Materials

The Assets > Materials tab provides information about materials linked to an asset. Associate materials with this asset, and they will be included in all future PM schedules for this asset.

Your organization's administrator sets up a default form within the Classic TMS modules. The display of tabs, field groupings, and fields varies depending on whether it's in Create, Update, or Query mode.

The tabs and fields you see within this content may differ from those configured by your organization's administrator. Use this information as a guideline.

The default page view is List view, which displays all information in a spreadsheet-like format. Card view displays the same items as blocks. You can switch between views on desktop platforms by clicking either the list or card icon located at the upper right of the list. Mobile phone and tablet devices only display Card view.

The Materials tab includes sections that you expand or collapse.

1. On the Assets > Material tab, in the Materials section, click Add.

   The Add asset material issues window opens.

2. Enter the material information:

   • Material: Enter an existing material number and click Search.

   • Description: Populates automatically based on the item number. It's helpful for those who are not familiar with part numbers on their own.

   • Quantity: The amount of material issued.

3. Click one of the following:

   • Add to add the material.

   • Add another to keep the window open and add another asset material.

   • Cancel to cancel the process.

Update material

Change the quantity of materials.

1. On the Assets > Material tab, in the Materials section, find a material to update.

2. Select Update from the Actions menu on the left of a row.

3. In the Add asset material window, in Quantity, enter a value and click Update.

Update Status

1. Change Status for the asset, and select Update.

2. The Status change details dialog opens.

3. In Reason for change, enter a reason.

4. Select Update to save the change.

   If you close the dialog or leave Reason for change blank, the app doesn’t save the change. Status returns to the previous value, and a message explains that the change wasn’t saved.

Remove material

Remove materials from assets.

1. On the Assets > Material tab, in the Materials section, find a material to remove.

2. Select Remove from the Actions menu on the left of a row.

3. In the confirmation message, click Remove.

   The system removes the asset from the work order while the asset record remains in the database.

4. Click Update to save the asset.