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Initializing Material Order Confirmations

IN Material Order Confirm Init initializes material order confirmations so you can confirm orders quickly. You can also confirm manually on IN Material Order Confirmation (File → Initialize Confirmations from that form); Confirm Init is the faster multi-line path.

Update builds the confirmation batch and clears confirmed items from the grid — it does not post. Post with File → Process Batch. Review or edit batch lines on IN Material Order Confirmation before posting.

Before you start​

  • Materials are already on the material order and were pulled for the job (same lifecycle as Confirming IN Material Orders).
  • Prefer Confirm Init for multi-item orders; use Confirmation for single-line or after-init review.

Steps​

  1. Open IN Material Order Confirm Init (or reach it from Confirmation via File → Initialize Confirmations).
  2. Enter the confirmation Date and Material Order. All items on the order display in the grid.
  3. Optionally check Confirm the 'Remaining Units' for all Items to fill Confirm This Time with remaining units for every item (Remaining defaults to 0.00). Field defs: that default is remaining units less any remaining-unit changes already in the current batch.
  4. Edit Confirm This Time if needed. Negative values return units to stock.
  5. Optionally check Include Items where 'Confirm This Time' equals zero so zero-confirm lines stay in the batch (otherwise they are omitted).
  6. Review Remaining. If remaining units were initialized, it defaults to 0.00; otherwise Ordered − Confirmed To Date − Confirm This Time. Override is allowed — the system does not recalculate Confirm This Time, and overrides can leave negative remaining and understate committed costs and units.
  7. Click Update to create/add to the confirmation batch. Confirmed items clear from the grid.
  8. Repeat for each additional material order — each Update adds to the same existing batch.
  9. Optionally open IN Material Order Confirmation to review/edit sequences.
  10. File → Process Batch → validate → preview reports → post.

Key fields​

FieldBehavior
DateConfirmation date for this material order
Material OrderOrder to confirm
Confirm the Remaining Units for all ItemsFills Confirm This Time; sets Remaining to 0.00
Include Items Where Confirm This Time Equals ZeroKeep zero-confirm lines in the batch
Confirm This TimeUnits confirming now; negative returns to stock
RemainingOverride does not recalc Confirm This Time — can understate commitment

Hard rules​

  • Zero Confirm This Time lines are excluded unless the include-zero checkbox is on.
  • Overriding Remaining without adjusting Confirm This Time can understate committed costs and units.
  • One MO per pass; Update clears the grid; more MOs join the same batch until Process Batch.
  • Update ≠ post.

Notes​