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. To enter an"on-the-fly material issue, follow these steps. For nformation on entering a non-OTF material issue, see this topic.

Add a New On-The-Fly Material Issue

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 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. 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 when you're done. (Cancel takes you back to the work order without entering the material charge.)

Update 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. (Cancel takes you back to the work order without entering the material charge.)

To delete an on-the-fly material issue from the work order, swipe over the record and select the Delete button when it appears.