Materials Business Rules

The following business rules apply to Materials:

• The required fields for materials are: Segment, Item Number, Description, Type Code, Category, Sub Category Code, Status Code, Issue UOM, Order UOM, Order Factor, and Average Cost.

• An item number must be unique within its segment. It can only be duplicated in different segments.

• A material transfer quantity cannot exceed the receiving warehouse’s maximum quantity.

• The material minimum order quantity should be enforced when adding line items to a purchase order or requisition. For example, if M100 has a minimum order quantity of 20, that number shows in a label when adding purchase order line items, but you can still enter one for an order quantity.

• In Purchasing, Material Issue, the receipt quantity cannot exceed the order quantity.

• The minimum order quantity must not exceed the cumulative maximum quantity of all warehouses.

• When performing a material transfer, the receiving warehouse must be different than the sending warehouse.

• Material physical counts cannot be negative.

• Once you perform a material issue, receipt, physical count, or transfer transaction for a material, you cannot delete the warehouse that material is part of.

• More than one vendor can be set as a preferred vendor.

• You can edit the average cost on the Material New and Material Edit pages or allow TMS to calculate the average cost (the field will be disabled). The Allow Direct Editing of Average Cost option determines this preference.  

• Items can be assigned to multiple warehouses and multiple vendors

• Items can be saved with a $0 average cost.

• User defined fields are determined by the material category and sub category.

Non-Inventoried (NONST) Materials

• Non-inventoried materials will not increment or decrement the quantity on hand of a warehouse.

• Materials with a status code of NONST cannot be received to a warehouse.

Order to Min and Max

• When the Order To field on a material is set to Minimum, requisition generation will order enough line items to fulfill current needs and bring the item’s quantity on hand to the minimum quantity.

• When the Order To field on a material is set to Maximum, requisition generation will order enough line items to fulfill current needs and bring the item’s quantity on hand for that warehouse to the maximum quantity.

• When the Order To field on a material is set to Other, the Order To Qty field on the material is required.

• When the Order To value on a material is set to Other, requisition generation will order enough line items to fulfill current needs and bring the item’s quantity on hand to the Order To Qty value.