¶ Purpose
Alloy Type is used to classify materials based on their metal group or alloy family (e.g., Ferrous, Non‑Ferrous, Aluminum Alloy, Copper Alloy). It helps the ERP system to standardize alloy classification, group materials logically, simplify selection during purchasing and production, improve reporting and analytics, support quality control by material family, enable structured material hierarchy. The Alloy Type master ensures clear material categorization and better system-wide control.
¶ Prerequisites
- Access rights must be assigned to the user responsible for adding, editing or deleting alloy type details.
- Alloying Elements Master must be defined.
¶ Add Alloy Type Details
The Alloy Types Master- Mode: New screen allows the user to add alloy type details.
Navigation: Main – Menu → Masters → Master -Items → Alloy Types → Add
- The user can search for particular details based on the Alloy Type and Main Element.
- The Alloy Types screen displays details, such as the Alloy Type and Main Element.
- Click Add to add the new alloy type details, and the screen will appear as shown below.
- The Alloy Types Master- Mode: New screen is divided into two sections as listed below.
- Details
- Alloys
- The Details section allows the user to add alloy details such as the Alloy Type and Main Element.
- The user must enter details such as the Alloy Type.
- The user must select the appropriate Main Element.
- Click the New Form icon, to add new element details.
- Click Save, the following message will appear.
- Click Yes, to add alloy details.
¶ Add Alloy Details
The Alloy Master- Mode: New screen allows the user to add alloy details.
Navigation: Main – Menu → Masters → Master - Items → Alloy Types → Edit → Alloy Types Master- Mode: Edit →Alloys →Add
- The user must select the appropriate Alloy Type from the left panel of the screen.
- Once the user selects the alloy type, the corresponding details will appear automatically.
- Click Edit, the following screen will appear.
- Click Add, and the following screen will appear.
- The user must enter details such as the Code and Name/ Desc.
- The user can enter details such as the Long Description.
- Click the New Form icon, to add new Alloy Type details if required.
- The user can upload an attachment if required.
- Click the Attachment icon, to select the file from the specific location.
- Click the Delete icon, to delete the added file.
- Click Save, the following message will appear.
- Click Yes, to add alloy composition, alloy mechanical properties and alloy microstructure.
¶ Edit or Delete Alloy Type Details
The Alloy Types Master- Mode: Edit screen allows the user to edit or delete added or existing alloy type details if required.
Navigation: Main – Menu → Masters → Master -Item → Alloy Types → Select Alloy Type → Edit
- The user must select the appropriate Alloy Type from the left panel of the screen.
- Once the user selects the alloy type, the corresponding details will appear automatically.
- Click Edit, the following screen will appear.
- The user can edit alloy details such as the Alloy Type and Main Element.
- Click Save, to save the edited details.
- Click Delete, the following message will appear.
- Click Yes, to delete, and the alloy type details will disappear from the left panel of the screen.
Note: The user can delete the alloy type details only if they are not used in any transactions or masters.
¶ View Details in Tree or Grid
The Grid View and Tree View options allow the user to view alloy type details either in a tabular format or in a hierarchical structure for easier navigation and understanding.
- Click Grid View to view details in tabular format (rows and columns), as shown below.
- Click Tree View to display data hierarchically (parent-child structure), as shown below.
- The user can expand or collapse nested items to view relationships or categories.
¶ Search Alloy Type Details
The Search option allows the user to search for a alloy type.
- Click Search, and the screen will appear as shown below.
- The user must select the appropriate Filter On and Filter Text from the dropdown list.
- The user must enter the corresponding filter value and press Enter key.
- Once the user presses Enter key, the corresponding list will appear on the left panel of the screen.
¶ Print Alloy Type Details
The Print option allows the user to print the added or existing alloy type details.
- Click Print, the following screen will appear.
- Click Filter, to search for details.
- Click Sort, to arrange details in either ascending or descending order.
- Click Settings, to adjust Columns, Fonts, Row Height, Fit To Page, Page Setup and Printer Setup.
- The Set Col Details option allows the user to adjust column width as required.
- The Font option allows the user to edit Font Family, Font Style, Size, Effects and Scripts as required.
- The Auto Row Height option allows the user to adjust row height if required.
- The Fit to Page option allows the user to scale the content to fit the page if required.
- The Printer Setup option allows the user to configure the Printer, Print Range and Copies details if required.
- The Page Setup option allows the user to set the Paper Size, Orientation (Portrait or Landscape) and Margins in Inches (Left, Right, Top and Bottom) details as required.
- Click Export to Excel, to view details in Excel.
- Click Print, to print details.
- Click Print Preview, to view details before printing.
- Click Close, to navigate to the Alloy Types screen.
¶ Bulk Update - Update Alloy Type Details
The Bulk Update option allows the user to edit existing alloy details at once.
- Click Bulk Update, and the following screen will appear.
- The user can edit the Alloy Type and Main Element if required.
- Click Save.
¶ Functional Use Cases
| Sl. No. | Use Case | Business Scenario | Functional Outcome in ERP |
|---|---|---|---|
| 1 | Create Alloy Classification | New metal family introduced. | Standard classification available. |
| 2 | Group Alloys | Multiple grades under same family. | Structured material grouping. |
| 3 | Purchasing Selection | Buyer filters by alloy type. | Faster vendor/material selection. |
| 4 | Production Planning | Plan by metal category. | Accurate planning by material group. |
| 5 | Quality Control | Inspection rules differ by metal group. | Standardized QC parameters. |
| 6 | Reporting & Analytics | Management needs group-wise analysis. | Alloy-type-wise reporting. |
| 7 | Integration with Alloy Master | New alloy created. | Mandatory mapping to alloy type. |
¶ Use Case Scenario
- Click here for a detailed use case scenario.
¶ Transaction Checklist
| Sl. No. | Checklist Item | Description |
|---|---|---|
| 1 | Alloy Type Code | Define unique code. |
| 2 | Alloy Type Name | Enter classification name (Ferrous, Aluminium Alloy, etc.). |
| 3 | Parent Category | Map under metal group if hierarchy exists. |
| 4 | Description | Enter brief explanation of alloy family. |
| 5 | Applicable Industry | Define applicable usage (Casting, Forging, etc.). |
| 6 | Default Quality Parameters | Define default quality rules (if required). |
| 7 | Duplicate Check | Ensure no duplicate classification. |
| 8 | Authorization Check | Verify user rights. |