Select Materials to Pass to the Work Order

If the asset associated with the PM schedule you're working on has a materials list tied to it (see this topic for more information), you can select materials from the list to pass to work orders generated from the PM schedule.

To see the list of asset materials, the form you are using must contain the Available Materials and Selected Materials grids.

To select materials to pass to the work order, follow these steps:

1. Open a PM schedule on the PM Edit page.

   You can create a new PM schedule or use PM Edit or PM Query to locate an existing PM schedule.

2. If not already open, select the form that contains the Materials grid from the Form drop-down menu.

3. Select the Materials tab.

4. The tab may have a different name, depending on the form.

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

   The PM Material dialog box opens.

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

7. In the Material field, enter the material item number.

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

8. In the Quantity field enter the number of items this PM schedule needs.

   This value does not have to equal the value listed in the Available Materials list

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

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

For the work order material issues to generate from the PM, the X12-850 option must be turned off by selecting Setup > Materials > Options.

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