Materials View

Key Concepts

The Materials View displays a list of manufacturing orders, jobs, and operations regarding the materials required to supply them. This view allows material planners to see where the materials are coming from to supply each operation and when they are needed. Material planners must ensure that the release and procurement of materials are in sync to meet the demand.

As the grid displays material shortages, it can create alerts for shortages from the unavailable quantity column. For example, an alert can be created to tell planners when there will be a shortage of materials or when demand exceeds the total supply. This makes it easier for the planner to know whether materials need to be produced or purchased. 

Material Grid

The Materials View can be accessed from the Views drop-down menu found at the top right corner of the screen. The Materials View will open as a new window:

The grid displays important information concerning the materials that are used to supply jobs and operations. For example, columns will display the needed date of the material, its available date, which warehouse is supplying the material, and if there is a shortage of material.

The available date represents the earliest time at which there is excess material available to satisfy the requirement.

The earliest material availability represents the earliest point in which all material requirements can be satisfied. Therefore, moving the operation to this time would not use material planned for other operations.

The material shortage column is populated by item when the total demand of the material exceeds its total supply. 

The Latest Material Receipt column displays the Available Date of the latest Purchase Order supplying the material requirement. Note: If the operation is short of any supply and is scheduled past the lead time, the columns will display LeadTime information instead.

Inventory Plot

The Materials View allows planners to easily navigate to the Inventory Plot for a selected material by clicking on the "Inventory Plot" button at the top left of the materials view. 

The Inventory Plan is used to track the demand and supply for each particular item. The inventory plot displays changes in inventory levels of a material over a certain period of time.

Report Issued Material

This feature is used to add a quantity to the Issued Quantity without pulling it out of inventory.


For example, if the required quantity is 80 and the reported issued material is 50, the Issued Qty field becomes 50, and the Unissued Qty becomes 30. However, as the material is not pulled out of inventory, the On Hand Qty remains the same. 

Issue From Inventory

This feature is similar to the "Report Issued Material" feature, but this one will pull out material from inventory to issue it.         


For example, if the required quantity is 80 and the Issued Quantity is 50, the Unissued Qty becomes 30, and the On Hand Qty will decrease by 50 as the issued material is pulled out of the On Hand inventory.