1. Material Type Setup
1.1. Prerequisites for Material Type Setup

Complete the attached worksheet and  "Mark as Completed RoadMap Section B Item 4-u"  before continuing the setup.

User MUST have full rights to the "System Setup" in System Security . Users with “Supervisor Rights” will automatically have access.  

 
 
 

1.2. Introduction for Material Type Setup

The User may establish the logic by which the material type for the parts are established by the material types at the AVL level. User may also reorder the Material Type per proirity. 
1.3. Fields & Definitions for Material Type Setup
1.3.1. Material Type Management

  This allows the users to decide if they would like the inventory part material type controlled automatically or manually.  If the user chooses MANUAL, each time an AVL is added, edited or deleted, the user would receive a popup reminder that "The Inventory level Material Type is set to Manual.  Be sure to verify how changes affect the Inventory Material Type".  If the user chooses AUTOMATIC then each time an AVL is added, edited or deleted, a popup will be displayed (if the the AVL material type is DIFFERENT than the inventory type) that says "AVL Material Type is different than Inventory Material Type and may affect the  Inventory Material Type", with an option to proceed or cancel.  If proceeding, then the system recalculates the material type on saving the edit. 

Inventory Material Type Material Type at the Inventory Level 
AVL Material Type Material Type at the AVL Level 
Logic There are two grids in the Material Type Management screen.  The left side displays the different INVENTORY Material Types that the user has established in the Material TYpe setup screen.  When one of these Material Types (MT) is selected, the grid on the right side of the page displays all available AVL Material Types setup by the user on the MT setup screen.  For each INVENTORY MT, the user can select each of the AVL MT, and how they affect the INVENTORY MT.   The choices to affect the INVENTORY MT selected are ALL, INC, and NOT:  If ALL is selected, then every one of the AVL's available for that Inventory part must have the same MT.  (There can only be one ALL selected).  If INC is selected, then if any of the AVLs with that designations are included, then the INVENTORY MT will be assigned accordingly.  IF ANY of the AVL's for an Inventory part contain a designation in the NOT category, then the inventory designation will become "UNK".  For more MT Logic Setup Examples see attached document.
  Depressing this button will allow the user to sort the Inventory Material Type in order of priorty in which the logic is checked.

1.3.2. Material Type Setup

Inventory Material Type Inventory Material Type Code.  LF (Lead-Free), RoHS (the restriction of the use of certain hazardous substances in electrical and electronic equipment) or  (In general, RoHS requirements include limitations on other heavy metals in addition to being lead free. But many companies may not meet the full requirements of RoHS, but still want to identify the material as Lead Free),  and Unk (Unknown) are the Inventory Material Types that are hard-coded into the system.   For further information on RoHS go to  http://www.rohs.gov.uk/Default.aspx.
Inventory Material Type Description Inventory Material Type Complete Description.

AVL Material Type

AVL Material Type Code.  LF, LF-Date, LF-Mark, LF-P/N, RoHS, RoHS-Date, RoHS-Mark, RoHS-P/N, and Unk are the AVL Material types that are hard-coded into the system. 

LF (Lead-Free), RoHS (the restriction of the use of certain hazardous substances in electrical and electronic equipment) or  (In general, RoHS requirements include limitations on other heavy metals in addition to being lead free. But many companies may not meet the full requirements of RoHS, but still want to identify the material as Lead Free(,  and Unk (Unknown) are the Inventory Material Types that are hard-coded into the system.  Then sometimes the user wishes to identify a date code, marking or part number which designates that the part has switched from unknown to LF or RoHS, and that is what the additional modifier is for.

AVL Material Type Description AVL Material Type Complete Description 

Add a Material Type 
Delete a Material Type

 

1.4. How To ..... for Material Type Setup
1.4.1. Add a Material Type
Enter Sys Setup/Material/Material Type Setup Module   

The following screen will appear:

Depress the "Material Type Setup" tab

Depress the Edit action button and the ADD and DELETE buttons become available.  The Inventory Material Types and the AVL Material Types shown in the screen below are the material types that are hard-coded into the system.

Depress the Add button within the Inventory or AVL Material Type box

Enter in the New Material Type Code and Material Type Description it will then appear in the Material Type Box.  The user can create the Inventory Material Types to be the same or different than the AVL Material Types, and you can have as many as you want of each. The logic between the part material type and AVL material type can be setup on the Material Type Management screen.

Depress Add to add another Material type, or depress the Save record action button to save changes or depress the Abandon changes action button to abandon changes.

If you depress the Save record action button the following option screen will appear asking if you want to update Inventory level Material Type with the new changes:

1.4.2. Delete a Material Type
Enter Sys Setup/Material/Material Type Setup Module   

The following screen will appear:

Depress the "Material Type Setup" tab

Depress the Edit action button and the ADD and DELETE buttons become available

Highlight the Material Type you want to Delete

Depress the Delete button within the Inventory or AVL Material Type box, A message will appear to verify the material type being deleted and that the system will update the material type to "Unk" if being currently used in inventory. 

Depress Yes to continue or No to abandon changes.

Highlight another Material Type to Delete or depress the Save record action button to save changes or depress the Abandon changes action button to abandon changes.

If you depress the Save record action button the following screen will appear: 

 

1.4.3. Edit the Material Type Logic
Enter Sys Setup/Material/Material Type Setup Module   

The following screen will appear:

Depress the Edit action button.

This will allow you to change the Inventory Material Type to "Automatic" or "Manual" Based on AVL Material Type.

If the user chooses the MANUAL option,  there will be a pull down next to the Material Type field at the top of the Quantity Info screen within the Inventory Control Mgmt module, listing all the Inventory Material Types available:

User may highlight the Material Type they wish to be assigned to this Inventory part regardless of the material types of the AVLs.  Each time an AVL is added, edited or deleted, the user will receive the following popup reminder:

If the user chooses the AUTOMATIC option user must also setup the Logic by clicking on the Radial next to "ALL" "INC" or "NOT".  Reminder:  Make sure you do not setup duplicate logics for different material types.

There are two grids in the Material Type Management screen.  The left side displays the different INVENTORY Material Types that the user has established in the Material Type setup screen.  When one of these Material Types (MT) is selected, the grid on the right side of the page displays all available AVL Material Types setup by the user on the MT setup screen.  For each INVENTORY MT, the user can select each of the AVL MT, and how they affect the INVENTORY MT.   The choices to affect the INVENTORY MT selected are ALL, INC, and NOT:  If ALL is selected, then every one of the AVL's available for that Inventory part must have the same MT.  (There can only be one ALL selected).  If INC is selected, then if any of the AVLs with that designations are included, then the INVENTORY MT will be assigned accordingly.  IF ANY of the AVL's for an Inventory part contain a designation in the NOT category, then the inventory designation will become "UNK". 

If the AVL material type is automatic, and you edit the Logic setup the following message will be displayed: 

EXAMPLE:

Setup Logic for a new Inventory MT (Mixed).  Go to the AVL Material Types;  Check - LF-Date and RoHS-Date as INC, Check - all other AVL MT as NOT    (For more MT Logic Setup Examples see attached document)

Find an existing Inventory Part # 101-0001621 with different AVL MT and Inventory MT as UNK 

 

Edit record and change all AVL MT to either LF-Date or RoHS-Date and the Inventory MT will update to Mixed per the Mixed Logic in System Setup (Shown above)

OR   User can leave all AVL MT as is, go to System Setup and Edit the Inventory MT - MIXED  Logic to include UNK and LF-P/N, update records.  User may also sort the Inventory Material Type in order of priority in which the logic is checked.  By depressing the Reorder button.    

 

and Inventory MT will update automatically, with existing AVL MT's