This section demonstrates how to setup and use Material Tracking in Coins ERP+, in order to track where materials came from. This functionality can be used with or without Inventory Orders and Assemblies.
File Maintenances / Setup / Parameters
Inventory > Setup > Configuration > ST Parameters
ST/USESTLST = Y
Inventory > Setup > Maintenance > Tracked Material Manufacturers
No BULK functionality – have to add each manually
Inventory > Inventory Items
Make sure the checkbox for Lot Controlled? is unchecked.
Tracked Material Type – Mandatory. No file maintenance. Informational only. Likely only relevant for the client who paid for this (they were interested in tracking Steel).
Optionally, specify a Default Manufacturer. Click Save (
) when done.
Adding Certificates for Materials/Inventory
Inventory > Input > Tracked Materials.
In Compliance Documents tab, click Add to Add a new Certificate.
Specify Manufacturer, Order is optional, specify Supplier you bought it from, and the Date.
Click into the hyperlink to add Certificate Lines.
Click Add once inside the Certificate. Specify the Inventory you received and specify a Mfr. Lot number and Quantity. Click Save when done.
If no Order specified, you get a Warning. (no parameter to turn that off).
Specify Manufacturer Lot when issuing to Jobs
Next, Issue out to the Job.
Inventory > Input Inventory Transaction.
Click Add , and then Save the Batch header.
When you select Inventory Items set up for material tracking, a section at the bottom of the transaction will appear. See screenshot below. Make sure to select the appropriate Mfr. Lot from the Lookup (as of right now, typing it in doesn’t register). Click Save.
Post the Inventory Transaction when finished.
Inventory Items set up for Material Tracking can still be issued through CDRs (Crew Daily Reports), but the Lot can’t be specified during CDR entry. It would have to be specified inside the Inventory Transaction batch that generates when the CDR is approved.
As of right now, Inventory transactions can’t be amended after they are posted.
Run Tracked Material Report
Run Report after everything else.
Inventory > Reports > Operational Reports > Tracked Material
Specify the Job and Date range.
Can provide this report to customer/owner/government organization.
