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Question

Materials Issue Process Flow

  • September 14, 2026
  • 1 reply
  • 11 views

Hi,

We recently implemented Acumatica and have identified a gap in our materials control process. We understand the transactional steps involved in PO receipts and issuing materials to production orders, but we're unclear on what should trigger the material issue/release process.

Specifically, we're trying to understand how a Materials Controller would know when newly received materials need to be issued to active production orders.

Is there a standard screen, inquiry, report, or Generic Inquiry that can be reviewed daily to identify:

  • Materials that have been received into stock
  • Open production orders requiring those materials
  • Any material shortages or items awaiting issue

We're looking for a practical way for the Materials Controller to manage and prioritise material releases to production on a day-to-day basis.

Any guidance on the recommended Acumatica process would be greatly appreciated.

Thanks.

1 reply

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  • Jr Varsity II
  • September 14, 2026

Hi ​@awaywell ,

Acumatica provides several standard screens to monitor production demands and shortages:

Hope it helps!!

Screen / Inquiry Screen ID What It Does & How to Use It
Material Shortage AM402000 Lists production order materials where required quantities exceed current inventory availability. It shows what is holding up production.
Critical Materials AM401000 Displays materials needed across production orders within a chosen date range, showing required quantity, available quantity, and purchase/transfer orders in pipeline.
Release Material / Create Issue AM502000 / AM300010 The mass-processing screen to generate and release Material Issues to open production orders based on order status, warehouse, and date.
Production Order Details AM209000 In the Totals / Materials tab of each order, you can review line-by-line what is AllocatedRemaining, and Issued.