.
License plate number	The license plate number (LPN) attached to the container the component was issued from. This field only displays if Container management is active in the Products-sites function (GESITF). If a location is assigned to the selected LPN, it displays in the Location field automatically.
Location	The specific storage space in the warehouse or workshop for the full or the split Quantity of the issued component. This field only displays if Location management is active in the Products-sites function (GESITF). The list displays active locations assigned to your site. The location displays automatically if: You select a license plate number (LPN) and a location is assigned to the selected LPN. You select a serial number with the management mode Received/Issued.
Lot	The identification number or batch code given to the full or the split Quantity of the issued component. The default lot is the lot number linked to the work order when the work order was created. Lot management is only possible if the product is managed by lot.
Quantity	The quantity of the Component issued from stock for the work order. The quantity of the Component still outstanding for the work order is the default quantity. You can issue more or fewer than the outstanding quantity. If additional stock is required to finish a work order you can over-issue the component. Equally, if production requires less than the standard number of components, you can issue fewer or partially issue the component. The quantity is expressed in the stock unit defined for the product-site.
Serial number	The serial number of the issued component. This field displays only if the serial number management mode of the component is Received/issued or Global received/issued. If the management mode is Received/issued, the Location displays automatically.
Status	The inspection and quality assurance rating of the full or the split Quantity of the component issued from the specific Lot or storage Location.
Sublot	The subdivision of the Lot. A sublot is for the same component as the lot but might be in a different location, have a different status, and a different quantity to the lot. Sublot management is only possible if the product is managed by lot and sublot.
Unit	The release unit of measure (volume or mass) for the product.