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AVEVA™ Production Management

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Add a material movement manually with wizard

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  • Last UpdatedApr 15, 2025
  • 6 minute read

With appropriate permissions, you can record a material movement with the Material Movement wizard. This enables you to add any material movements that AVEVA Production Management does not automatically capture. After processing, the new manual movement records are visible in Inventory views such as the Movement view and Movement Events view.

Note The wizard accepts both work centers and work units as the source or destination equipment location.

To add a material movement manually

You can add a material movement with the Material Movement Wizard. It guides you through each step to add a material movement.

Because the wizard prompts you with different screens according to your input, it is not possible to describe step-by-step procedures for each possible combination of prompts that the wizard can present. Instead, the following information explains each screen that you might encounter.

  1. Switch to the Inventory module.

  2. On the Event editor, click the drop-down arrow for Add Event, and select Material Movement Wizard. The Material Movement Wizard appears.

    Production Analyst Event editor drop-down list including Material Movement Wizard option.

  3. Complete the information in each screen as the wizard prompts you. There is no defined order through the wizard, so see the following information sections for screens that may appear.

    • Specify Movement Time and Type screens

      Specify Movement Time and Type

      Select the options you require and click Next.

      Sample Date Time

      Select the date and time that you want to assign to the material movement.

      Routine

      Perform a pre-configured material movement based on existing material movements.

      Ad-hoc

      Perform an ad-hoc material movement and specify fields manually.

      Production Analyst Add a Material Movement dialog box where you can specify movement time and type.

      Note The Routine option is disabled if there is no Material Movement item configured in your project. Another reason that the Routine option could be disabled is because the current user requires permissions set to access the Material Movement hierarchy in Studio.

      Select Routine Movement

      If you chose a Routine movement, the Select Movement screen appears. Specify the existing material movement to use as a template for this material movement, then click Next.

      Production Analyst Select Routine Movement screen in Add a Material Movement dialog box showing where you can select a routine material movement.

      Choose Movement Direction

      Select the options you require and click Next.

      Input

      Select this option for material that enters the process. There is no source equipment.

      Transfer

      Select this option for material that moves from a source equipment to a destination equipment.

      Output

      Select this option for material that leaves the process. There is no destination equipment.

      Production Analyst Choose Movement Direction screen in Add a Material Movement dialog box where you can select the movement direction, input, transfer, and output.

    • Source screens

      This section contains wizard screens that relate to source details.

      Select Source Equipment

      Select a source equipment and click Next.

      Production Analyst Select Source Equipment screen in Add a Material Movement dialog box where you can select a source equipment from the plant hierarchy view.

      Choose Source Quantity Method

      Select the option you require and click Next.

      Quantity of Material

      Select this option if the movement is based on a specified amount of material.

      Quantity of Lot

      Select this option if the movement is based on a specified lot of material.

      Production Analyst Choose Source Quantity Method screen in Add a Material Movement dialog box showing Quantity of Material and Quantity of a Lot options.

      Specify Source Material and Lot

      Select the options you require and click Next.

      Material

      Select the source material. If there are no options enabled, it is because the current user requires permissions to the Material Model hierarchy in Studio.

      Lot

      Enter the identifier for the input lot.

      Lot Group

      Enter the identifier for the lot group.

      Specify Source Material and Quantity screen in Add a Material Movement dialog box showing a hierarchical view of source materials and an input box for lot group and material quantity.

      Note If there are no Materials options visible, it could be because the current user requires permissions set to access the Material Model hierarchy in Studio.

      Specify Source Lot and Quantity

      Select the options you require and click Next.

      Lot

      Select the source lot from which the material is removed.

      Quantity

      Enter the amount of material that is moved from the source lot.

      Specify Source Lot and Quantity screen in Add a Material Movement dialog box showing where you can specify the source information, select lot, and enter quantity.

    • Destination screens

      This section contains wizard screens that relate to destination details.

      Select Destination Equipment

      Select the destination equipment and click Next.

      Select Destination Equipment screen in Add a Material Movement dialog box showing the project hierarchy where you can select the equipment to receive the material.

      Choose Destination Lot Action

      Select the option you require and click Next.

      New Lot

      Select this option if the destination lot is a new lot.

      Existing Lot

      Select this option if the destination lot is an existing lot.

      Choose Destination Lot Action in Add a Material Movement dialog box showing two options for destination lot action either create a new lot or merge with existing lot.

      Specify Destination Material and Quality

      Select the options you require and click Next.

      Material

      Select the destination material.

      Quantity

      Enter the destination quantity.

      Lot Identifier

      Enter the lot identifier for the destination lot.

      Lot Group

      Enter the identifier for the lot group.

      Specify Destination Material and Quantity in Add a Material Movement dialog box showing the Material Model hierarchy where you can select the material for the new lot and enter its quantity and lot identifier.

      Specify Destination Lot and Quantity

      Select the options you require and click Next. You can regroup the lots by dragging a column header to group together by column.

      Lot

      Select the destination lot.

      Quantity

      Enter the destination quantity.

      Specify Destination Lot and Quantity screen in Add a Material Movement showing where to specify the destination information and select lot and enter the quantity.

    • Custom field values screens

      Specify Movement Details

      Specify the custom fields values associated with the movement, and click Next.

      Specify Movement Details screen showing where you can specify the custom fields values associated with the movement,

      Specify Destination Lot Details

      If you want to enter destination details for this movement, select Yes.

      Specify the fields values associated with Lot reporting point, and click Next.

      Sample Period

      Select the date and time that you want to assign to the Lot record.

      Material

      This value is pre-populated and not editable.

      Lot

      This value is pre-populated and not editable.

      Destination Lot Details screen showing where you can enter destination details for the movement and where to specify the fields values associated with Lot reporting point.

      Specify Material Quality Details for Destination Lot

      If you want to enter material quality details for this movement, select Yes.

      Specify the fields values associated with Material Quality reporting point, and select Next.

      Sample Period

      Select the date and time that you want to assign to the Material Quality record.

      Material

      This value is pre-populated and not editable.

      Lot

      This value is pre-populated and not editable.

      Material Quality Details for Destination Lot screen in Add a Material Movement dialog box showing where to specify material quality field values for the lot for a particular equipment.

    • Review and Confirm

      Review the details of the material movement and enter the reason you added the material movement into the Comment box. Click Finish to submit the material movement transaction for processing.

      Review and Confirm screen in Add a Material Movement dialog box showing all details to review and where you can provide comments.

      The Production Analyst display grid updates automatically with changes.

      The wizard remembers quantity values as you move backwards and forwards through screens.

      Note For you to have access to all options in the wizard, the administrator assigns permissions to the Material Movement hierarchy and the Material Model hierarchy in Studio. Otherwise, the user does not have access to predefined movements or material types and these items are disabled in the wizard.

  4. Click Finish on the wizard to update the AVEVA Production Management display with the changes.

    The Production Analyst display grid updates automatically with the changes.

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