This article is a part of the series of EasyBPM platform, mainly about the management of materials.

In ERP system, the word “material” has a broad meaning, it is all products, semi-finished products, work in process, raw materials, accessories, collaboration parts, consumables and other materials related to production of the general name. Material is one of the basic information of ERP. Other documents, such as sales order and purchase order, are all based on material management. Materials are called parts in some systems, such as 2BizBox systems.

Add module “engineering module”

First, add an engineering module to facilitate the classification and management of business objects. As shown in the figure below:

Adding a business object “Material”

Then add a business object “Material”, as shown in the figure below:

Add fields to the material

Next is to add corresponding fields to the material. First of all, analyze the fields needed by the material.

Material field analysis

The fields of the material should include:

  • Material code
  • Material Name (or Material Description)
  • The version number
  • Material unit
  • The product code
  • Commodity code
  • Purchasing unit
  • Conversion rate of purchasing unit (default 1.0)
  • The weight of the
  • Unit of weight
  • model

Of course, the above fields can be added or modified as appropriate. Because EasyBPM can dynamically configure fields, it has great adaptability to the change of enterprise needs.

Add fields

The next step is to add fields to the Material object. First, add the material code, as shown in the figure below:

The field name is the material number; The material number is the only identification of the material, so the unique attribute will be checked.

Next, add the material description, as shown in the figure below:

Add all the fields of the above program dynamically, as shown in the figure below:

This article is not an operational document but a management thought, so it will not go through each step in detail.

Add material

The previous actions create a model of the material object. Next, go to the front page to add, delete and change the material. Click the engineering module -> material in the front page to enter the list:

Click the “Add” button to start adding and enter the “Add” page

Fill in the relevant information:

  • Material Number The unique identifier of a material in the system. It is generally recommended that the code rules for a material number include size classification and serial number
  • Material Name The name or description of a material
  • Version No. The version of the material. A~Z values are generally recommended
  • Product code The product code for the international circulation of materials
  • Commodity code The code of the international circulation of materials
  • Material Unit A unit of measure for a material. Default “EA” means “unit”
  • Purchasing unit A unit used for purchasing
  • Purchasing Unit Conversion Ratio If the Purchasing Unit and the Material Unit are inconsistent, a conversion ratio needs to be entered. The default is 1.0
  • Model Number of the material
  • Weight and unit of weight, denoting the weight of a material

Enter the values of the above fields and click Save to add successfully. As shown in the figure below:

Update the material

Select one of the materials in the list and click the “Modify” button to update it, as shown below:

Relevant fields are no longer specified, click “Submit” button to modify successfully.

Delete the material

In the list, select a material, that can be deleted. However, the material is deleted only if it is not “referenced” anywhere. If it is referenced, it cannot be deleted. For example, if there is a material in stock or an order, it cannot be deleted.

conclusion

This is the end of the basic information management of materials. The following will introduce the inventory management related to materials.

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