Add or Update a Material Issue

In the Work Order Edit screen, you can add a new material charge or update an existing one. For information about entering materials "on-the-fly", see this topic.

Add a New Material Issue

To add a new 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 Add next to the Material Issues label.

4. Verify that Issue on the Fly is set to OFF.

5. Select the Warehouse field and then select a warehouse from the list.

6. In the Item field, do one of the following:

   • Enter an existing material or part number.

   • Select Lookup next to the field and search for an item to add.

   • Select the Item field and then select the Scan button that appears at the top of the keyboard so that you can scan the item's barcode. Once the barcode is scanned, the item's information will populate.

7. Select the Quantity field and then enter the quantity of the item that you want to issue.

8. If you need to update the cost of the item, select the Cost field and enter a new value and the Total Cost field updates automatically.

9. Select the Billable field and then select Yes or No.

   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

10. 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

11. 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

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

13. Select Save when you're done or Cancel to take you back to the work order without saving the material charge

Update a Material Issue

To update a 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

5. Select Save when you're done or Cancel to take you back to the work order without updating the material charge

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