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 an "on-the-fly" material, see this topic.

Add a New 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. Since this is not an Issue on the Fly material issue, make sure the field 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 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.

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

8. 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

9. 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.

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

Update a 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 material charge you want to update.

4. Change the values you need to update.

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

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