Information about purchased, sold or produced materials should be recorded completely and accurately and necessary controls should be specified in order to perform inventory control and tracking transactions in a healthy manner.
Each company may use different materials depending on their field of activity. Especially for companies working with a wide range of products, it is essential to group and track these products under different product groups in order to more easily, productively and effectively perform material management. j-Guar provides such companies with the facility to track different characteristics of materials of the same type in a multilevel hierarchy by classifying them.
Material and related material class information are separately defined for each material in j-Guar application. Distinguishing characteristics (color, model, size, etc) are recorded as material characteristics and tracked in link with the material. Material characteristics provide significant ease in reporting and material classification.
Material definitions are record used to keep information about the materials purchased, sold and produced by the company. Materials are grouped according to their usage, and each material is recorded by selecting a record type.
The Materials option is located under Material Management module > Definitions menu. The buttons located in the Records tab of the Materials browser, and the options of the Related Records, Attached Records, Info and right click menu are used to define materials or to modify existing definitions.
| New | Used to record material info. |
| Update | Used to modify material information. |
| Delete | Used to delete material definitions one by one or in batches. Materials with Active status cannot be deleted. |
| View | Used to view the material definition. The information displayed using this option cannot be changed. |
| Copy | Used to copy selected material information. |
Change Status | Used to modify the usage status of material definitions. This field has two options: Active and Passive. Passive cards cannot be used on slips and invoices. The option is located in the right click menu. | |
Generate Document | Used to generate and track material documents and to link them to the material. The option is located in the right click menu. | |
Quick Barcode Entry | Used to enter barcode for materials. | |
Generate Sales Price | Used to record sales price for the material on AR/AP basis. | |
Generate Purchase Prices | Used to record purchase price for the material on AR/AP basis. | |
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Print (Label) | Used to print the material information to the label form. | |
Print (Letter) | Used to print the material information to the letter form. | |
| Attached Records | |
Organizational Unit Parameters | Used to record organizational unit parameters to be transferred as default to material transactions. | |
Material Class Relations | Used to establish material class relations. | |
Bill of Materials Relations | his option is used to generate a Bill of Materials Relation to define the bill of material to be used in material production according to time requirement. | |
Reference Materials | Used to record reference information for materials processed with transactions such as material type change. | |
Alternatives | Used to record alternative items for the material. | |
Child Materials | Used to save child materials required for the production of Finished / Semi Finished Good materials. It is located in Attached Records menu of the materials of Finished Good / Semi Finished Good type. | |
Other Asset Connections | This option opens Other Assets browser. It lists the Other Assets to which the material selected in Materials browser is related. | |
Purchase Prices | Used to specify the purchase prices of the selected record. | |
Sales Prices | Used to specify the sales prices of the selected card. | |
Customers/Suppliers | Used to record material customer/supplier info. | |
Standard Costs | Used to record standard materials costs. | |
G/L Accounts (Main Chart of Accounts) | Used to select the relevant G/L Account code to be used to track material card transactions according to the Main Chart of Accounts. | |
G/L Accounts (Second chart of Accounts) | Used to select the relevant G/L Account code to be used to track material card transactions according to the Second Chart of Accounts. | |
G/L Accounts (Third chart of Accounts) | Used to select the relevant G/L Account code to be used to track material card transactions according to the Third Chart of Accounts. | |
Document Folder | The folder information used to track documents related to the material. | |
| Related Records | |
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 Demand Transactions of the material according to the specified filter conditions. | |
Contract Transactions | Lists contract transactions of the relevant material according to the filter values. | |
Proposal Transactions | Lists proposal transactions in which the relevant material is used according to the filter values. | |
Shipment Transactions | Lists shipment transactions in which the relevant material is used according to the filter values. | |
| Info | |
Purchases / Sales Totals | Displays the material purchase and sales totals. | |
Warehouse Totals | Used to track the material warehouse totals. | |
Extract | Lists the total amount and quantity information of material transactions within certain dates along with the slip information. | |
Distributed Costs | Displays the distributed material costs. | |
Record Information | Displays the time and the user of the first registry and the last modification of the record. | |
Record History | Used to list recording history by some info such as user, company, date, etc. | |
Refresh | Used to refresh the material definitions list. | |
Preferences | ||
Line Coloring | Used to color the lines of materials list according to the specified criteria. | |
Back to Defaults | Used to return the window dimensions into the application default. | |
Save Settings | Used to save material list settings. | |
Save General Settings | Used to save general settings. | |
Customize | Opens Customization Wizard to add a new field into the application. | |
Number of Records | List the total number of records and the number by card type on the materials list. | |
Reporting | ||
List Report | Used to report the records of material list collectively. | |
Grouped List Report | Used to list the material records by grouping them according to column headings. | |
Selection | ||
Select All | Used to select all records in materials list. | |
Clear All Selections | Used to clear all selections. | |
Toggle Selection | Used to toggle the selections in list. | |
Custom Selection | Used to select multiple records. | |
Table Characteristics | Used to record the columns to be displayed on the materials list and their order. | |
Characteristic Set Assignments | Used to record the material – characteristic set link. | |
Variants | Used to record material variant information for materials of variable set type. | |
Assorted Set Variants | Used to record variant information for assorted materials. | |
Set Components | Used to record child materials for which simple and/or variable sets will be generated. | |
Set Component Characteristics | Used to record set component characteristics. | |
Inspection Criteria Assignment | Used to assign inspection criteria to be used in material definition. | |
Documents | Used to access documents related to the material. | |
Approvals | Used to access material approval info. | |
Revisions | Lists the revision info of the material. | |
Division Parameters | Used to record division parameters for the selected material. | |
Purchasing F.C. Totals | Used to display the material purchase transactions along with transaction currency and reporting currency information. | |
Sales F.C. Totals | Used to display the material sales transactions along with transaction currency and reporting currency information. | |
Tracking | Used to access and view system tracking records. | |
