The Materials list is located in the Main Records menu of the Material Management section. The Materials list menu options and functions are:
New | Used to create a new material. | |
Update | Used to modify material information. | |
Delete | Used to delete the material definition. This option becomes active only when the cards with the Passive status are selected. | |
View | Used to view the material without making changes. | |
Copy | Used to create a new record by copying the information of the selected record. | |
Database Extensions | Used for user-defined forms. | |
Multiple Delete | Used to delete the selected materials in batch. | |
Distribution Templates | This option is displayed only on configurable material records. Distribution templates are used to determine the variants (defined for configurable materials) and their quantities to be used in transactions. | |
Material Class Assignments | Used to establish material class assignments. | |
Inspection Criterion Assignments | Used to define the Inspection criterion to be applied to the material. | |
Optional Materials | Used to define optional materials for the selected material. | |
Material Transactions | Lists the transactions of the material according to the specified filter conditions. | |
Order Transactions | Lists the order transactions of the material according to the specified filter conditions. | |
Demand Transactions | Lists the material demands along with the demand slip information. | |
Claimant Stocks | Used to record the shipping transactions of unsent claimant stocks of the customer which are entrusted to the company and kept at warehouses temporarily. | |
Shipped Claimant Stocks | It is the option which is used to list shipped claimant stocks from material cards or AR/AP records browser. | |
Planned Transactions Tracking | The planned transactions tracking is used to list all planned | |
Distribution Orders | Used to list the distribution orders from the materials list and view the material transactions. | |
Purchase Prices | Used to specify the purchase prices of the selected record. | |
Sales Prices | Used to specify the sales prices of the selected record. | |
Warehouse Parameters | Used to record the warehouse parameters of the material. | |
Workflow History | Used to list the tasks that are defined and completed in the Workflow Management Module for materials. | |
Variants | Used to define material variant. | |
Variant Exception Definitions | The definitions used to determine the variants that can be generated theoretically but not physically. | |
Variant Record Code Template Definition | Used to define card code template for variant cards. Variant card numbers are generated by program according to the defined template. | |
Status | Used to track the general status information for all the material warehouses. | |
Purchases | Used to track the monthly totals of the material purchase transactions on local currency and reporting currency. | |
Sales | Used to track the monthly totals of the material sales transactions on local currency and reporting currency. | |
Status Graphic | Used to display the material status as a graphic. | |
Production Orders | Used to record the production orders from the materials list. | |
Bills of Materials | Used to record the bills of materials from the materials list. | |
Warehouse Totals | If more than one warehouse exists, this option is used to display the information of all warehouses. | |
Variant Totals | Used to display the variant transactions of the material with total quantity and amount information basis on the material variant. | |
Purchase F.C. Totals | Used to display the purchase transactions of the material with transaction currency and reporting currency information. | |
Sales F.C. Totals | Used to display the sales transactions of the material with transaction currency and reporting currency information. | |
Extract | Lists the total amount and quantity information of material transactions within certain dates along with the slip information. | |
Standard Material Costs | The option used to record the standard material costs as main units and by specifying the cost period. | |
Standard BOM Costs | Used to record the standard BOM costs in material lines of types finished good and semi finished good. | |
Quick Productions | Used to list the quick production slips of the mixed case and finished good materials. | |
Batch Generation of Production Orders | Used to generate batch production orders for the finished and semi finished goods. | |
Batch Generation of Quick Production Slip | Used to generate batch quick production slips for the finished, semi finished goods and mixed case materials. | |
Location Distribution | Used to list materials distribution according to their locations. | |
Find | Used to access the record of which the code or description is provided in the materials list. | |
Filter | Used to access the materials according to the filter conditions specified in the material classes list. | |
Print (Label) | Used to print the material information in label form. | |
Print (Letter) | Used to print the material information in letter form. | |
Send to Company | Used for the users who works more than one company in a single trading system to exchange data between companies. | |
Send to Company (Delete) | Used for the users who works more than one company in a single trading system to delete the sent items. | |
Batch Update | Used to update the selected records' information in batches. | |
Update Warehouse Parameters | Used to update material warehouse parameters only for one material record or for more than one material at the same time. | |
Barcode | Used to enter quick and automatic barcode entry for material. | |
Record Information | Indicates the users who performed the entry and update transactions of the selected record and the time of these transactions. | |
| Lists the total numbers of the records in the Materials list and the numbers by card type. | |
Show Class Tree | Used to display material class tree. Materials are displayed in class tree with hierarchy codes and levels. | |
Arrange Hierarchy Codes | Used for grouping the material classes and child materials by giving hierarchy codes. | |
Refresh | Used to refresh the material information according to the class assignments. | |
Back to Defaults | Used to display the active window with the standard dimensions defined in the application. | |
Lock | It is used to lock the relevant record. Users are not allowed to make changes on a locked record. | |
Unlock | It is used to cancel locking. | |
Multiple Lock | It is used to lock the selected records at once. Users are not allowed to make changes on locked records. | |
Multiple Unlock | It is used to unlock multiple records. | |
Create Shortcut | Used to create shortcuts of the records. | |
Send Shortcut | Used to send the created shortcuts to related users. | |
Deleted Records | Used to list deleted records and rerecord if necessary in the event of using record revision history feature. The deleted records are listed with user and deleting time info. | |
Modification History | Used to list the updated records with user, record description and modification time info in the event of using record revision history feature. |
Transactions By Materials List
By the transaction options on the materials list, the following records are generated and recorded directly:
- Sales/purchase order slips,
- Purchase, retail sales and wholesale dispatches
- Purchase, retail sales and wholesale invoices
- Warehouse slips
In addition, by the report option on materials list, the following reports can be taken for the related material easily within a short time:
- Material Value Report
- Inventory Report
- Monthly Sales/Purchase Distribution Report
These transaction options are:
Order | Used to record sales/purchase orders information for the material selected on material list. The code and description of the selected material are automatically displayed in order line. The related AR/AP, order quantity and other order information are entered in related fields. The orders generated via material list are displayed in purchase or sales order slips list automatically. | |
Dispatch | Used to record the purchase, retail sale, wholesale dispatches for the selected material's shipping transactions. The code and description of the selected material are automatically displayed in dispatch line. The related AR/AP, shipping quantity and other shipping information are entered in related fields. The dispatches generated via material list are display in purchase or sales dispatches list automatically. | |
Invoice | Used to record the purchase, retail sale, wholesale invoices for the selected material's purchase/sales transactions. The code and description of the selected material are automatically displayed in invoice line. The related AR/AP, sale/purchase quantity and other sales/purchase information are entered in related fields. The invoices generated via material list are displayed in purchase or sales invoices list automatically. | |
Material Slips | Used to record the warehouse transfer transactions for the material selected in the materials list. | |
Reports | Used to take the following reports for the materials selected in material list:
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