Add a Material Issue

To add a new material issue, follow these steps.Add an Inventoried Material Issue

1. From the Materials module screen, select Material Issues.

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

3. Select the plus button (+) next to the Material Issues label.

4. Since this is not an Issue on the Fly material issue, make sure the field is set to OFF.

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

   • Enter an existing material or part number.

   • Select the Lookup button 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.

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

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

8. Under the Charge To section, add the information for how this material issue will be charged: to an account, work order, or asset.

   • Work Order: Select the Work Order field and then enter a valid Work Order Number, or select the Lookup button (...) and search for the work order.

   • Asset: Select the Asset field and then enter a valid Asset Number, or select the Lookup button (...) and search for the asset.

   • Account: Select the Account field and then select the account.

9. If you need to associate a Cost Center with the material issue, select the Cost Center field and then select the cost center to tie to the material issue.

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 to commit your changes.

Add a Non-Inventoried Material Issue

To add a non-inventoried material issue, follow these steps.

1. From the Materials Module screen, select Material Issues.

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

3. Select the plus button (+) next to the Material Issues label.

4. Change the Issue on the Fly from OFF to ON. The Warehouse field will be hidden.

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 section, add the information for how this material issue will be charged: to an account, work order, or asset.

   • Work Order: Select the Work Order field and then enter a valid Work Order Number, or select the Lookup button (...) and search for the work order.

   • Asset: Select the Asset field and then enter a valid Asset Number, or select the Lookup button (...) and search for the asset.

   • Account: Select the Account field and then select the account.

10. If you need to associate a Cost Center with the material issue, select the Cost Center field and then select the cost center to tie to the material issue.

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 to commit your changes. (Cancel takes you back to the Material Issue screen without entering the material charge.)