TABLE OF CONTENTS

• Enable Material for Entry as MI
• Who can create a Material Item
• Add Material Item
• Edit Material Item
  • Change WH Area, Remove from BP, Return to Manufacturer
  • Void, Copy from Void, Delete Material Item

Material Items (MIs) in Fieldclix system represent materials entered into accounting, each assigned a unique serial number. The list of materials eligible to be entered as Material Items is maintained in the Materials reference, which can also be accessed via the Materials dashboard.

Enable Material for Entry as MI

To enable a material for entry as a Material Item (MI), open the desired Material card through the Materials reference or the Materials dashboard. Then, ensure the following fields are selected: CPE and SN Required.

Who can create a Material Item

Employees assigned the Warehouse Manager role have the authority to create and edit Material Items.

Add Material Item

Material Items can be entered in two ways: through the Warehouse module in the mobile app or via the Material Items dashboard. In this article, we will focus on the process of adding new Material Items using the dashboard.

In the Material Items dashboard, locate and click the New MI button.

 In the window that appears, complete the following fields:

• Warehouse: Select the warehouse where the Material Item is being added.
• Area: Specify the location within the warehouse where the Material Item is stored.
  • Warehouse areas are managed through the Warehouse module in the mobile app, where users can add new areas, delete existing ones, and set their status as active or closed.
• Vendor: Enter the supplier or manufacturer associated with the material. It displays only the vendors for which a price is specified in the Material card. 
• Material: Choose the material to be entered as a Material Item with a unique serial number.
• SN (Serial Number): Enter the unique serial number for the Material Item.
• Tag # (optional): Provide a unique identifier assigned to the individual Material Item.
• Assembly # (optional): Enter a number to track associated items that may contain multiple Material Items.
• Build Plan (optional): Assign the Material Item to a specific Build Plan to simplify adding it to the Bill of Materials (BOM) for that plan.

After filling in the necessary information, click Create to add the new Material Item.

Edit Material Item

The Material Items dashboard offers a range of features to efficiently manage Material Items. You can access the Material Item card to edit details such as Vendor, Assembly#, Tag #, and Serial Number. The dashboard also enables actions like changing the Warehouse Area where an item is stored, removing or assigning the item to a specific Build Plan, or initiating a return to the manufacturer.

To open the Material Card, click on the SN field.

Change WH Area, Remove from BP, Add to BP

In the Material Items list, select one or multiple Material Item (MI) you want to modify. Then, on the top ribbon or via the right-click menu, choose one of the following options:

• Change Warehouse Area: Update the storage area of the MI within the warehouse. This action is available for MIs at the stages “Not assigned to BOM” or “Assigned to BOM.”
• Remove from Build Plan: Clear the association of the MI from a Build Plan. This option is available only for MIs at the “Not assigned to BOM” stage.
• Add to Build Plan: Link an MI to a Build Plan. This option is also available only for MIs at the “Not assigned to BOM” stage.

Return to Manufacturer

The Return to Manufacturer function allows you to return Material Items that are in the “Not assigned to BOM” stage back to the vendor. When you perform this action:

• The stage of the Material Item is changed to “Returned to Manufacturer”.
• An Inventory Transaction Journal (ITJ) of type “return” is created, originating from the warehouse where the Material Item(s) are stored.

Please note that while the next steps describe how this process should operate, the corresponding actions within the ITJ are not yet supported and will be implemented soon.

To complete the return transaction, open the ITJ and perform the following steps:

• In the To field, enter the Material Supplier (vendor) to whom the items are being returned.
  
• Start the return transaction to process the materials back to the manufacturer.

Void, Copy from Void, Delete Material Item

To void or delete a Material Item, select it from the list and right-click to open the context menu. Then choose the appropriate action:

• Void — Withdraws the Material Item from circulation and removes it from inventory.
• Copy — Creates a new Material Item by copying information from the selected MI. You must assign a different serial number for all copied MIs, except when copying from a voided one.
• Delete — Permanently removes a Material Item from the system. This option is available only for MIs at the “Not assigned to BOM” stage.

Read next: Managing Material Items in the mobile app.