Daily Materials Usage Register/Update

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Select Production Management Main menu >Daily Materials Usage Register/Update.

Overview

Use the Daily Materials Usage Register to print a list of all materials that were dynamically issued to a work ticket and to update the associated general ledger transactions.

This register is available if the Dynamic Materials check box is selected in Production Management Options. Because dynamic material transactions are instantly recorded on work tickets and in inventory, the general ledger transactions must be recorded separately.

Fields

 

Enter the posting date or click the Calendar button to select a date from the calendar. This will be the date for the general ledger entries.

Note If transactions are included that are outside of the current general ledger period, the work in process account will not balance with the work in process report in Production Management.

Select an option for sorting the register.

If dynamic transactions exist in multiple periods, enter a date in this field to select only the transactions that fall within the current general ledger period.

You won't be able to update the register if it includes transactions that fall outside of the current posting period.

Select an operand to limit your selection to a particular value or range of values. When selecting a value using the Lookup button or entering a value directly into the value's field, the operand automatically changes to Equal to. Likewise, when selecting a value using the Lookup button for a range or entering values directly into both value fields, the operand automatically changes to Range.

The following operands are available:

Operand

Operand Function
All Selects all information for the Select Field.
Begins with Selects only the information for the Select Field that begins with the value entered in the Value field.
Ends with Selects only the information for the Select Field that ends with the value entered in the Value field.
Contains Selects only the information for the Select Field that contains the value entered in the Value field.
Less than Selects only the information for the Select Field that is less than, but not equal to, the value entered in the Value field.
Greater than Selects only the information for the Select Field that is greater than or equal to the value entered in the Value field.

Range

When Range is selected, two Value fields are used. Information is selected that is greater than or equal to the first value entered and less than or equal to the second value entered in the Value fields.

 

Entering a range of account numbers produces different selection results than entering a range of main accounts and segments. When you specify a range of account numbers, all account numbers in that range are selected. When you specify a range of main accounts, all accounts beginning with the specified main account numbers are selected. Main account selections override account number selections.

 

Note Entries in the "From" Value field may change to the entry made in the "To" Value field, if the "From" Value contains a lowercase letter and the "To" Value contains an uppercase letter. This occurs because lowercase letters are greater than uppercase letters. For example, if 01a is entered in the "From" Value field and 01C is entered in the "To" Value field, the "From" Value field changes to 01C.

Equal to

Selects only the information for the Select Field that is equal to the value entered in the Value field.

Not Equal to

Selects only the information for the Select Field that is not equal to the value entered in the Value field.

Additional operands are available for date Select fields. The system date is used to calculate the date ranges. When one of the date operands is selected, the Value fields automatically default to the appropriate dates.

Multiple values can be entered using a comma (,) to expand the selection criteria. You can also use alternate separators (other than the reserved comma) to separate multiple selection values. Alternate separators include: ~ ! @ # $ % ^ & * ( ) = [ ] \ ; " / _ + { } | : < > ?

Notes:

  • When alternate separators are used, the value list must end with the alternate separator character.

  • If you enter a value that contains a comma (for example, if a vendor number is 01-SAGE,WEST), then you must enclose the value with an alternate separator (for example, %01-SAGE,WEST%). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").

Enter a value based on the operand entered, or click the Lookup or Calendar button to select a value from the list. Multiple values can be entered by using a comma or alternate separators to separate values.

For customer number, vendor number, and item code select fields, you can start typing a customer name, vendor name, or item description to locate a record. As you type, a list of records matching your entry appears. You can then select a record from the list.

You can enter single or multiple values as follows:

Operand

Value
All Selects all information for the Select Field.

Begins with

Multiple values are separated by a comma or alternate separator. An OR condition is assumed.

Ends with

Multiple values are separated by a comma or alternate separator. An OR condition is assumed.

Contains

Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Less than Only single values are allowed.
Greater than Only single values are allowed.
Range Both Value fields are used to define a range. Only single values are allowed at each Value field.
Equal to Multiple values are separated by a comma or alternate separator. An OR condition is assumed.

Not Equal to

Multiple values are separated by a comma or alternate separator. An AND condition is assumed.

Note If you enter a value that contains a comma (for example, if a vendor number is 01-SAGE,WEST), then you must enclose the value with an alternate separator (for example, %01-SAGE,WEST%). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").

Select a printer or output method. The following output methods are available:

  • Deferred. To save the report or listing to your hard drive for printing at a future time using Deferred Printing.

  • Export. To export to a file type, such as PDF or Excel. The file can then be saved to your hard drive.

  • Data Only Export. To export only the data portion of the report (excluding header information) to a file type, such as PDF or Excel. The file can then be saved to your hard drive or e-mailed.

    Note This option is available only if the report or listing contains header information.

  • Office Merge. To export data to a Microsoft Word or Excel template. For more information, see Office Template Manager.

  • Paperless Office. To e-mail, fax, or print the report as a PDF document. When you select this option and click Print, the Paperless Office Selection window appears and allows you to define recipient and message options.