Materials

Manage work order materials on the Materials tab of the work order. Add new materials or update materials already on the work order. This ensures accurate customer billing and maintains current inventory records. It also offers detailed material tracking for regulatory compliance and reporting purposes.

The Materials tab might also include an Asset BOM (Bill of Materials) section.

Add materials to work orders

Add materials needed to complete a work order from the Materials tab. You can add materials to work orders in three ways: 

• From inventory

• On-the-fly

• Create material

Update

Update work orders with any changes in material usage and costs. You can also change the material to a different item.

1. Go to the Materials tab.

2. Locate the material you want to update and select Update from the Actions menu.

3. On the Main tab, update the following information as needed:

   • Item number: For items from inventory, updating the item number changes the material issued to the work order.

   • Warehouse

   • Items description: For on-the-fly items, updating the description changes the material issued to the work order.

   • Quantity: Changes the number of items issued.

   • Average cost

   • Billable: Select whether the cost of the item is billable.

4. Open the Chart to tab and update the following information as needed:

   • Asset

   • Account

   • Date issued: Changes the date the item was issued.

5. To add a comment about the update, open the Comments tab.

6. Select Update.

   The work order updates with changes to the material.

Delete

You might delete a material issue for several reasons, such as change in scope, cancellation of a task, or substitution.

1. Go to the Materials tab.

2. Locate the record you want to remove and select Delete from the Actions menu.

3. In the confirmation dialog, select Delete.

   The material is removed from the work order. For items added from inventory, the quantity that was issued to the work order returns to the warehouse inventory.