Production Planning Materials

Prints, previews or emails the output if Output Templates are set up for the module.

Export: Exports the list in .xlsx, .htm or .csv format.

Lets you change several records at once (select them with Ctrl + left-click). The options are:

• Batch Update: Changes all the selected records when you click Update (button). The options are:
  • Location: Sets the location to the one selected from the dropdown list.
  • Required: Sets the required date (for the materials) to the one selected on the calendar.
  • Resolve: Sets the resolve option to the one selected from the dropdown list. The options are Purchase or Reserve. If Purchase is set, any inventory location is cleared.
  • Status: Sets the status of the item to the one selected from the dropdown list.
  • Supplier: Sets the supplier to the one selected from the dropdown list.
• Copy to Purchase Orders: Materials: Creates a Purchase Order.
  • The option might have a different name: it is the copy command created under Copy Rules.
  • You can select several records.
  • If the items belong to different suppliers, or no supplier is filled in, an error appears.
  • Whether the purchase order opens depends on the Copy Rules setting.
• Copy to Goods Issued: Creates a Goods Issued transaction.
  • The option might have a different name: it is the copy command created under Copy Rules.
  • You can select several records.

Settings

• Edit User Access
• Edit Transaction Type

Views – Transaction

• Transactions
• Items

Views – Production

• Jobs
• Materials
• Tasks
• Outwork

Layout

The required date. If the date is before today, it appears in red.

• Required dates are typically used to indicate the date by which the customer requires the goods.
• The caption may differ: it is set on the Transaction Type.

The due date.

• This date appears in red if it is later than the required date.
• Due dates are typically used to indicate when the goods must be ready.
• The caption may differ: it is set on the Transaction Type.

The status of the material.

• The Materials % complete on the Jobs view is calculated from this status.
• Statuses are created here: Edit Transaction Type (e.g. Work Order) > Menu (button) > Edit Statuses (Production Materials).

Read-only.

The description of the linked item. Custom routing without an item (TSK (CNSTR), TSK (C) and OWK (C)) shows the routing description.

The material item’s Resolve.

These options are specific to the production module and are not the resolve options selected for the Transaction Type.

If the material is in stock, the resolve is automatically set to Reserve. If it is not in stock, it is set to Purchase.

The location for the material item.

• A dropdown list of locations is available if the item has Fixed or All Locations selected next to Inventory (Item Header).
• If the item is not a material item, or N/A was selected next to Inventory, you cannot select a location.
• If the Transaction Type has a default location (setting Inventory > Default – Inventory Location (Production Materials)), it is filled in automatically.
• If the material item has only one fixed location, that location is selected and you cannot select another. This location overrides the Transaction Type’s default location.

The code, number and date of the resolve transaction.

The cell is colour-coded to match the status of the purchase order.

For example, if the resolve is Purchase and you click Actions (button) > Copy to Purchase Order, this field shows PO (for Purchase Order), the number of the purchase order and the date on which it was created. This purchase order is the resolve transaction.

A menu that also opens when you right-click the entry. The options are:

• Open Transaction: Opens the related Work Order.
• Open Resolve Transaction: Opens the resolve transaction, if there is one (see Resolved).
• Open Linked Item: Opens the linked item.
• View Item Summary: Shows the item summary on the right.
• Copy to Purchase Orders: Materials: Creates a purchase order to purchase materials that have the resolve Purchase.