Add Materials to an Inspection

If the asset associated with the inspection you're working on has a materials list tied to it, you can select materials from the list to pass to work orders generated from the inspection schedule. To see the list of asset materials, you must be using the Inspection with Materials form.

To tie materials to an inspection schedule, follow these steps.

1. Create and save a new inspection schedule, or open an existing one.

2. From the Form drop-down menu, select a form that contains the Materials grid.

3. Select the Materials tab.

   The tab may have a different name, depending on the form. The Available Materials grid displays the materials associated with the asset.

4. In the Selected Materials area, click the New button.

   The Inspection Material dialog box opens.

5. From the Asset drop-down menu, select the asset from which you want to select a material.

6. In the Material field, enter a the material item number.

   You can click the Lookup button to locate an item. When a item is located, the Description is automatically displayed.

7. In the Quantity field enter the number of items this inspection schedule needs.

   This value doesn't have to equal the value listed in the Available Materials list.

8. From the Warehouse drop-down menu, select the warehouse from which the material should be issued.

9. Click Save to add this material, or Another to add this material and start another.

Repeat these steps as many times as necessary to select all materials you want to generate into material issues when a work order is created from this inspection.

In order for the work order material issues to generate from the inspection, the X12‑850 option must be turned off. To turn off the X12‑850 option, select Setup > Materials > Options.

When you're done, you can manually generate this inspection schedule or let it generate via Automatic Schedule Generation.