Add a Materials Grid to a PE Schedule Form

Unlike with tying asset materials to a PM schedule, there is only one set of steps for adding material lists to a PE schedule.

The Show X12-850 fields on Material Issue option must be disabled to generate PMs with materials. To disable this option, select Setup >Materials > Options, clear the Show X12-850 fields on Material Issue check box, and then select Save.

To add the Materials grid to a PE Schedule form, follow these steps:

1. Create a new PE Schedules form or open an existing form in the Form Designer.

2. Click the tab labeled New Tab.

3. In the Tab Name field, enter a name, for example, Materials.

4. Select a tab layout.

   You can select the Full Tab Layout or a split type, if you want to add more grids/fields later.

5. In the Show in Mode area, select Edit Mode.

6. Click Add Tab.

7. Select the tab you just created.

8. Expand the Grids list in the elements pane.

9. Drag and drop the Selected Materials grid onto the tab.

10. Position the tab where you want it in the tab order.

11. Click Save to save your changes.

Users can now tie a list of necessary materials to a PE schedule and automatically generate material issues when a work order is generated from PEs created with this form.