Material Management in the Project Builder 

Use

As well as creating and editing material assignments (see for example Creating Project Objects) in the Project Builder, you can also trigger several material management functions

Features

After you have selected a material component in the structure overview or the component overview the following functions are available:

Some of these functions are only available from particular screens, for examplke the component overview

Function

Menu Path

Comments

Availability check

Edit ® Availability -> Material

If you have set availability checking for the Project System in Customizing, this starts an availability check for the selected component.

For more information, see Material Availability Check.

Reset availability check

Edit -> Availability ->Reset material

Resets the confirmed dates and quantities from the availability check.

Capacity availability check

Edit -> Availability -> Capacity

If capacity requirements are generated for an activity, this checks whether the capacity is available (no overload) at the required time.

For more information, see Capacity Requirements in Projects and Capacity Availability Check.

Change procurement type

Edit -> Component -> Procurement

If applicable, you can change the procurement type (e.g. reservation for network or reservation for WBS element).

See, Managing Stocks of Material Components.

Display purchase requisition

Edit > Component -> Purchase Requisition

Displays a purchase requisition if one exists.

Change delivery address

Edit > Component -> Delivery Address

Changes the delivery address for third-party orders only.

Change invoicing plan

Edit > Component -> Invoicing plan

Changes the invoicing plan for externally procured components.

For more information, see Invoicing Plans in Networks.

BOM explosion

Edit > Component -> Explode BOM

You can only execute this function from the component overview. For more information, see Exploding the Bill of Material.

Reassign a component to another activity

Edit > Component -> Reassign

You can only execute this function from the component overview. You can only reassign components within the same network.

Set the duration of the activity to the component lead time

Edit > Component -> Transfer delivery time -> duration

You can only execute this function from the component overview. For more information, see Aligning Activity Duration with Material Lead Time.

Align requirement date with activity finish date

Edit > Component -> Align with finish date

You can only execute this function from the component overview.

If you want to set the duration to the component lead time, you have to align the requirements date with the finish date.

Copy component data

Edit > Component -> Copy component data

Copies the date from one component to another in the same network.

See Copying Component Data.

Batch management

Edit -> Component -> Batch management

Various batch management functions are available under this menu point. You can only execute these functions from the component overview.

For more information, see Batch Management.

Assign PS text

Edit -> Component -> Assign PS text

If a PS text has been assigned to the activity, you can also assign it to the selected component.

Delete PS text assignment

Edit -> Component -> Delete PS text assignment

Deletes the above PS text assignment.