Page Comparison

Purpose

Create or maintain materialsMaterials in Phenix.

Prerequisites

Material types and attributes have been created. See Maintain Material Attributes and Maintain Material Types.

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Materials Page

1. Click on the menu path Setup>Materials Setup > Materials.

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2. This page shows you all Materials currently in the Phenix organization.
   

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3. To create a new Material, click Create Material at the top of the page.

   1. See Material Data Definitions below for more on the Material Data inputs.

4. To create and edit Material Types, click Material Types. For more on Material Types, see Maintain Material Types.

5. To create and edit Material Attributes, click Material Attributes. For more on Material Attributes, see Maintain Material Attributes.

6. Clicking Export Materials will download a .XLSX (Excel) file containing all Materials in the organization and their data to your computer.

7. Clicking Export Production Rates will download a .XLSX (Excel) file containing all Production Rates in the organization to your computer.

8. Clicking Export BOM Items will download a .XLSX (Excel) file containing all BOM and Resource Consumption Rules in the organization to your computer.

9. Use the Filter by Type drop-down to filter the current display of Materials by Material Type.

10. Use the search bar above the Materials display to search Materials, either by entering the Material ID, or by filtering the Materials by Attribute values using Phenix’s filtering syntax (see Phenix Filtering Syntax for more information).

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1. On the Materials page, click on a Material’s entry or on the Details button to the right of the entry to go to that Material’s details page.
   

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2. To edit the Material, click Edit at the top of the screen.

   1. For more information on the data entries here, see Material Data Definitions below.

3. Create a copy of the Material by clicking Make a Copy at the top of the screen. This will open a window like if you clicked Edit, only the Material ID will be blank. Enter a unique Material ID and make any other changes.

   1. If you would like to also copy over Production Rates and BOM Item consumption, make sure the following boxes are checked at the bottom of the window:
      

      

   2. Click Make a Copy to create the copied Material.

4. To archive a Material, on the Material’s details page, click Archive at the top of the screen.

5. To view the status and future state of the material, click Inventory.

6. Below the Edit, Make a Copy, and Archive buttons, the Material’s current data is displayed:
   

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7. Below this, under the header Production Rate Rules, all Production Rate Rules that apply to the Material are displayed. Production Rates can also be created via the menu path Setup>Production Rates. For more information, see Maintain Production Rates.
   

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   1. To create a new, Material-specific Production Rate Rule, click Create Rule.

   2. To edit a Production Rate, click Edit under the right “Actions” column.

   3. To delete a Production Rate, click under the right “Actions” column.

   4. Note: This section shows all Production Rates that could apply to the material. This means that all Production Rates specified to a line but not to a Material will be shown here, even if the Material will not be run on that line.

8. Next, under the header BOM Items and Consumption Rules, all BOM Items needed to produce the Material, as well as the amount needed, are displayed. For more information on maintaining BOM Item consumption rules, see Maintain Material BOM Item and Resource Consumption Rules - BOM Item Consumption.

9. The final header, Resource Consumption Rules, shows which resources and how much of them are needed to produce this Material. For more information on maintaining BOM Item consumption rules, see Maintain Material BOM Item and Resource Consumption Rules - Resource Consumption.

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