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Material Summary
Overview#
In the context of inventory and production, materials refer to the raw goods, components or supplies that are used in the manufacturing process to create finished products.
A Material Summary displays the main setup information of a material along with a summary of transactions. It is available from most context menus that include materials.
Navigation Main Menu > Materials > Setup Materials > Right-click a Material > View Material Summary
View Material Summary#
The Material Summary is available from the Material's list view context menu.
Available Tabs#
Tab Description Detail The information from material setup: Detail (tab) Pricing The information from material setup: Pricing (tab) Inventory The information from material setup: Inventory (tab) A graphic representation of the stock movements for the past year. Dependencies The information from material setup: Dependencies (tab) Transactions A list of all transactions using this material.
Detail (tab)#
Tab Description Code The material's code (short description). Unit A description of the material's unit. Active Checked if the material is Active. Category The category selected for the material on Detail (tab) Subcategory The subcategory selected for the material on Detail (tab) Customer The customer selected for the material on Detail (tab) Specification Any specification notes filled in on Image & Notes (tab) Instruction Any instructions filled in on Image & Notes (tab) Image Any image uploaded on Image & Notes (tab)
Pricing (tab)#
Units & Prices#
Field Description Unit A description of the unit. Sell Price (Exc) The VAT exclusive Sell Price. Sell Price (Inc) The VAT inclusive Sell Price. /Qty The quantity included in the Sell Price (Quantity per Unit).
Supplier Prices#
Field Description Supplier The name of the supplier. Price (Exc) The Supplier's VAT Exclusive price. Price (Inc) The Supplier's VAT Inclusive price. /Qty The quantity included in the price (Quantity per Unit). Unit A description of the Unit. Total The Price per Unit.
Inventory (tab)#
Inventory#
Field Description Location The Location of the inventory. Unit A description of the Unit. In Stock The Quantity of the material In Stock. On Order The Quantity of the material On Order. Reserved The Quantity of the material Reserved. Available The Quantity of the material Available. Unit Price The Unit Price of the inventory at that location.
Checks#
Field Description Date The Date of the Stock Check . Location The Location that the stock was in. Unit A description of the Unit. Est Qty The expected quantity from the application (the quantity that should be in stock). Act Qty The counted quantity. Var Qty The variance: Act Qty - Est Qty. Status The status of the Stock Check (Pending or Complete). Pending Stock Checks are not counted in the quantity in stock.
Movement#
Chart: A chart depicting stock movements for the past twelve months.Dependencies (tab)#
Tab Description Field Chooser (*) Lets you add or remove columns. ID The system-generated number for the dependency. Quote No. The Quotation Number that needs this item. Description The description of the item that is on the transaction. Category The transaction's category. Specification Details of the specification that appears on the Quotation.
Transactions (tab)#
Filters#
Transaction Types: Transaction Types can be filtered by the following options:Dates: Transactions can be filtered by the following dates:No Date (default) shows all transactions Today This week This month This year Fin year Fields#
Field Description ID The system-generated number allocated to the transaction. Status The Status of the transaction. Trans A code indicating the Transaction Type. No. The source document number. Date The Date of the transaction. Created by The username or Auto for automatically created transactions. Company The name of the customer or Supplier. Type The impact on stock: Location The Location from where the stock was taken. Qty The Quantity of stock. Unit The Unit that matches the quantity. Base Qty The Stock Quantity in the Base Unit. Base Unit The Base Unit (Inventory Unit) indicator. Price The Stock Price. Total (exc) The transaction Total. Qty Out The Reserved Quantity. Submenu Open Transaction: Opens the original transaction.
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