Material Issue - Non-inventoried Material

The Material Issue page is used to issue materials or parts from a warehouse (or a material-on-the-fly) to an account, an asset, or a work order. You can also specify a procedure that is associated with the work order.

A material must be placed in a warehouse before it can be issued or received.

To issue a non-inventoried material item, follow these steps:

1. From the Materials menu, select Material Issue.

2. From the Warehouse drop-down menu, select the warehouse to which you want to add a material issue.

   This value is required even for a non-inventoried material item.

3. From the Date drop-down menu, select the date.

4. In the Transactions area, click New.

   The Material Issue window opens.

5. Skip the Issue Item field.

6. In the Item Description field, enter a brief description of the non-inventoried material item.

7. In the Quantity field, enter the quantity of items being issued.

   The Quantity On Hand field is updated automatically. Negative quantities are allowed.

8. From the Received By drop-down menu, select a resource to indicate who received the material.

9. The Average Cost value populates automatically, however, you can modify this value if you need to enter a different cost for the material item.

10. The Total Cost field is calculated automatically, however, you can modify this value if you need to and have the ability to (based on TMS options).

11. Select the Charge To tab.

12. If there is a procedure tied to the material issue, select the procedure you want to associate with the material from the Procedure drop-down menu.

13. If there are assets associated with the work order, an asset is shown in the Asset field.

    To tie the material issue to a different asset, select it from the Asset drop-down menu.

    On multiple asset work orders, the first asset on the work order is displayed.

14. To issue the material to a work order, enter a valid work order number in the Work Order field.

15. To issue the material to a specific procedure associated with the work order you entered, select the procedure from the Procedure field.

16. To issue the material to an asset (which might or might not be associated with a work order), select an asset from the drop-down menu, if available, or enter a valid Asset Number.

    You can also click the Lookup button and search for an asset to tie to the material issue.

17. The Account is required and is automatically completed when you select a work order or asset.

    If you want to change the account, select an account from the drop-down menu.

18. The Date Issued and Date Issued Time populate with the current date and time.

    Update either of these fields to indicate a different day and time for the material issue.

19. Enter any contract information that is necessary in the Contract and Contract Term fields.

    Important!

    Any discount or markup applied to a material issue or time charge with a contract term will not be applied to the Total Cost on the work order, or the Cost field on a material issue or time charge. The discount or markup will only be visible in the Contract Adjusted Cost field on the applicable material issue or time charge.

20. If the Show X12-850 fields on Material Issue option is enabled, fill in the fields marked with a red *. (See this section for more information.)

21. Click the Comments tab and enter comments for the material on the Comments field.

22. Click Save to submit the material issue, or Another to submit this material issue and enter another.