NextGen FSM
NextGen FSM
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Material kit master data management

Material Kits

The Material Kits page allows administrators to manage master data for reusable kits. This section controls the master record (header) of the kits, allowing you to define consistent replenishment rules and minimum stock thresholds across mobile warehouses.

Material Kits List

This is the landing page where all existing Material Kits are displayed in a central grid. Each row represents a single Material Kit.

Search Result Table

The table provides a high-level view of all Material Kits with the following columns:

  • Id: System-generated unique identifier.

  • Code: The unique alphanumeric code for the kit.

  • Description: Multilingual description of the kit.

  • Total Components: The number of material lines included within the kit.

  • Active: Status indicator showing if the kit is currently active.

Grid Operations

  • Rearrange columns icon: Allows users to show/hide or reorder columns in the grid to customize their view.

  • Context Menu (Three dots): Clicking the three dots icon on a specific row provides access to:

    • View: Opens the record in read-only mode.

    • Edit: Opens the panel to modify the kit's header details.

    • View Components: Navigates to the detailed list of materials associated with this kit.

    • Associate to mobile Warehouses: Allows linking the kit to specific warehouses.

Filter Panel

The filter panel is hidden by default to maximize workspace. To access it, click the Filters button located at the top right of the grid. Once opened, the side panel allows you to refine the list using the following criteria:

  • Code: Filter by the kit's unique alphanumeric code.

  • Description: Search for specific text within the description field.

  • Active: A toggle control to filter by status.

Note: Use the Search button at the bottom of the panel to apply the filters.

New Material Kit / Edit Panel

Selecting the + New button or choosing Edit from an existing record opens a side drawer in the center of the screen. This panel allows you to define or update the master details of the kit.

Field Descriptions

  • Id: [Read-only] System-assigned unique identifier.

  • Code (*): [Mandatory] Enter a unique alphanumeric identifier.

  • Description: [Mandatory] Enter the kit's name. Click the Globe icon next to the field to provide translations in all supported languages.

  • Total Components: [Read-only] Displays the total number of items linked to this kit (automatically calculated).

  • Active (*): [Mandatory Checkbox] Switch between active and inactive status.

    • In the case of a new header kit, this value is set automatically to inactive. It is needed to add at least one component to active the header.

    • The field Active is set automatically to active after entering the first component.

Saving and Cancelling

  • Save: Validates the data and persists the record. The system will prevent saving and display a clear validation message if mandatory fields are missing or if the Code is duplicated.

  • Cancel / Close (X): Closes the panel and discards any pending changes, returning the user to the list view without losing context.

Material Kit Components

Accessed via the "View Components" action from the main list, this page allows administrators to manage the specific material lines included within a selected Material Kit.

Material Kit Components List

This view displays a read-only summary of the parent Material Kit (Header) at the top, followed by a central grid detailing all the materials (Lines) that compose it.

Search Result Table

The table displays the following columns for the components of the selected kit:

  • Id: System-generated unique identifier for the line.

  • Material: The alphanumeric code and description of the assigned material.

  • Threshold: The minimum stock quantity required.

  • Threshold Increment: The defined quantity increment for replenishment.

  • Cost Account: The external cost account linked to this material line.

  • Cost Type: The external cost type assigned.

  • Movement Type: The external movement type assigned.

  • Auxiliar Account: The external auxiliary account assigned.

Grid Operations

  • Context Menu (Three dots): Clicking the three dots icon on a specific line provides access to:

    • View: Opens the component details in read-only mode.

    • Edit: Opens the panel to modify the component's thresholds and associated external data.

    • Delete: Removes the material line from the kit.

Filter Panel

Clicking the Filters button at the top right of the components grid opens a side panel to search within the specific lines of the current kit.

New Component / Edit Panel

Selecting the + New button or choosing Edit on an existing line opens a modal window to configure the material details.

Field Descriptions

  • Id: [Read-only] System-assigned identifier.

  • Material: [Mandatory Lookup] Search and select the item from the Material Master Data. Note: Each material can only be added once per kit.

  • Threshold: [Mandatory] Enter a valid integer greater than or equal to 0. If nor entered, it is automatically set to 0.

  • Threshold Increment: [Mandatory] Enter a valid integer greater than or equal to 0. If nor entered, it is automatically set to 0.

  • Movement Type: [Optional Dropdown] Select the external movement type.

  • Cost Type: [Optional Dropdown] Select the external cost type. It depends on the Movement Type.

  • Cost Account: [Optional Dropdown] Select the external cost account. It depends on the Movement Type.

  • Auxiliar Account: [Optional Dropdown] Select the external auxiliary account. It depends on the Movement Type.

Saving and Cancelling

  • Save: Validates the entries and updates the system. An error message will appear if mandatory fields are incorrect or if you attempt to add a duplicate material to the same kit.

  • Cancel / Close (X): Closes the modal and discards any unsaved changes.