Material Wizard

The Material Wizard is invoked from the Materials (AM300000) form and is not a menu item. This process does not do any updating of the production order or inventory; it is a tool to facilitate the creation of the actual material issues. If you are using allocations for production materials you can also use the Unreleased Material Allocations (AM305500) form to create a materials batch particularly when you have created purchase orders from the Critical Materials (AM401000) form.

The Wizard has two phases described in the following sections.

Select Production Orders

It will create a list of open material requirements for production orders in a Released, In Process, or Closed status with a remaining quantity to produce.

By entering in a different Quantity to Produce in the Wizard, it will recalculate the necessary components based on making a quantity that is less than what the production order requires. This allows you to release only the materials you need for the quantity currently being produced.

Select Materials

After selecting the desired production orders, the wizard will then calculate a list of materials required by the selected production orders, showing the quantity on hand for those inventory items. You have the ability to change the quantity of the material that you want to release. The following rules are used to select materials:

If a specific warehouse and location are specified on the Production Details, only that warehouse and location are considered.
If condition 1 is not met, then the locations are selected using the rules described in Production Processing: Selection of Warehouse Locations.
If there is insufficient inventory for condition #2, it will select additional qualifying locations with inventory on hand.
By-products are always included as long as they are not set for backflush.

Tip:

The process excludes items that are set to backflush. The process does not exclude items where purchase receipts are tied to production orders, you should use the Unreleased Material Allocations (AM305500) form first.

After selecting the materials you wish to issue, the created materials batch is displayed where you can make further adjustments, delete lines from the table, or even delete the entire batch.

Material Wizard 1 (AM300010)

This is the Select Production Orders phase.

Table 1. Form Toolbar
The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.
Command	Description
Select	Processes the selected production orders.
Select All	Processes the selected production orders.
Cancel	Stops the process and returns you to the originating form.

Table 2. Selection Area
Element	Description
Remove unreleased batch qty from calculations	This will subtract the unreleased materials batch transactions for each production order from the quantity to be issued. An unreleased batch has a status of On Hold or Balanced. Checking this option may increase the processing time if there are a large number of materials batches that have not been released.

Table 3. Production Order Table
Only the Selected and Qty to Produce columns are available for editing.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Selected	If selected this production order will move the next phase.
Order Type	This is an order type of the production order.
Production Nbr	This is a production order with open material requirements.
Inventory ID	This is the stock item being manufactured.
Subitem	This column is visible only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form. Important: The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
Warehouse	This is the warehouse to receive completions.
Qty to Produce	This is the calculate remaining Qty to Produce and you can change it for this process.
UOM	The base unit of measure.
Qty Complete	This displays the total completed to date.
Qty Remaining	This displays the remaining quantity to produce.
Order Date	The date the Production Order was entered
Status	The current status of the order; only orders with a status of Released, In-Process, or Completed are displayed.
Start Date	The start date of the production order
End Date	This is the expected completion date
Customer	The customer associated to this production order. This can be manually assigned by creating the production order from a sales order.
SO Order Type	This box is filled in if a sales order generated the production order.
SO Order Number	This box is filled in if a sales order generated the production order. Attention: Referencing the sales order does not guarantee that when the product is completed this sales order will be selected for shipments on the Process Orders (SO501000) form.
SO Line Number	This is the reference to the sales order line.
Product Order	If the current production order is a subassembly for a finished good and it was generated from a top level production order, this is the production order number of the top level item.
Parent Order	If the current production order is a subassembly of another production order and it was generated from a top level production order, this is the production order number of the immediate parent item.

Material Wizard 2 (AM300020)

This is the Select Materials Phase.

Table 4. Form Toolbar
The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.
Command	Description
Select	Processes the selected production orders/material issues.
Select All	Processes the selected production orders/material issues.
Cancel	Stops the process and returns you to the originating form.

Table 5. Materials Table (AM300020)
This form is displayed as a result of processing the selected production orders. This are the open material requirements for the production orders you selected. The system will not display a material line if its Available Qty and Available Qty for Project values are 0 or negative or if the production order is integrated with a project and the line's Available Qty for Project value is 0 or negative.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Selected	Select this check box to have this material requirement returned to the Materials (AM300000) form as an issue.
Inventory Id	The inventory ID of the material to be issued.
Subitem	This column is visible only if the Inventory Subitems feature is enabled on the Enable/Disable Features (CS100000) form. Important: The Inventory Subitems check box has been removed from the Enable/Disable Features (CS100000) form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
Required Qty	The process defaulted the quantity to the remaining quantity required of this materials from the production order. You can change this quantity
Release Qty	The quantity of the released material. The release quantity equals the smaller of the two values—either the available quantity or the required quantity. If the production order is integrated with a project (that is, if the Update Project check box is selected in the Project section of the References tab of the Production Order Maintenance form), this quantity is calculated as follows: If Required Qty exceeds or is the same as Available Qty for Project, then Release Qty is the same as Available Qty for Project. If Required Qty is less than Available Qty for Project, then Release Qty is the same as Required Qty.
UOM	The unit of measure specified on the production order details.
Available Qty	This is the running total of the quantity available based on the sequence of production orders from the first step.
Available Qty for Project	If the production order is integrated with a project (that is, if the Update Project check box is selected in the Project section of the References tab of the Production Order Maintenance form), this column holds the available quantity of project-specific inventory or project inventory tracked by location related to the project associated with the production order; otherwise, the column is empty. Depending on the option selected for the associated project in the Inventory Tracking box on the Summary tab of the Projects (PM301000) form, this quantity is calculated as follows: If the Track by Location inventory tracking option is selected, the calculation depends on whether a warehouse location is specified for the material in the production order details: If no warehouse location is specified, this quantity is the sum of Qty Hard Available values across all warehouse locations that have the Production Allowed and Sales Allowed check boxes selected on the Locations tab of the Warehouses (IN204000) form and share the same combination of project and project task that is specified for the production order. If a warehouse location is specified, this quantity equals the Qty Hard Available value of the warehouse location if it shares the same combination of project and project task that is specified for the production order. If the Track by Project Quantity or Track by Project Quantity and Cost inventory tracking option is selected, this quantity is the sum of all item quantities associated with the same combination of project and project task that is specified for the production order.
Warehouse	This is the warehouse from which this material will be issued. If not specified on the production order details, the warehouse from the assembly is used.
Location	The location specified on the production order details. If blank, then the location will be determined when the materials batch is created.
Production Nbr	The production order requiring this material.
Operation ID	The operation on the production order requiring this material.
By-Product	This identifies a by-product that will be received into inventory.
Project	The project associated with the material requirement. Project costs will be affected by the resulting transaction if the production order is integrated with the project (that is, if the Update Project check box is selected in the Project section of the References tab of the Production Order Maintenance form). This column appears only if the Project Accounting feature is enabled on the Enable/Disable Features form.
Project Task	The project task associated with the material requirement. This column appears only if the Project Accounting feature is enabled on the Enable/Disable Features form.
Cost Code	The cost code associated with the material requirement. This column appears only if the Cost Codes feature is enabled on the Enable/Disable Features form.