<< Click to Display Table of Contents >> Navigation:  Manufacturing > Maintain Obsolete Material Codes

 

Overview:

This document explains steps to maintain materials codes within iTMS.

 

Step 1. Create or identify a material/part group for obsolete materials and /or parts.

Step 2. Use Material / Part Stock totals utilities to identify obsolete materials and parts.

Step 3. Move these items into the obsolete material/part group.

Step 4. If required re-name the obsolete material/parts

Step 5. Deactivate these items so they cannot be used again

 

Example used is for Material Codes and applies equally to Parts.

STEP 1.

Click on ‘System Codes’ on the top toolbar and from the drop-down menu select ‘Material Groups’ to display the window.

 

 

 

If no obsolete material group has been created, then enter a suitable number eg. 999 called Obsolete Material. This material group just needs a code and a description. Type in a code, press <TAB> to advance to description, type in the description and press <F9> to save.

 

 

STEP 2.

Open the Manufacturing module and then click on the ‘SHOW – Material Stock Total’ icon to display the report window.

 

 

STEP 3. Move these items into the obsolete material/part groups.

 

Click on the Refresh button to display all the material groups, then Dbl-click on a material Group (ie. Material Each). The ‘Materials Total (Value Detail) window will show all materials in that group.

 

 

Click on the Used In button, this window (Material to Delete) will show materials never used in green and the balance of materials in red showing usage. Click in the “Send to Mat Group” field and either type in the purpose made material group (ie 999 – obsolete) or press <F2> and select the code from the pop-up list, and then click OK. Click on a material you wish to move to the selected group and then click on the Update button. It is advisable not to move items that have stock on hand as you will probably need to run them out of stock first.

 

 

 

Then an INFO message appears to inform the user that the update has been done, click OK on this message.

STEP 4. If required, re-name the obsolete material/parts

Please note: re-naming of material / part codes should be done after hours when records are not being held open by other users.

 

Re-open the Material Stock Total Amount window and Dbl-click on the ‘999 Obsolete Material’ line to display the Materials Total window. Click on the Save this List button and the ‘Save Query’ pane appears, type in the name of your query and click on the Save button to save the query.

 

 

Next:

To be able to continue the user must have permission and a password, please see “Rename Materials Codes” (Doc Reference – 1002-201)

 

Continue

From the Command Centre, click on the Manufacturing module icon, and then click on the ‘Material Details’ icon to display the window. Note: The user must have the ‘Material Details’ window open to access the correct ‘Soft-key Menu’. Click on the Soft-key on the top toolbar, and Dbl-click on ‘Material Functions’ to display the ‘Soft-key Menu’ for the ‘Materials Details’ window.

 

 

 

Dbl-click on the ‘Re-name Material Code’, to display the ‘Rename Codes’ window. Enter your employee password, and press <TAB>, remembering that this is a different password that is used to log on. Click on the ‘Materials’ radio button, and then click on the ‘Load a Query’ button.

 

 

 

Click on the required saved query and then click OK to display the materials saved in the Obsolete Materials Query.

 

 

The codes can be renamed individually or using the replace partial code -

 

Pos = The starting position of the change

Len = The length is the number of characters

With = The new characters

 

For this example the all the material codes will be changed to OBS - Pos=1 Len=03 With=OBS.  This will replace the first three letters of the existing code with OBS for the new code. This procedure can be repeated if user is not satisfied with the new code.

 

 

After the code has been suitably changed click on the OK button to run the rename program. Once the OK button has been pushed the materials cannot be renamed without repeating the whole process.

 

 

The codes have now been re-named throughout the system.

 

STEP 5. Deactivate these items so they cannot be used again

Open the ‘Material Groups’ window again- this is accessed via the Systems Code drop-down menu.

 

 

 

In the “Code” field of the ‘Material Groups’ window enter the code for the Obsolete Materials or press <F2>, select from the pop-up list and click OK.

 

 

Ensure that this “Active” tick box is un-ticked then click on the update button (circled) to de-activate the materials. Click on Yes to the WARNING message and OK on the INFO message.

 

 

 

Last Revised: 27/08/2010 SJ