The Material Posting program allows you to track your MainTrac Materials inventory in three (3) ways:
- Issue Materials - Post Materials to a Task Code and an Asset (at a minimum). Materials also can be posted to a Staff member, Work Order, Project Code, Task Code, and/or Task Category Code. When you Post, the system generates a Log record and reduces the "in stock" quantity of the Materials used by the amount entered. You can use this option to generate Combination Log, Labor Log, and/or Work Order Log records, if desired, rather than generating log entries from those programs.
- Physical Count - Update the Stock Quantity of the Material selected by the quantity entered. You can use this option to update the system-generated Stock Quantity to match the actual physical count of this Material within its designated Stock Room.
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Receive Materials - Update the Stock Quantity of the Material selected by the quantity entered, based on its Unit of Purchase. You can use this option to account for the arrival of new Materials (i.e. accept them into inventory) after purchasing and receiving them into their Stock Room. As a byproduct of this option, the Last Cost and Average Cost values on the Materials received are updated.
Note: In order to post receivings for a Material, the Material must exist in the Stock Room. In other words, you cannot use this program to add a new Material record to a Stock Room. Material records are maintained in Material Management.
See Also: Topic Doc - MainTrac Material Posting for step-by-step instruction for running each of these Material Posting options.
Buttons on the screen….
Click Add Record to have the information in the Add Records group transferred to the New / Updated Records DataGrid. In order to complete a Material Posting, at least one (1) record must be added.
Highlight a record in the New / Updated Records DataGrid and click Remove Record to delete it. If you remove a record from the DataGrid, it will not be included in your Material Post. You would use this option if you added a record by mistake or if you made a data entry error when adding a record and need to revise it.
Expand the Drop-down list for Post Counts and make a selection.
- Post Counts - Use this option to complete your Material Post.
- Post Counts and Generate Report - Use this option to complete your Material Post and have the system create a by-product report that displays what you did. There are no Report Options; the report simply prints.
To exit this program, click 'X' on the title bar. You will be returned to the Main Menu or the previous program.
Material Posting
Posting Option (TTMaterialPost_RecordType)
Note: Step-by-step instructions for running this program are in the Header Help. Click the "i" Information icon and scroll to the top of the page.
Expand the Drop-down list to select your Posting Option..
- Issue Materials - Post Materials to a Task Code and an Asset (at a minimum). Materials also can be posted to a Staff member Work Order Project Code Task Code and/or Task Category Code. When you Post the system generates a Log record and reduces the "in stock" quantity of the Materials used by the amount entered. You can use this option to generate Combination Log Labor Log and/or Work Order Log records if desired rather than generating log entries from those programs.
- Physical Count - Update the Stock Quantity of the Material selected by the quantity entered. You can use this option to update the system-generated Stock Quantity to match the actual physical count of this Material within its designated Stock Room.
-
Receive Materials - Update the Stock Quantity of the Material selected by the quantity entered where the default Unit is your Purchase Unit for the Material. You can use this option to account for the arrival of new Materials (i.e. accept them into inventory) after purchasing and receiving them into their Stock Room. As a byproduct of this option the Last Cost and Average Cost values on the Materials received are updated.
Note: In order to post receivings for a Material the Material must exist in the Stock Room. In other words you cannot use this program to add a new Material record to a Stock Room. Material records are maintained in Material Management.
Quantity (MTMaterialPosting_Quantity)
Enter the Quantity of the Material next to its default Unit (of Measure).
- If your Posting Option is Issue Materials then enter the amount of this Material you are removing from its Stock Room
THEN
Select an Asset Type and Code and a Task Code. Fill in the remaining fields as needed, and click Add Record. - If your Posting Option is Physical Count then enter the number of units of this Material that were physically accounted for in its Stock Room.
THEN
Click Add Record. - If your Posting Option is Receive Materials then enter the amount of this Material you are receiving into its Stock Room
THEN
Enter a Unit Cost and click Add Record.
Unit (MTMaterialPosting_Unit)
Accept the default value in this field or expand the Drop-down list to select an alternate choice, if desired. The default entry in this field is derived from your Posting Option.
- If your Posting Option is Issue Materials then the default value in this field is the Material's Usage Unit.
- If your Posting Option is Physical Count then the default value in this field is the Material's Stock Unit.
- If your Posting Option is Receive Materials then the default value in this field is the Material's Purchase Unit.
Units of measure are maintained in Unit Management.
DeleteUnit Cost (TTMaterialPost_Price)
This field is applicable for the "Receive Materials" Posting Option only.
Enter the amount you paid for this Material.
THEN
Ensure the Unit correctly corresponds to how you are purchasing this Material.
Then click Add Record.
Comment (TTMaterialPost_Comment)
Enter any additional comments you wish to include with regard to this posting record. These notes will print on the posting journal.
DeleteSelect an Employee (TTMaterialPost_StaffCode)
This field is applicable for the "Issue Materials" Posting Option only.
Click the Picklist icon to select the Staff Member to whom you are issuing materials if desired. Generally speaking the Staff Member you select is the person who will perform the work.
DeleteAsset Type (MTMaterialPosting_FixedAssetType)
This field is applicable for the "Issue Materials" Posting Option only.
Expand the Drop-down list to select the Asset Type for which this material is being issued.
THEN
Click the Picklist icon to select the Asset Codeitself. Asset Code is a Mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
Asset Code (MTMaterialPosting_EquipmentAssetPickList)
This field is applicable for the "Issue Materials" Posting Option only.
Select the Asset Type for which this material is being issued.
THEN
Select an Asset Code. This is a Mandatory field for the default Vermont Systems design. Your design and setup may vary.
Asset Code (MTMaterialPosting_FacilityAssetPickList)
This field is applicable for the "Issue Materials" Posting Option only.
Select the Asset Type for which this material is being issued.
THEN
Select the Asset Code(s). This is a Mandatory field for the default Vermont Systems design. Your design and setup may vary.
Asset Code (MTMaterialPosting_StreetAssetPickList)
This field is applicable for the "Issue Materials" Posting Option only.
Expand the Drop-down list for Asset Type to select the Asset Type for which this material is being issued.
THEN
Click the Picklist icon to select an Asset Code. This is a Mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
Asset Code (MTMaterialPosting_TreeAssetPickList)
This field is applicable for the "Issue Materials" Posting Option only.
Expand the Drop-down list for Asset Type to select the Asset Type for which this material is being issued.
THEN
Click the Picklist icon to select an Asset Code. This is a Mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
Asset Code (MTMaterialPosting_UtilityAssetPickList)
This field is applicable for the "Issue Materials" Posting Option only.
Expand the Drop-down list for Asset Type to select the Asset Type for which this material is being issued.
THEN
Click the Picklist icon to select an Asset Code. This is a Mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
Work Order (TTMaterialPost_WorkOrderNumber)
This field is applicable for the "Issue Materials" Posting Option only.
Click the Picklist icon to select a Work Order for which this Material is being issued if desired.
DeleteProject Code (TTMaterialPost_ProjectCode)
This field is applicable for the "Issue Materials" Posting Option only.
Click the Picklist icon to select a Project Code for which this Material is being issued if desired.
DeleteTask Code (TTMaterialPost_TaskCode)
This field is applicable for the "Issue Materials" Posting Option only.
Expand the Drop-down list to select the Task Code for which this material is being issued. This is a Mandatory field for the default VSI RecTrac Design. Your Design and setup may vary.
DeleteTask Class (TTMaterialPost_TaskClass)
This field is applicable for the "Issue Materials" Posting Option only.
Click the Picklist icon to select a Task Class for which this Material is being issued if desired.
DeleteTask Category (TTMaterialPost_TaskCategory)
This field is applicable for the "Issue Materials" Posting Option only.
Click the Picklist icon to select a Task Category for which this Material is being issued if desired.
DeleteMaterials (MTMaterialPosting_MaterialsDataGrid)
The Materials DataGrid lists all the Materials currently established in your system that you have Stock Room Permissions to view. Scroll up/down to view the Materials or scroll left/right to view additional details.
DataGrid column sort options allow you to customize the view as desired. Click here for a full description of RecTrac DataGrids.
DeleteNew / Updated Records (MTMaterialPosting_MaterialPostsDataGrid)
The New / Updated Records DataGrid lists all the Materials chosen for posting. Scroll up/down to view the records or scroll left/right to view additional details.
Highlight a record in this DataGrid and click Remove Record to delete it. If you remove a record from the DataGrid, it will not be included in your Material Post. You would use this option if you added a record by mistake or if you made a data entry error when adding a record and need to revise it.
Expand the Drop-down list for Post Counts and make a selection.
- Post Counts - Use this option to complete your Material Post.
- Post Counts and Generate Report - Use this option to complete your Material Post and have the system create a by-product report that displays what you did. There are no Report Options; the report simply prints.
DataGrid column sort options allow you to customize the view as desired. Click here for a full description of RecTrac DataGrids.
Delete