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 (other than No Date).

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 (other than No Date).

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 (other than No Date).

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) is opened.

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

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.

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