Production Planning - Materials Tutorial

Overview

Production Planning assists organisations in managing all their production tasks.  The Materials interface displays the status of all the materials that are needed for the upcoming jobs.

These tutorials explain how to view and edit Materials. 

Navigation Example: Main Menu > Production > Production Planning > Menu (button) > Materials

Table of Contents

How to Display a List of Materials

  1. Navigate to Production Planning > Menu (button) > Materials.
  2. Adjust the filters as required.
  3. Click View (button).

How to Change Materials' Statuses

  1. Display a list of materials.
  2. Select the entries you want to change. Use Ctrl + Left click to select multiple entries.
  3. Click Actions (button) > Batch Update.
  4. Select Status (Item) next to Update.
  5. Select a Status on the dropdown list.
  6. Click Update (button).
  7. Confirm the change on the popup.

How to View Materials by Due Dates

ℹ️ If nothing is displayed, no jobs in production have due dates within the selected date range.

Due dates are typically used to indicate when production must be finished.

  1. Navigate to Materials.
  2. Select a Date Option next to Set (other than No Date).
  3. Click the Radio Button next to Due Date.
  4. Click View (button).

How to View Materials by Required Dates

ℹ️ If nothing is displayed, no jobs in production have required dates within the selected date range.

Required dates are typically used to indicate the date on which the customer wants the goods.

  1. Navigate to Materials.
  2. Select a Date Option next to Set (other than No Date).
  3. Click the Radio Button next to Req Date.
  4. Click View (button).

How to View Material Item Statuses by Date

  1. Navigate to Materials.
  2. Select a Date Option next to Set (other than No Date).
  3. Click the block next to Show and select an option from the dropdown list to filter the records by item status. The options are:
    • All
    • Outstanding
    • Complete
    • Reserve (n/a - filters on the resolve field)
    • Purchase (n/a - filters on the resolve field)
  4. Click View (button).

How to Create Multiple Goods Issued Transactions

ℹ️ If the option is not displayed when you click Actions (button), add a transaction type to the Transaction Setting: Production Planning > Transaction Used for Goods Issues.

  1. Navigate to Planning - Materials.
  2. Select Reserve from the dropdown list next to Show (filter).
  3. Click View (button).
  4. Select all the applicable entries.
  5. Click Actions (button) > Goods Issued.
  6. Confirm that you want to create Goods-Issued transactions.
  7. If a transaction was successfully created for an entry, its number is filled in in the Last GI column.
  8. The created transactions can be seen by right clicking an entry and selecting Open Last GI from the context menu.

How to Create Multiple Purchase Orders

ℹ️ If the option is not there, add a transaction type to the Transaction Setting: Production Planning > Transaction Used for Purchases.

  1. Navigate to Planning - Materials.
  2. Select Purchase from the dropdown list next to Show (filter).
  3. Click View (button).
  4. Select all the applicable entries.
  5. Click Actions (button) > Purchase Orders.
  6. Confirm that you want to create the Purchase Orders.
  7. If a transaction was successfully created for an entry, its number is filled in in the Last PO column.
  8. The created transactions can be seen by right clicking an entry and selecting Open Last PO from the context menu.

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