Material Issue Page

The Main tab is where the majority of the required fields for the material issue exist. This tab is where you specificy which material/part you are charging to the work order.

• Warehouse - This is the location where the material or part is stocked. If you're entering a material-on-the-fly, you wouldn't fill this field in.

• Issue Item – This is the identifier for the material or part you're issuing to the work order. The Lookup button allows you to search for the material or part. If you're entering a material-on-the-fly, you wouldn't fill this field in.
• Description – Once Warehouse and Issue Item are filled in, the description of the material is auto-populated into this field. If you're entering a material-on-the-fly, and you didn't fill in the first two fields, you will type in a description of your material into this field.
• Quantity - Enter how much of the material you are issuing to the work order.  Quantity is used to calculate the Total Cost.
• Qty On Hand – When you enter a valid Issue Item identifier, TMS automatically displays the current quantity on-hand in the Warehouse you are issuing from. This is blank in the case of a material-on-the-fly.

• Received By – This drop-down menu allows you to select the individual, perhaps yourself, who received the material being issued.

• Billable – This drop-down menu allows you to indicate whether the material issue is billable (Yes or No). This field might be hidden, based on the general TMS option settings.

• Average Cost – When you enter a valid Issue Item identifier, TMS automatically displays the Average Cost listed in the material record. This field can be edited.
• Total Cost – TMS automatically calculates the total cost of the material issue by multiplying the Average Cost by the Quantity. This field might be editable based on the Materials options settings.

The Charge To tab allows you to specify how the material/part will be charged to the work order.

• Work Order – This field is pre-populated with the work order number that you are working on.  

• Procedure – If the work order for which you are issuing the material has a one or more procedures tied to it, this drop-down menu lets you choose a procedure/task for which the material/part is being charged.

• Asset – If the work order for which you are issuing the material has a one or more assets tied to it, this field is pre-populated with the asset identifier or first asset identifier in the case of multiple assets. The cost for material issues tied to multiple assets is evenly distributed across all of the applicable assets.

• Account – This field is pre-populated with the account from the work order. This might be the Account on the asset record, if an asset is attached to the work order. This field might be editable, based on the general TMS option settings.
• Cost Center - You would select a value for this field when the account tied to the work order is not the account being charged for this material/part. This field is required if the Require Cost Center option is enabled in the general TMS option settings.
• Date Issued and Time – This is the date and for which the material issue is being entered. By default, this is the current date. The date can be backdated, if needed, to indicate the actual date that the material issue took place. This time can also be reset.

• Contract (Contracts add-on module only) - This optional field is only available if the Contracts module is in use with your version of TMS. This field allows you to enter a contract identifier to tie an existing contract to this material issue.

• Contract Term (Contracts add-on module only) - If you entered contract in the field above, this drop-down menu allows you to select a specific contract term that applies to this material issue.

• Term Value and Contract Adjusted Cost (Contracts add-on module only) - If you selected a contract term, the Term Value is automatically populated with the value of the contract term you select (for example, a percentage off of the price of the material you are issuing). The Contract Adjusted Cost is the cost of the material after the adjustment from the contract term (for example, the original cost of the material, minus 10%, based on the contract term).

The X12-850 Data tab is only available if the Show X12-850 fields on Material Issues option is enabled in the Materials options settings. This option is used by organizations that have the X12-850 interface in use. The Comments tab allows you to add additional information about the material issue into the Comments field, the only field on the Comments tab.

• Vendor - This field allows you to enter the material's vendor, or select the Lookup button and search for the material's vendor.

• Catalog - This field allows you to enter the material's identifier from the vendor's parts catalog.

• Issue UOM - This drop-down menu allows you to select the unit of measure, like Each or Gallon, for the material or part you're issuing.

• PO Number - If the material issue should be tied to a purchase order number, you can enter that purchase order number in this option field.