You can use the Materials Movement module to manage Material and Inventory movement - ie. Receive and Issue stock. The module is also used for creating manual Inventory transactions and acts as a gateway to all the Inventory holding areas, recording everything that leaves or enters the area. You can:

• Receive Stock against an Order transaction
• Issue Stock against a Reserve transaction
• Receive Stock by selecting a Material Item
• Issue Stock by selecting a Material Item

You can also record Tracking numbers which can be entered manually or captured with a barcode scanner.

In addition to providing the functionality for creating manual Material Movement transactions, the Material Movement module is also a useful analysis tool. For example, you could filter on a Work Order No. to display all the Inventory Transactions linked to the Work Order.

Discover Material Movement

• Materials Movement Data Grid
• Materials Movement Interface
• Tracking

Materials Movement Data Grid

Navigation

Main Menu > Materials > Materials Movement > View

Navigation Bar > Materials Movement > View

1. Data Filter - This allows you to filter the data displayed in the data grid by Date, Branch and Status.
2. View Linked Transactions - You can view all the Transactions linked to the Material Movement by right-clicking on a specific Material Movement and selecting View Linked Transactions. A Linked Transactions side panel will open listing all the Linked Transactions. See image below:

3. Open Workflow - If the Material Movement is linked to a Workflow, selecting this opens the Workflow side panel.

4. Copy to Supplier Invoice - You can copy the Material Movement to a Supplier Invoice directly form the data grid. The Copy to Supplier Invoice field will be greyed out if the Material Movement is already copied to a Supplier Invoice.

When a Material Movement is copied to a Supplier Invoice the Material Movement status will automatically change to Complete.

Materials Movement Interface

Navigation

Main Menu > Materials > Materials Movement > New/Edit

1. Status - This shows at what stage of the process the Materials Movement transaction is in. This can be changed by clicking on the Status button. Changes to Status settings can be checked by going to Menu > View Audits.
2. Transaction header - The Type field in the Header determines whether it's a Receive or Issue Transaction. Other Header fields include: Date, Reference and Note as well as the linked Transactions: PO No, SO No. and WO No.

3. Items Data Grid - The Items in the Materials Movement include Stock and non-Stock items. Stock Items can be identified by the Location field which is blank for non-Stock items.

4. By right-clicking on an Item in the data grid provides the following additional functionality:

• Delete Item - This allows you to delete the selected Item in the Items grid.
• View/Edit Tracking - This will open the Tracking pop-up window, allowing you to view or edit the Tracking of the Item (more below).
• View Material Summary - This will open the selected Material Item's Material Summary in the side-panel.
• Open linked Material Item - This will open the linked Material Item.
• Move Up/Down - This allows you to move the Item up or down in the data grid.

5. Add Material - Items can be added manually by clicking the Add Item from Material button.

• Update Selected Item - This allows you to update the selected Item in the Material Movement module. Click on the arrow in the Materials button and select Update Selected Item.

This is useful when, for instance, you decide to change the Paper that was Estimated. Using the Update function does not break the Item’s link to it’s Parent Transaction

6. Links - By clicking the Links button a list of all the Transactions linked to the Material Movement will be displayed, allowing you to navigate between them.

7. Delete - This allows you to delete the Material Movement Transaction.

8. Copy - Material Movement Transactions that were created from a Purchase Order can be copied to a Supplier Invoice. eg. Purchase Order > Materials Movement (Receive) > Supplier Invoice. When a Material Movement is copied to a Supplier Invoice, the amounts are copied from the parent Purchase Order Transaction.

When a Material Movement is copied to a Supplier Invoice the Material Movement status will automatically change to Complete.

9. Menu - This button provides additional functionality within the module.

• Open Workflow - If this is linked to a Workflow, selecting this opens the Workflow in the side panel.
• Open linked Purchase Orders - A linked Purchase Order View can be viewed alongside the Materials Movement.
• Open linked Sales Order - This will open the linked Sales Order, if any.
• Open linked Work Order - This will open the linked Work Order, if any.
• View Job Summary - This will open the Job Summary in the side-panel.
• View linked Transactions - This will open a side bar that shows all transactions linked to this Material Movement.
• View Audits - You can view the Audits of all Status changes made to this Materials Movement in a side panel view.
• The Menu button also allows you to Save Grid, Restore Grid, Restore Default Grid and Restore Default Grid (All Users).

Tracking

Tracking allows you to monitor the movement of materials within the business.

Tracking functionality is included by entering the Tracking numbers manually or by using a barcode scanner. The Tracking number is also copied to the underlying Stock Transaction.

To open the Tracking wizard simply right-click on the Material Item and select View/Edit Tracking.

Once you clicked on View/Edit Tracking the Tracking wizard window will appear. Here you can enter the Tracking Code. See image below: