Production Planning Materials Tutorials

💡These tutorials explain how to edit and batch update production materials, create and open resolve transactions, and view linked items and Work Orders.

How to Edit Individual Material Entries#

1. Navigate to Work Orders.
2. Click Menu (button) > Materials.
3. Set the filters as needed.
4. Click View (button).
5. Click Edit (button).
6. Click a field in a column with a blue caption.
7. Select another value from the field’s dropdown list, calendar or time chooser.
8. Click Save (button).

How to Edit Multiple Entries (Batch Updates)#

1. Navigate to Work Orders.
2. Click Menu (button) > Materials.
3. Set the Date and Status filters as needed.
4. Click View (button).
5. Click Actions (button) > Batch Update.
6. Check the box of each entry you want to change.
7. Select one of these options next to Update:
   • Location = Select a location from the adjacent dropdown list.
   • Required = Select a date from the adjacent calendar (sets the date on which the materials are required).
   • Resolve = Select a resolve option from the adjacent dropdown list.
     • Note: The dropdown list contains all the resolve options selected for the Transaction Type.
   • Status = Select a status from the adjacent dropdown list.
   • Supplier = Select a supplier from the adjacent dropdown list.
8. Click Update (button).
9. Confirm the change.

How to Create a Resolve Transaction#

1. Navigate to Work Orders.
2. Click Menu (button) > Materials.
3. Set the filters as needed.
4. Click View (button).
5. Click the entry or entries you want to create a transaction for. (Use Ctrl + left-click to multi-select.)
   • Note: If the Supplier field is blank, or the items are purchased from different suppliers, the purchase order is not created.
6. Click Actions (button) > Copy to Purchase Orders: Materials.
   • Note: The option might have a different name (it is the caption entered for the Copy Rule). If the purchase order is created, its number and date appear in the Resolve column. Whether the purchase order opens depends on the Copy Rules. An entry linked to an item gets the item’s description and code, in the transaction’s language. A custom entry keeps the estimate description.

How to Open the Resolve Transaction#

1. Navigate to Work Orders.
2. Click Menu (button) > Materials.
3. Set the filters as needed.
4. Click View (button).
5. Right-click an entry that has a transaction number and date under the Resolve column and select Open Resolve Transaction.
   • Note: If the Resolve column has no data, no resolve transaction exists yet.

How to View a Linked Item#

1. Navigate to Work Orders.
2. Click Menu (button) > Materials.
3. Set the filters as needed.
4. Click View (button).
5. Right-click an entry and select Open Linked Item.
   • Note: The item opens in a modal form (a popup), where you can edit it. The modal form does not have the general item functions, such as creating items.

How to View an Item Summary#

1. Navigate to Work Orders.
2. Click Menu (button) > Materials.
3. Right-click an entry and select View Item Summary.
   • Note: If the entry is an item (not a custom entry), the summary appears on the right.

How to View the Work Order Transaction#

1. Navigate to Work Orders.
2. Click Menu (button) > Materials.
3. Set the filters as needed.
4. Click View (button).
5. Right-click an entry and select Open Transaction.
   • Note: The Work Order opens. Use the arrow next to Edit Work Orders to return to the Materials production view.