Production Planning - Materials Tutorial 

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 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

1. Navigate to Materials.

2. Select a Date Option next to Set.

3. Click the Radio Button next to Due Date.

4. Click View (button).

How to View Materials by Required Dates

1. Navigate to Materials.

2. Select a Date Option next to Set.

3. Click the Radio Button next to Req Date.

4. Click View (button).

How to View Material Statuses by Date

1. Navigate to Materials.

2. Select a Date Option next to Set.

3. Click the block next to Show and select All, Outstanding, or Complete.

4. Click View (button).

How to View Linked Transactions

1. Display a list of materials.

2. Right-click an entry and select Open Transaction from the context menu. The source transaction (e.g. Work Order) will be opened.

3. You can also right-click an entry and select Open Linked Transactions to display a list of transactions on the right of the screen.

Related Topics

• Reference: Dashboard

• Reference: Jobs

• Reference: Tasks

• Reference: Materials

• Reference: Outwork

• Reference: Board

• Reference: Gantt

• Reference: Timekeeping

• Reference: Planning Stages

• Reference: Production Planning and Tracker Settings

• Reference: Kanban Board

• Tutorial: Dashboard

• Tutorial: Jobs

• Tutorial: Tasks

• Tutorial: Outwork

• Tutorial: Board

• Tutorial: Gantt

• Tutorial: Timekeeping

• Tutorial: Edit Stages

• Setup Tutorial: Production and Tracking