Report a Material Transaction

The example discusses reporting a material transaction in a serial tracked operation and the process of issuing materials to a work order operation. The steps in this example are applicable to discrete work orders.

Note: Serial tracked operations are currently supported for only discrete manufacturing. Process manufacturing supports only nonserial-tracked operations.

Steps to Report a Material Transaction

To issue materials to a work order operation, perform the following steps:

1. In the Navigator, click the Work Execution work area link.

2. Verify the manufacturing organization on the page. If it is not the correct organization, click the Change Organization and set it to the required organization.

3. On the Work Execution Overview page, in the Tasks pane, click the Review Dispatch List link.

4. On the Review Dispatch List page, use the Search region to search for the work order for which you want to perform the transaction.

   The following table lists the specific values you must choose to search for work orders based on their statuses:

   Field	Value
   Work Area	Select the work area of the work order.
   Work Center	Select the work center of the work order.
   Status	Select the status of the work order. The valid values are: Complete, Optional, Ready, Reject, and Scrap.
   Work Order	Enter the work order.

5. Click the Search button. The records that fulfill the search criteria are displayed. Note that, you can also use the following fields to perform a search as per your requirement: Item, Start Date, Completion Date, and Serial Number.

6. Search for the row with the work order for which you want to perform the transaction. Click the Materials link to report the material transaction.

7. Retain the Transaction Type option as Issue for issuing the materials to the work order operation. For returning the materials to inventory, you must select Return as the Transaction Type option.

8. Retain the default system date as the Transaction Date. You can update the field to a past date if required.

9. In the Show Components option, Select All to default all the material requirements defined on the work order for the operation with Push supply type. You can select Manually entered as the show components option so that the material requirements as defined on the work order for the operation are not defaulted and you can enter the required materials manually.

10. Now, the materials set up on the work order operation are shown in the page. You can manually enter a new material by adding a new row. In the new row, from the Component list, select the material. From the Component Serial Number list, select the serial number for the material.

11. For each material that you want to issue, in the To Transact field, enter the material quantity to be issued to the work order operation. The To Transact quantity is derived from the work order and can be updated to reflect the actual usage quantity. A check mark is shown in the Status field when all the required data is entered for the component.

12. Click the expansion icon of each updated row to view more details. Verify the correct subinventory in the Subinventory list and update it if required.

13. Click the Save and Close button. A confirmation message is shown on the successful completion of the material transaction.