Material

caution

This documentation is incomplete.

Material management in the project module provides tools to manage the requirement and usage of materials for a project. Materials/Components/Items are assigned to activities. However, the system shows various views on the total material requirement at project and task levels.

You can divide the overall process flow of Material Management into three segments

• Demand: Adding material to an activity creates a demand for the planning engine
• Supply: The planning engine suggests a supply to fulfill the project demand
• Transaction: The application provides four different types of transactions to manage the supply and demand
  1. Project Issue - Issue material to a project from an inventory stock/onhand
  2. Project Return - Receive material from a project to an inventory stock/onhand
  3. Project Shipment - Ship a material from the project to a customer
  4. Project Shipment Return - Receive material from a customer against a project

You can view the material details in several formats:

1. In a list format
2. In a table format
3. In a simple step format with all the mandatory fields in a single step

List View

To create/view/update any project material, navigate to the "project material" screen from your dashboard/favorite. Navigate to the materials tab on the project screen to view/add/update activities associated with a project's material. You can also add activities to a project from the material screen.

Click on any button to view the material in the corresponding format.

In the project material tab, click on the add new entity to add a new line. If a line exists, click on copy entity to copy all the details. Enter the material details or other criteria in the search form and click on the search button to view an existing material.

You can enable/disable fields allowed to be copied in the menu configuration.

If you click on the create a new button, the system will open a simple step form to create a new material. You can click on the detail right bottom to view all the fields available for the object.

To view the search result in a table format, click on the table icon in the bottom left corner.

You can also click the expand icon against any label to view all the fields of that label.

Material Sequence: Enter a numeric value for the material sequence. The material sequence is a mandatory field.

Component Item Number: Select a component item number from the list of component items. A component item is a select field, i.e., you can enter three letters of the component item number to search for the component item. You can also click the search popup icon to search and select the component item.

UOM & Item Description: System defaults the UOM and description fields from the item master.

Required Quantity Required quantity for the activity.

Org Code The value defaults from the activity.

Scroll left, right, up, and down to view all the details. The document line and details are shown in a separate tab. The default configuration shows fields in various functional groups, such as

• Finance
• Entity
• Reference
• Data
• Control
• Etc

You can configure the application to show which fields should be shown under which group. You can also create new groups as per your business requirements.

Need by date: You can use the date fields to specify the requirement date/need by date of the material to start the activity.

All Fields

Sequence	Name	Label	InputType	Field Group
10	vvOrgCode	Org Code	defferedSelect	ENTITY
10	vvPrjProjectHeaderId	Prj Project Header Id	defferedSelect	REFERENCE
20	vvPrjProjectTaskId	Prj Project Task Id	defferedSelect	REFERENCE
30	vvProjectName	Project Name	defferedSelect	DEFAULT
40	vvProjectNumber	Project Number	defferedSelect	DATA
50	vvTaskOwner	Task Owner	defferedSelect	DEFAULT
60	vvTaskLevel	Task Level	defferedSelect	DEFAULT
70	vvTaskNumber	Task Number	defferedSelect	DATA
80	vvTaskName	Task Name	defferedSelect	DEFAULT
90	vvActivitySequence	Activity Sequence	InputType.text	DEFAULT
100	vvInvOrgId	Inv Org Id	defferedSelect	REFERENCE
110	vvActivityDescription	Activity Description	InputType.text	DEFAULT
120	vvComponentItemNumber	Component Item Number	defferedSelect	DEFAULT
130	vvUomCode	Uom Code	defferedSelect	DEFAULT
140	vvComponentItemDescription	Component Item Description	defferedSelect	DEFAULT
150	prjProjectActivityMatId	Prj Project Activity Mat Id	InputType.text	REFERENCE
160	srcEntityName	Src Entity Name	defferedSelect	DEFAULT
170	srcEntityId	Src Entity Id	InputType.text	REFERENCE
180	prjProjectActivityId	Prj Project Activity Id	InputType.text	REFERENCE
190	itemSequence	Item Sequence	InputType.number	DEFAULT
200	componentItemIdM	Component Item Id M	defferedSelect	REFERENCE
210	componentRevision	Component Revision	InputType.textField	DEFAULT
220	usageBasis	Usage Basis	InputType.textField	DEFAULT
230	usageQuantity	Usage Quantity	InputType.textField	DATA
240	autoRequestMaterialCb	Auto Request Material Cb	InputType.switchField	DEFAULT
250	planningPercentage	Planning Percentage	InputType.textField	PLANNING
260	yield	Yield	InputType.textField	DEFAULT
270	wipSupplyType	Wip Supply Type	InputType.select	CONTROL
280	supplySubInventory	Supply Sub Inventory	defferedSelect	PLANNING
290	supplyLocatorId	Supply Locator Id	defferedSelect	PLANNING
300	requiredQuantity	Required Quantity	InputType.number	DATA
310	issuedQuantity	Issued Quantity	InputType.number	DATA
5320	createdBy	Created By	InputType.text	REFERENCE
5330	creationDate	Creation Date	InputType.text	REFERENCE
5340	lastUpdatedBy	Last Updated By	InputType.text	REFERENCE
5350	lastUpdateDate	Last Update Date	InputType.text	REFERENCE

Simple Step View

The simple step form shows all the mandatory fields required to add a material/component to activities in step form. By default, the application shows only two mandatory fields:

• Material Sequence
• Org Code

A simple step form is a simple way to create material as the user goes through the steps and needs to focus only on one field at a time. The application will show the next field when the user clicks the Next button. However, as per your business requirements, you can make any other field mandatory.

Tabular View

The tabular view shows all the activities in a table. The default configuration of the table shows all the fields. However, you can configure the table only to show the fields you want.