UNCLASSIFIED//FOUO

MATERIAL SITUATION REPORT

EXCESS MANAGEMENT

CW2 ROB STRICKLAND UNCLASSIFIED//FOUO

 UNCLASSIFIED//FOUO

PROBLEM
BLUF: There are several important steps that are involved with ensuring
the Material Situation Report is managed appropriately. Utilize ZISSUE to
issue materials to open reservations, and issuing Class IX repair parts given
by the ERPS for on hand stock to a work order are imperative to maintain
accountability. Additionally, processing actual turn-in recoverable items
through YOBUX to remove them from the MATSIT.

The MATSIT for several unit SLOCS have accrued several items which are
classified as “excess” from improper management and procedures in place
to account for material. This has left units with several excess lines in the
MATSIT that they physically do not have the parts in their respective Motor
pool to turn in or issue. Removing these items and ensuring sound policies
and procedures are put in place will prevent this from happening in the
future.

CW2 ROB STRICKLAND UNCLASSIFIED//FOUO

 UNCLASSIFIED//FOUO

MATERIAL SITUATION
The Following paragraphs can be found in AR
MATSIT 710-2 (Supply Below the National Level)
2–23. Shop Stocks

SHOP STOCK a. Shop stocks are demand-supported repair parts and

consumables stocked within a support-level maintenance
BENCH STOCK
activity, with a support-level maintenance mission authorized by an
41% EXCESS
50% MTOE, TDA, or JTA. They are used to accomplish maintenance
requests or programmed repair.

10% 2–23. Bench Stocks

a. Bench stocks are low cost, high use, consumable Class 2, 3

(packaged), 4 and 9 (less components) items used by
maintenance personnel at an unpredictable rate. Bench stocks
Material Situation Types consist of common hardware, resistors, transistors, capacitors,
wire, tubing, hose, ropes, webbing, thread, welding rods,
Shop Stock- sandpaper, gasket materiel, sheet metal, seals, oils, grease and
• ZV (Demand Supported) repair kits. Only small arms repair parts coded CIIC “U” are
authorized for bench stock.
• ZM (Command Add) No more than 10%
• ZP (Provision-New Equipment) Excess

Bench Stock- a. Unserviceable or serviceable Class IX items that need to be

• PD w/X (Bench Stock) turned back in to the Supply Support Activity (SSA).
b. Lines in the MATSIT that have not been issued to a work
Excess- order, or not physically on hand in the Motor pool after a
• PD line with no Safety Stock or Storage Bin Location physical inventory has been conducted.
c. Material in the MATSIT that the O/H quantity is higher than the
SS/ROP set.

CW2 ROB STRICKLAND UNCLASSIFIED//FOUO

 UNCLASSIFIED//FOUO

Physical Inventory and Excess Item

Consolidation
1. The first thing that needs to happen with excess item cleanup in the
MATSIT is to conduct a 100% wall to wall inventory of items you physically
have on hand in your Motor pool. This includes Class IX items for SS/BS
you wish to keep, as well as recoverable, and excess Class IX items that
must be turned in. Ensure this reflects in GCSS-A under the respective
MATSIT.

2. Assign Storage Bins in the MATSIT for items to be kept on stock,

adjusting the appropriate MRP type and SS/ROP as necessary. Assign
bench stock indicator (X)

3. Consolidate all excess items for turn in at a designated location in the

Motor pool. A good practice is to label them in the MATSIT as “turn in” until
they can be processed in YOBUX and executed for turn in at the SSA.
Additionally, ARCOP will show “excess” items as stock you have on hand
over the safety stock or reorder point set in GCSS-A.

CW2 ROB STRICKLAND UNCLASSIFIED//FOUO

 UNCLASSIFIED//FOUO

PHYSICAL INVENTORY STEPS

Adobe Acrobat
Adobe Acrobat
Adobe Acrobat Document
Document
Document

Adobe Acrobat
Adobe Acrobat Document
Document

Adobe Acrobat
Document

Note: Double-click Adobe

Adobe Acrobat
Document thumbnails to access
embedded GCSS-A
Transaction Guides

CW2 ROB STRICKLAND UNCLASSIFIED//FOUO

 UNCLASSIFIED//FOUO

ZISSUE
One of the first things to clean up the excess material in your
MATSIT is to ensure you run ZISSUE for each respective
SLOC to issue items to open reservations (manual and work
orders). This should be done before you inventory. Double
Click
Ensure the date is removed from the first box in ZISSUE. This
will show all items ready for issue for reservations.

Parts received that are assigned to work orders should

immediately be issued to the respective Admin number in
GCSS-A, or Storage Bin for SSL replenishment upon return
from the SSA after being (Post Good Receipt) PGR’d. This ZISSUE
TRANSACTION
prevents the items from staying in the MATSIT under that GUIDE

SLOC as a PD MRP type item.

CW2 ROB STRICKLAND UNCLASSIFIED//FOUO

 UNCLASSIFIED//FOUO

MB25/MB22
*I have found in some instances that after ZISSUE has been ran there
still might be some open manual reservations for material showing OH
in the MATSIT. To confirm this you could run T-CODE MB25 to see if
there is any open reservations tied to that material number for that
specific SLOC. If there is, use MB22 to final issue and delete the
manual reservation completely. This will prevent orders from
repopulating once you have consumed material you do not have on
hand in your MATSIT initially.
Double Double
Click Click
This will remove the requirement that the
material number is tied to in GCSS-A, so
that when you later remove the item from
the system through MIGO it will not
repopulate and reorder.
MB25 MB22
TRANSACTION TRANSACTION
GUIDE GUIDE

CW2 ROB STRICKLAND UNCLASSIFIED//FOUO

 UNCLASSIFIED//FOUO

MATSIT CLEANUP
While there is no “good” way to clean up excess items in the system if not physically
turned in, the best way I have found is to MIGO (201 MVT) to the cost center from the
MATSIT after ZISSUE has been run. To execute this you would open up transaction
code (T-Code) MIGO in GCSS-A and follow the transaction guide for a M201
movement type to consume the O/H quantity in your MATSIT for the material number
associated per SLOC.

*Note: The safety stock and reorder point must be cleared prior to this step.
Also, remove any bench stock indicator (x) or storage bin from the line.
Double
Click
Do this for each item you physically do not have on
hand in your Motor pool per your inventory, or set aside for actual
turn in. You are complete once the MATSIT you are working on
has no material when opened in ISDFPS/DISP_MAT_SIT.

MIGO (201)
TRANSACTION
GUIDE

CW2 ROB STRICKLAND UNCLASSIFIED//FOUO

 UNCLASSIFIED//FOUO

MATSIT CLEANUP cont.

Excess in the MATSIT can also be identified in the SLOC that you keep
your SS/BS, defined by differences in your safety stock/reorder point
versus what you actually have on hand. For instance, you have 25 Half
Shafts on hand, and your safety stock is 15, 10 of those are considered
“excess” and will be associated as such in ARCOP. To combat this you
can either turn in the excess or adjust your SS/ROP for that material.

A good practice also is to ensure you look at your MATSIT for all
assigned SLOCS continually, ensuring no items are missed or left in
there that are not issued to an open work order. When you pull your
MATSIT for the SLOC you keep your SS/BS in it should have all Storage
Bins associated for every material number. Only recoverable turn ins
(batch F/H, etc.) that have not been processed in YOBUX would be
unassigned in the MATSIT.

CW2 ROB STRICKLAND UNCLASSIFIED//FOUO

 UNCLASSIFIED//FOUO

WORK ORDER MANAGEMENT

Proper work order management and procedures is a critical part of ensuring
the MATSIT stays in a good state. Every part that comes in from the SSA
must be issued to the work order using ZISSUE, IOT prevent that material
staying in the MATSIT as an excess item. Additionally, every time a
mechanic needs a part from shop or bench stock to repair a piece of
equipment a work order must be created and the parts issued to that work
order. This will properly consume the material in GCSS-A under that
equipment and keep your inventory accurate at all times.

If the above does not happen continually, with additional routine checks of
each SLOCs MATSIT periodically, the same practices that caused the
MATSIT to be flooded with “excess” parts will eventually build up again.
Having a shared understanding combined with a set up Battle Rhythm with
your shop office ERPS will keep this in line. These practices with proper
work order management will ensure that the MATSIT is free from excess in
the future.

CW2 ROB STRICKLAND UNCLASSIFIED//FOUO