Materials View

Buttons Explained

• View: Generates a list of jobs based on the selected filters.

• Actions: Performs the action on all the selected records. The options are:

  • Batch Update: Allows users to perform an action on all the selected records once the information is supplied and Update (button) clicked.

    • Status (Item): Changes the item's Status to the one selected on the dropdown list.

  • Purchase Orders: 

    • Displays the name of the linked purchase order.

    • Creates purchase orders for all the selected items for their outstanding quantities (which can be edited on the purchase order). 

    • Only displayed if:

      • Purchase is selected as the filter next to Show.

      • A Purchase Order is selected for the Transaction Setting: Production Planning > Transaction Used for Purchases.

  • Goods Issued:

    • Displays the name of the linked Goods Issued transaction.

    • Creates goods-issued transactions for all the selected items for their outstanding quantities (which can be edited on the goods issued).

    • Only displayed if: 

      • Reserve is selected as the filter next to Show.

      • A Goods Issued is selected for the Transaction Setting: Production Planning > Transaction Used for Goods Issues.

• Menu:

  • Reset Data Filters: Resets the connected filters.

  • Views: Switches to the different views:

    • Dashboard: A visual representation of all the Stages.

    • Jobs: A list of all the Jobs in the queue.

    • Tasks: This view displays all the Tasks in Planning in a grid view. 

    • Materials: A list of all the Materials needed and their Availability.

    • Outwork: A list of all the outsourced jobs and their Statuses.

    • Board: This view is an ordered list of the production Stages - each Stage containing an ordered list of Tasks or Groups (Task Packages).

    • Gantt: A detailed list of every Stage or Job, listing all the tasks and times accompanied by a visual representation. 

    • Timekeeping: A list of all the Timekeeping Records.

  • Settings

    • Edit Stages: Creates the stages that are displayed on the graph.

  • Export

    • Email Excel

    • Export Grid

  • Layout & Grid

    • Save

    • Save (All Users)

    • Restore Default (All Users)

Filters Explained

• Set: Allows users to select a date option (e.g. Today, This week, or to select No Date to view all the records).

• Arrows: Adjusts the dates based on the selection under Set.

• Date ... to: Allows users to further refine the date selection.

• Radio Buttons

  • Due Date: Works with the date fields. Records will be filtered to display those due internally on the selected date.

  • Req Date: Works with the date fields. Records will be filtered to display those required by the customers on the selected date.

• Show: A dropdown list allowing users to filter the records to those that are Outstanding or Complete.

Fields Explained

• Field Chooser (*): Allows users to add or remove columns.

• VATITEMID: The system-generated number for the VAT on the item.

• Status (Trans): The transaction's Status.

• Trans: An abbreviation of the Transaction Type.

• Trans No. The system-generated number allocated to the Transaction Item.

• From: The transaction from which the Work Order, for example, was copied from. 

• Date: The date of the source transaction.

• Req Date:  The date on which the Customer requires the order to be complete / delivered.

• @ (Req Time): The Time by which the job must be delivered to the customer.

• Start Date: The date on which the task was started.

• Start Time: The time on which the task was started.

• Due Date: The date on which production must complete the job. 

• @ (Due Time):  The Time by which productions must complete the job.

• Company:  The Customer requiring the job. 

• Status (Item): The item's Status.

• Description: The item's description.

• Code: The item's code.

• Reference: The item's reference.

• Category (Item): The item's category.

• Subcategory (Item): The item's subcategory.

• Supplier: The name of the supplier that provides the materials.

• Code (Item): The item's code.

• Reference (Item): The item's reference.

• Resolve: The action taken on the item (e.g. Reserve).

• Location: The material item's location.

• In Stock: The quantity that is In Stock.

• On Order: The quantity that has been ordered.

• Reserved: The quantity that is reserved for jobs.

• Available: The quantity that is available.

• Qty (Req): The quantity that is required.

• Unit: The material item's Unit.

• Qty (GI): The quantity on the Goods Issued.

• Qty (PO): The quantity on the Purchase Order.

• Qty (Out): The quantity that is Outstanding.

• Due Date (PO): The Due Date of the Purchase Order.

• Status (PO): The Status of the Purchase Order.

• Last PO: The number of the last Purchase Order.

• Last GI: The number of the last Goods Issued.

• Menu (...): A context menu that can also be accessed by right clicking a line item.

  • Open Last PO: Opens the purchase order displayed in the Last PO field.

  • Open Last GI: Opens the goods issued displayed in the Last GI field.

  • Open Transaction: Opens the underlying transaction (e.g. Work Order).

  • View linked Transaction: Opens a list of transactions that are linked to the job on the right panel.

• TransID: The system-generated number allocated to the transaction.

Related Topics

• Reference: Dashboard

• Reference: Jobs

• Reference: Tasks

• 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: Materials

• Tutorial: Outwork

• Tutorial: Board

• Tutorial: Gantt

• Tutorial: Timekeeping

• Tutorial: Edit Stages

• Setup Tutorial: Production and Tracking