Add and Update On-The-Fly Material Issues

In the Work Order Edit screen, you can add a new material charge or update an existing one. In this topic, we will cover entering an "on-the-fly" material issue. For information on entering a non-OTF material issue, see this topic.

Add a New On-The-Fly Material Issue

To add a new on-the-fly material issue, follow these steps:

1. Open a work order in Work Order Edit.

2. Select the Charges tab (or other tab with the Material Issues grid, if using a custom form).

3. Select the Add button next to the Material Issues label.

4. Change the Issue on the Fly from OFF to ON which will hide the Warehouse field .

5. Select the Item Description and enter a description for the material issue.

6. Select the Quantity field and enter the quantity of the material you are issuing.

7. Select the Cost field and enter a dollar amount for the material.

8. Select the Billable field and then specify whether or not the material issue is billable.

   The following options are enforced (if enabled) on this screen:

   • Show Billable Field

   • Allow Direct Editing of Average Cost

   • Allow Direct Editing of Quantity on Hand

   • Allow Edit of Total Cost in Material Issues and Time Charges

   • Allow Non-Inventoried Items

9. Under the Charge To Information section:

   • To charge to an asset when there are multiple assets: Select the Asset field and then the asset to which the time should be charged

   • To charge to an account other than the default: By default, the Account value is the account tied to the work order. If you need to change it, select the Account field and then the account that the material issue should be tied to

   • To charge to a cost center: Select the Cost Center field and then select a cost center to which you want tie the time charge

10. By default, the Issue Date is the current date

    If you need to change this date, select the Issue Date field and then select the date for the material issue

11. If you need to enter Comments about the material issue, select the Comments text field and then enter your comments

12. Select Save when you're done or select Cancel to go back to the work order without saving the material charge

Update or Delete an On-The-Fly Material Issue

To update an on-the-fly material issue, follow these steps:

1. Open a work order in Work Order Edit.

2. Select the Charges tab (or other tab with the Material Issues grid, if using a custom form).

3. Select the material charge you want to update.

4. Change the values you need to update (You can change any field but the Issue on the Fly field).

5. Select Save when you're done or select Cancel to go back to the work order without saving the material charge.

To delete a material issue from the work order, swipe over the material issue and select the Delete button when it appears.