HF-MES-manual/en/production_configuration/material_model.md

Material Model Management

1. Function Overview

Material Model Management belongs to the basic module of the MES system. It is used to build core data such as material classification, material basic information, and BOM (Bill of Materials) for the enterprise, providing material basic data support for production planning, material procurement, warehouse management, cost accounting, and other business modules.

Core Functions:

• Material Category List: Maintain the classification system of materials, manage by material type
• Material Information Management: Maintain basic material information, material attributes, units of measure, etc.
• BOM Management: Maintain the material composition list of products, define the quantity relationship between products and materials
• Unit of Measure: Define standard units for measuring material quantities, such as pieces, items, kilograms, meters, etc.

Function Screenshot:

2. Term Explanation

Term	Definition	Description
Material Category	Material Category, unit for classifying materials	Used to distinguish different types of materials
Material Information	Material Information, basic attributes and characteristics of materials	Including material code, name, specification, unit, etc.
Bill of Materials	BOM, Bill of Materials, product composition list	Defines the quantity relationship between products and materials
Unit of Measure	Unit of Measure, standard unit for measuring material quantities	Such as pieces, items, kilograms, meters, etc., belongs to material information attributes
Material Code	Material Code, unique identification code of materials	Unique number in the material management system

Data Model Relationship Description:

flowchart TB
    subgraph Material Category List
        MCA[Material Category A]
        MCB[Material Category B]
    end

    subgraph Material Information Management
        MI1[Material Info 1]
        MI2[Material Info 2]
        MI3[Material Info 3]
    end

    subgraph BOM Management
        BOM1[BOM A]
        BOM2[BOM B]
    end

    MCA -->|1:N| MI1
    MCA -->|1:N| MI2
    MCB -->|1:N| MI3

    BOM1 ---|N:M| MI1
    BOM1 ---|N:M| MI2
    BOM2 ---|N:M| MI2
    BOM2 ---|N:M| MI3

Relationship Description:

Relationship Type	Description
Material Category List → Material Information Management	1 to N: A material category can contain multiple material information entries
BOM Management ↔ Material Information Management	N to M: A BOM can reference multiple materials, a material can be referenced by multiple BOMs
Material Information Management → Unit of Measure	Attribute: Unit of measure is one of the attributes of material information

Simplified Relationship Diagram:

flowchart LR
    A[Material Category List] -->|1:N| B[Material Information Management]
    C[BOM Management] -.->|N:M| B

    B -->|Contains| D[Unit of Measure]
    B -->|Contains| E[Material Specification]
    B -->|Contains| F[Material Attributes]

3. Material Model Interaction Flow

3.1 Material Category List Management

3.1.1 Material Category Description

Material category is a unit for classifying materials, used to distinguish different types of materials for easy retrieval and maintenance.

Function Screenshot:

3.1.2 Add Material Category

Operation Steps:

1. Go to [Production Configuration] → [Material Model] → [Material Category List]
2. Click [Add] button
3. Fill in basic information
4. Click [Save] to complete category creation

Field Description:

Field	Description	Required
Material Category Code	Unique identification code of the category	Yes
Material Category Name	Name of the category, e.g., "Raw Materials", "Semi-finished Products"	Yes
Remarks	Other supplementary information	No

[Important] Once the material category code is enabled, it cannot be modified or deleted. Please confirm carefully when creating.

Function Screenshot:

3.1.3 Material Category Query

Query Conditions:

Query Condition	Description
Material Category Code	Exact query by material category code
Material Category Name	Fuzzy query by material category name
Parent Category	Filter by parent category

3.2 Material Information Management

3.2.1 Material Information Description

Material information is core data describing the basic attributes and characteristics of materials, including material code, name, unit of measure, etc. It is the foundation of enterprise material management.

Material Information Characteristics:

• Uniqueness: Each material has a unique material code
• Standardization: Material information has unified data specifications and standards
• Relevance: Material information can be referenced by BOM, work orders, warehouse, and other modules

Function Screenshot:

3.2.2 Add Material Information

Operation Steps:

1. Go to [Production Configuration] → [Material Model] → [Material Information Management]
2. Click [Add] button
3. Fill in basic material information
4. Click [Save] to complete material information creation

Field Description:

Field	Description	Required
Material Code	Unique identification code of the material	Yes
Material Name	Name of the material	Yes
Material Category	Associated material category	Yes
Unit of Measure	Unit of measure for the material, such as pieces, items, kilograms, etc.	Yes
Remarks	Other supplementary information	No

[Note] The material code cannot be modified after creation. Please confirm carefully when creating. [Important] Once material information is referenced by BOM or other documents, it cannot be deleted.

Function Screenshot:

3.2.3 Material Information Query

Query Conditions:

Query Condition	Description
Material Code	Exact query by material code
Material Name	Fuzzy query by material name
Material Category	Filter by material category
Material Type	Filter by material type

Function Screenshot:

3.3 BOM Management

3.3.1 BOM Description

BOM (Bill of Materials) is core data defining the composition relationship between products and materials, recording which materials a product consists of and the quantity ratio of each material. BOM is an important basis for production planning, material procurement, and cost accounting.

BOM Characteristics:

• Hierarchy: Supports multi-level BOM, reflecting the product assembly structure
• Quantity Relationship: Clearly defines material quantities and ratios at each level
• Version Management: Supports BOM version changes and historical traceability

Function Screenshot:

3.3.2 Add BOM

Operation Steps:

1. Go to [Production Configuration] → [Material Model] → [BOM Management]
2. Click [Add] button
3. Fill in basic BOM information
4. Click [Save] to complete BOM creation

Field Description:

Field	Description	Required
BOM Version Code	Unique identification code of the BOM	Yes
BOM Version Name	Name of the BOM, e.g., "Bill of Materials for Product A"	Yes
Product Code	Associated product model	Yes
Status	Status: Enabled, Disabled	Yes
Remarks	Other supplementary information	No

[Important] Once a BOM is referenced by a production work order, it cannot be deleted.

Function Screenshot:

3.3.3 Set BOM

Operation Steps:

1. Go to [Production Configuration] → [Material Model] → [BOM Management]
2. Select the BOM to set, click [Set BOM] button
3. Select the corresponding process, configure material information and input quantity in IN/OUT

BOM Item Field Description:

Field	Description	Required
IN/OUT	Material input and output of the process	Yes
Material Category	Referenced material category	Yes
Material Code	Referenced material code	Yes
Material Name	Referenced material name	Yes
Input Quantity	Quantity of this material used to produce one product	Yes
Unit	Unit of measure for material quantity	Yes

[Note] The same material code is not allowed to appear in the same BOM. [Note] The unit of measure for BOM items should be consistent with the unit of measure in material information.

Function Screenshot:

3.3.4 BOM Query

Query Conditions:

Query Condition	Description
BOM Code	Exact query by BOM code
BOM Name	Fuzzy query by BOM name
Product Model	Filter by product model

3.4 Unit of Measure Management

3.4.1 Unit of Measure Description

Unit of measure is an attribute of material information, used to standardize the measurement of material quantities. The system predefines common units of measure and supports user-defined units of measure.

Common Unit of Measure Types:

• Quantity Units: pieces, items, pieces, sticks, units, sets
• Weight Units: kilograms, grams, tons, pounds
• Length Units: meters, centimeters, millimeters, inches
• Volume Units: liters, milliliters, cubic meters
• Area Units: square meters, square centimeters

Function Screenshot:

3.4.2 Add Unit of Measure

Operation Steps:

1. Go to [Production Configuration] → [Material Model] → [Unit of Measure]
2. Click [Add] button
3. Fill in basic unit of measure information
4. Click [Save] to complete unit of measure creation

Field Description:

Field	Description	Required
Unit Code	Unique identification code of the unit	Yes
Unit Name	Name of the unit, e.g., "pieces", "kilograms"	Yes
Remarks	Other supplementary information	No

[Note] System predefined units of measure cannot be modified or deleted. [Important] Once a unit of measure is referenced by material information, it cannot be deleted.

Function Screenshot:

3.4.3 Unit of Measure Query

Query Conditions:

Query Condition	Description
Unit Code	Exact query by unit code
Unit Name	Fuzzy query by unit name
Unit Type	Filter by unit type