Setting up Raw Materials

Tracking Raw Materials is a powerful feature to incorporate into your LUNA CMP implementation. By tracking Raw Materials, you can introduce traceability starting with your different suppliers. 

Set Up wise, you'll first create the structure in which to check the materials into the system, and then with Implementation, you'll check the Raw Materials into the system to begin using in other stages. 

Set Up

1. Create Varieties in Settings.
   1. Hover over your username and click Settings.
   2. On the side menu on the left, select Varieties under Organization.
   3. Click + Add Variety and enter Name, Type, and Code (if applicable).
2. Create Resources in Settings (NOTE: this can be skipped if you have similar material templates already set up in Planning that you can duplicate).
   1. Hover over your username and click Settings.
   2. On the side menu on the left, select Resource Units under Organization.
   3. Click the + Add Resource Unit button.
   4. Enter the Unit, Variety, and potentially other fields:
      1. Type denotes how the product is measured, be it in weight, volume, or count. For weight and volume, you'll have predetermined measures in the Unit field. With count, you'll be able to define the unit field. 
      2. Unit will either be a predetermined measurement, or a free field to fill out. 
      3. (Optional) Additional Info is used if the Unit field is set to a unit of measurement and acts like an additional descriptor. Grams of what? Wet weight. Pounds of what? Harvested lettuce. Feet of what? Netting. 
      4. (Optional) Decimal Precision is how many decimal spots will be displayed.
3. Create a Batch Unit in Settings.
   1. Hover over your username and click Settings.
   2. On the side menu on the left, select Batch Units under Organization.
   3. Check the list to ensure you don't already have a 'Material Check-In', 'Check-In', or some form thereof.
   4. If the Check-In batch unit does not exist, click + Add Batch Unit button.
   5. Type 'Material Check-In' into the field and click Save.
4. Add a template in your Materials stage in Planning.
   1. To create from scratch.
      1. On the Planning tab, click + Add Template and fill out the Stage, Variety, Template name, and Batch Unit. Click Save to start editing the template.
      2. Within the template, the two areas to pay attention to: 
         1. On the Start task, set the batch quantity to 1 Material Check-In & the zone to Storage (or whatever else you have assigned to the Raw Material Stage).
         2. On the Finish task, click to the Output tab and set the output as the specific resource you created in Step 2 above.
   2. To duplicate an existing template
      1. THIS IS OFTEN THE EASIER OPTION.
      2. Find the similar material templates already set up in Planning and click the Duplicate button.
      3. Select the new Variety and rename the Template name.
      4. The Resource Unit will automatically be copied over. Simply review the details of the Start and Finish tasks, including the Output tab on the Finish task, to ensure all data was copied over appropriately.
5. Add the Material Resource as an Input in the respective templates.
   1. In the non-Material stage templates, find the appropriate template that uses the Material that you've juste created. Click into the template to begin editing. 
   2. On the tasks where a material is used, click the Edit button on the task and navigate to the Input tab.
   3. Select the Resource Unit from the dropdown and enter the amount that is consumed for the set batch quantity. In other words, if you've set your batch quantity to ten plants, then how much of the raw material will be used for those ten plants? 
   4. Last step is to select how you want to consume the materials: 
      1. Manual: the user will select the specific material lot from which to draw each time.
      2. FIFO: First In, First Out - the oldest material lot will automatically be consumed.
      3. LIFO: Last In, First Out - the newest material lot will automatically be consumed.

Implementation

You've set everything up, next is to check materials into the system and start consuming them. 

1. Checking in Materials is a two step process: 
   1. Click the Start Now button on the specific material template in Planning.
      1. Minimal details should need to be filled in on this batch start page. Two notes:
         1. Leave the batch quantity set to 1. This field does not reflect how many of that item you're checking into the system, rather it reflects 1 material order. 
         2. The Batch or Lot ID can either be updated to reflect the Lot number that the manufacturer assigned, or you can leave as-is to reflect the date that it was checked into the system.
      2. Click the Save Batch button.
   2. Click into your newly created batch and check off the Finish task. Here you'll be prompted to finish the check-in process by entering the quantity of product you're checking into the system and click Finish.
      1. Note: you cannot start consuming materials into other batches until you've clicked off this Finish task. This finish task represents full receipt of the product.
2. Start consuming! When you start a batch, or check off a task with an input defined, an Inputs tab will appear. Navigating to this tab, you'll be able to select the quantity and material lot (batch ID) used.