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Material issue

Tracking the issue of components for manufactured items updates the progress of a work order. You can inquire on tracked material issues on this page and on the Material tracking line inquiry page.

Use this page to check the status of generated material trackings and which components were issued from stock and consumed for a work order, and to view individual material issue documents.
Use the Material tracking line inquiry page when you need visibility of all your material tracking data at line level.

If the material issue failed, an error is displayed on this page. You can re-post the tracking record from this page after resolving the error.

User type	Admin Manager
Permissions	Full rights: Admin, Manager
Prerequisites	Work order Material tracking
Tip	Select an Error status to view the reason the material tracking or component posting failed.

Inquire on a material issue

The information in the main list is display-only and cannot be modified. To inquire on a material issue for a work order, you need to enter or select the material tracking reference to inquire upon. You can take advantage of standard grid options like sorting, by displaying table filters, and selecting which columns you want to display to filter for your material tracking record.

If you have a significant number of material tracking references, apply filters to refine your search results.

Check the status of each generated tracking. If the Stock status displays Draft or Error, the material issue failed. You need to edit the stock allocations for the material tracking reference and post the tracking record again.

You can view more details for the material issue from the More actions icon for a component number.

Select Stock details to view information about the stock and serial numbers that were allocated to the material tracking, either from the work order when it was created or directly in the material tracking record.
Select Allocate stock if the Stock status displays Draft or Error, to view information about the stock and serial numbers that were allocated to the material tracking either from the work order when it was created or directly in the material tracking record. You should add or check the storage and inspection status details of the stock and the serial numbers that were issued for production are correct, or edit the details if any are different.

Lot information is only available if the component is managed by lot on the Item record; serial number information is only available if the component is managed with serial numbers.

Save any new or edited stock allocations, then Post the material issue.
Select Dimensions to view the default and individual attributes and dimensions for managing business rules and analyzing and tracking component costs using analytical accounting data.

You can also view the stock journal created for a material tracking that posted successfully. The Stock status in the material issue header displays Completed. Select Completed to view the stock journal.

Stock status: Error

In the main list, if the Stock status displays Error, select the line.

In the material issue details, select Error to view the reasons the material tracking posting failed.
In the Components grid, in the Stock status field for a component number, select Error to view the reason the component stock item posting failed.

You need to resolve the issue and re-post the tracking record so that your work order and stock records are updated. Select Post from the material issue document.

Example Stock status errors

Stock transaction error	Solution
Any stock transaction is forbidden for the [component] item on the [production site] site because a count is in progress.	This error is displayed if a stock count is in progress for the component at the stock site. When a stock count is started, all stock movement transactions for the items on the stock count record are blocked. You can only issue component stock for the work order after the count quantity is entered on the stock count and the stock count is posted.
The number of serial numbers assigned needs to match the quantity for the line. Add serial numbers to match the quantity.	This error is displayed if there is a discrepancy between the component quantity issued to the work order and the issued quantity of serial numbers. You need to allocate and post more serial numbers. Select the More actions icon for the component line then select Allocate stock. Each line in the Stock allocation grid displays serial number entry instructions if the component is serial numbered. If the serial number entry instructions display To select or Partially allocated, you need to add the serial numbers of the issued components. You can issue and track ad hoc serial numbers or a range of sequential serial numbers. From the Serial numbers grid, select Add line. Select the From serial number. To issue ad hoc serial numbers, leave the Quantity as 1. To issue sequential serial numbers, edit the Quantity of sequential serial numbers to include. The To serial number is updated automatically. You do not need to select it. Repeat a, b, and c until you have issued the required quantity of component serial numbers and the serial number entry instructions display Selected. Save the stock allocations, then Post the material issue.
The sum of the stock detail or allocation quantity must be equal to the line quantity.	Material tracking only updates work orders and issues the components from stock when the material tracking is generated. This error is displayed if the material tracking posting failed to register the stock allocations. This might be because the stock allocations on the material tracking were used for a different stock allocation transaction between entering the material tracking allocations and saving the material tracking. Select the More actions icon for the component line then select Allocate stock. In the Detailed stock allocation window, check the storage and inspection status details of the stock and the serial numbers that were issued for production are correct, or edit the details if any are different. Save the stock allocations, then Post the material issue.

Stock transaction error

Solution

Any stock transaction is forbidden for the [component] item on the [production site] site because a count is in progress.

This error is displayed if a stock count is in progress for the component at the stock site. When a stock count is started, all stock movement transactions for the items on the stock count record are blocked. You can only issue component stock for the work order after the count quantity is entered on the stock count and the stock count is posted.

The number of serial numbers assigned needs to match the quantity for the line. Add serial numbers to match the quantity.

This error is displayed if there is a discrepancy between the component quantity issued to the work order and the issued quantity of serial numbers. You need to allocate and post more serial numbers.

Select the More actions icon for the component line then select Allocate stock.
Each line in the Stock allocation grid displays serial number entry instructions if the component is serial numbered.

If the serial number entry instructions display To select or Partially allocated, you need to add the serial numbers of the issued components.

You can issue and track ad hoc serial numbers or a range of sequential serial numbers.
1. From the Serial numbers grid, select Add line.
2. Select the From serial number.
3. To issue ad hoc serial numbers, leave the Quantity as 1.
  
  To issue sequential serial numbers, edit the Quantity of sequential serial numbers to include.
  
  The To serial number is updated automatically. You do not need to select it.
4. Repeat a, b, and c until you have issued the required quantity of component serial numbers and the serial number entry instructions display Selected.
Save the stock allocations, then Post the material issue.

The sum of the stock detail or allocation quantity must be equal to the line quantity.

Material tracking only updates work orders and issues the components from stock when the material tracking is generated. This error is displayed if the material tracking posting failed to register the stock allocations. This might be because the stock allocations on the material tracking were used for a different stock allocation transaction between entering the material tracking allocations and saving the material tracking.

Select the More actions icon for the component line then select Allocate stock.
In the Detailed stock allocation window, check the storage and inspection status details of the stock and the serial numbers that were issued for production are correct, or edit the details if any are different.
Save the stock allocations, then Post the material issue.

Export

When you export the Material issues main list, only those lines displayed in the search or filtered results are included in the export. This includes all lines across multiple pages if you have a large data set.

There are 2 export options: Excel or CSV. The default file name is Material issues.

After exporting the data, you can rename the file and edit the Excel spreadsheet or CSV file if needed before uploading to your accounting solution.