Set material detail preferences for DRL items

In the s60028 Stock item Delivery Registration screen, when you receive materials into stock, you can create material instances to define material detail preferences for different quantities of the same material. For example, if you receive 20 units of a material called PipeA, you can create material instance 201 for 10 units and assign certificate C1, and material instance 202 for the remaining 10 units with certificate C2.

Later, in the s21001 Delivery Request List screen, when you add the same material PipeA to the Delivery Request List (DRL), you can set material detail preferences for the material by linking the material to the required material instance, if needed. The material detail preferences determine which material instance is used when the materials are reserved or picked for the DRL item.

Use the d0359 Set Material Preferences dialog to:

• apply unique preferences to one DRL item at a time.

• apply shared preferences to multiple DRL items at a time.

To set material detail preferences, ensure the status of the DRL is O-DRL (DRL Not Completed). You can also set material detail preferences using the fields available in the Material Detail Preferences tab, in the Line Item grid. For more information on the fields, see s21001 Field descriptions.

1. Navigate to the s21001 Delivery Request List screen.

2. To refresh the screen, select the F5 key.

3. In the Delivery Request List grid, select a row.

4. In the Line Item grid, select one or more rows.

5. On the s21001 menu, in the Options group, from the Set Material Preferences dropdown, select one of the following:

   • All Line Items: To apply shared material detail preferences such as Expiry Date, Custom Properties, and Remark to all the items in the DRL.

   • Selected Line Items only: To set material detail preferences only for selected materials. If you select one item, you can apply all the available material preferences for the item. However, if you select more than one item, you can only apply shared preferences such as Expiry Date, Custom Properties, and Remark to the selected items because all the preferences in both the Material Details section and the Certificate section are unique to each item in the DRL.

   The d0359 Set Material Detail Preferences dialog appears.

6. Select the General tab and perform any of the following:

   • To set unique material detail preferences for the selected DRL item, in the Material Details section, perform the following:

     1. From the Material Instance Id dropdown, select the required instance ID.

     2. From the Purchase Order dropdown, select the Purchase Order (PO) related to the selected item.

     3. From the Position dropdown, select the PO position related to the selected item.

     4. From the Material Non-Conformance dropdown, select the material non-conformance number registered against the selected item.

   • To add certificate details for the selected DRL item, in the Certificate section, perform the following:

     5. From the Material Certificate dropdown, select the certificate ID registered against the selected item.

     6. From the Charge Id dropdown, select the charge ID registered on the certificate selected in the Certificate Id field.

     7. From the Supplier Batch Id dropdown, select the batch number of the supplier as registered on the certificate selected in the Certificate Id field.

   • To set shared material detail preferences for one or more selected items, perform the following:

     8. In the Shelf Life section, from the Expiry Date dropdown, select the date when the selected item expires.

     9. In the Remark section, enter comments related to the requested item.

7. Select Apply Preferences.

   The material detail preferences are applied to the selected DRL items.