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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
SequenceNameLabelInputTypeField Group
10vvOrgCodeOrg CodedefferedSelectENTITY
10vvPrjProjectHeaderIdPrj Project Header IddefferedSelectREFERENCE
20vvPrjProjectTaskIdPrj Project Task IddefferedSelectREFERENCE
30vvProjectNameProject NamedefferedSelectDEFAULT
40vvProjectNumberProject NumberdefferedSelectDATA
50vvTaskOwnerTask OwnerdefferedSelectDEFAULT
60vvTaskLevelTask LeveldefferedSelectDEFAULT
70vvTaskNumberTask NumberdefferedSelectDATA
80vvTaskNameTask NamedefferedSelectDEFAULT
90vvActivitySequenceActivity SequenceInputType.textDEFAULT
100vvInvOrgIdInv Org IddefferedSelectREFERENCE
110vvActivityDescriptionActivity DescriptionInputType.textDEFAULT
120vvComponentItemNumberComponent Item NumberdefferedSelectDEFAULT
130vvUomCodeUom CodedefferedSelectDEFAULT
140vvComponentItemDescriptionComponent Item DescriptiondefferedSelectDEFAULT
150prjProjectActivityMatIdPrj Project Activity Mat IdInputType.textREFERENCE
160srcEntityNameSrc Entity NamedefferedSelectDEFAULT
170srcEntityIdSrc Entity IdInputType.textREFERENCE
180prjProjectActivityIdPrj Project Activity IdInputType.textREFERENCE
190itemSequenceItem SequenceInputType.numberDEFAULT
200componentItemIdMComponent Item Id MdefferedSelectREFERENCE
210componentRevisionComponent RevisionInputType.textFieldDEFAULT
220usageBasisUsage BasisInputType.textFieldDEFAULT
230usageQuantityUsage QuantityInputType.textFieldDATA
240autoRequestMaterialCbAuto Request Material CbInputType.switchFieldDEFAULT
250planningPercentagePlanning PercentageInputType.textFieldPLANNING
270wipSupplyTypeWip Supply TypeInputType.selectCONTROL
280supplySubInventorySupply Sub InventorydefferedSelectPLANNING
290supplyLocatorIdSupply Locator IddefferedSelectPLANNING
300requiredQuantityRequired QuantityInputType.numberDATA
310issuedQuantityIssued QuantityInputType.numberDATA
5320createdByCreated ByInputType.textREFERENCE
5330creationDateCreation DateInputType.textREFERENCE
5340lastUpdatedByLast Updated ByInputType.textREFERENCE
5350lastUpdateDateLast Update DateInputType.textREFERENCE

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.