Material Management User Manual

Overview

Material In/Out by Material is the screen for viewing material inventory by item and registering material receipt and issue information.

Access

• Sidebar: Material Management → Material In/Out by Material

Before you begin

• Materials to be received or issued must be registered in item master data.
• Register the storage that will hold the inventory in advance and check the actual quantity in each storage.
• This screen registers quantities by storage directly for one material, without separating registration tabs.

Required information

• Select the material to register and add at least one storage.
• Enter a nonzero inbound or outbound quantity for every added storage.
• No input is required for queries only. Filters such as item, type, unit, and period are optional.

Save and processing checks

• Before saving, confirm that the selected material and quantities by storage match the actual inbound or outbound transaction.
• Saving updates material inventory by storage. Do not arbitrarily register records again if they are linked to production or shipment.
• Before editing or deleting, check whether any subsequent work is already linked.

Screen Layout

• List: View the item code, item name, item type, unit, and current material quantity.
• Material In/Out Registration: Complete three steps: Item Lookup → Material Registration → Registration Complete.

Using filters and search

• Conditional Search:
  • Item code, item name
  • Item classification (finished products/semi-finished products/raw materials/auxiliary materials/work-in-process/consumables)
  • Standard unit, standard specification
• Period Search:
  • Created date
  • Modified date

After setting the filter and clicking Search, the list will be updated. Click Reset to return the filters to their default values.

Material In/Out Registration

1. Click Register from the list.
2. In the Item Lookup step, click Lookup and select the item to register as a material.
3. Click Next to proceed to Material Registration.
4. Enter the in/out type, quantity, and in/out information.
5. Continue through Registration Complete, then search for the item in the list and confirm the material quantity.

Editing

1. Select the target case from the list and enter details.
2. Click Edit.
3. Change the in/out information or quantity, then click Save.

Deletion

1. Select the record you want to delete from the list.
2. Click Delete and confirm.
3. Verify that the confirmation dialog shows the correct item and in/out record, then complete the deletion.

Before Making Changes

• Editing or deleting a material in/out record changes the inventory quantity shown in the list. Check the target item and in/out quantity before making changes.