The material plan
The material plan lists the parts and quantities needed for the build, calculated from the bill of materials (BOM).
Partix creates the plan from the released BOM. You cannot add lines to it manually.
How materials are calculated
Partix checks the stock available for each item in the BOM:
- If enough stock is available, the plan uses that item directly.
- If an assembly is short, the plan includes the parts needed to build the missing quantity.
For example, if a build needs four gearboxes and three are in stock, the plan uses those three and adds the parts needed to build one more.
Stock is counted only once
If a part appears in several places in the BOM, they share the available stock. Five units in stock cover five units in total. Items nearer the top of the BOM use stock first.
Quantities: net and gross
| Net | What the structure calls for — quantity per unit times the build quantity |
| Gross | Net plus overage, which is what actually gets reserved |
Overage is configured on the part, as a percentage or a fixed amount, for material you expect to lose in processing. When the unit of measure cannot be split, the gross is rounded up — you cannot reserve two-thirds of a connector.
The plan shows both quantities so you can see how much extra material is included.
Availability and shortage
Each line reports what is on hand against what it needs. Anything the reservation could not cover shows as short.
For help with missing material, see When material is short.
One line per part
Lines are merged by part. If the same fastener appears in six places in the structure, the plan has one line for it with the demand added up, not six lines to reconcile.
Each line keeps a trail showing where in the structure the demand came from, so you can still answer "why does this build need 48 of these?"
The plan is frozen at creation
Once the order exists, its plan is a record of what was decided. Later edits to the BOM do not reach back into a work order that is already running.
To build a changed structure, raise a new order against the new revision.
Unit cost is frozen too
Each line stores the unit cost at the moment of planning, so a later price edit cannot move what this build was planned to cost. The cost the build is actually charged comes from what was issued — see How a build is costed.