Create an Inventoried Material Issue

Inventoried materials are typically those materials or parts that you store in a warehouse or other type of storage. You can issue inventoried materials to a work order on the Work Order Edit screen.

You can reach the Work Order Edit screen by going to Work Orders > Edit and entering a valid Work Order Number, or by going to Work Orders > Query and searching for the work order.

To create a material issue for an inventoried material, follow these steps:

1. On the Work Order Edit screen, select the Materials tab, or other tab with the Material Issues grid, if you are using a custom form.

2. In the Material Issues area, click New. The Material Issue screen opens.

3. Select a Warehouse.

4. Enter an Issue Item number or use the Lookup button to search for and select the material you need to issue to the work order.

5. In the Billable drop-down menu, indicate whether the material is billable (Yes or No).

6. Enter a Quantity of the material being issued. The Quantity On Hand field is updated automatically.

7. To indicate who received the material, select a resource from the Received By drop-down menu.

8. The Average Cost value and the Total Cost populate automatically. If you need to enter a different cost for the material, do so in the Average Cost field.

9. Select the Charge To tab.

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

11. If there is one or multiple assets associated with the work order, the asset is shown in the Asset field. To tie the material issue to a different asset, select another one from the Asset drop-down menu.

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

12. The Account field populates with the account tied to the work order. If you want to change the account, select a new account from the drop-down menu.

13. 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.

14. Enter any contract information that is necessary in the Contract, Contract Term, Term Value, and Contract Adjusted Cost fields.

    Note:

    Any discount or markup applied to a material issue or time charge with a Contracts 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.

15. If the Show X12-850 fields on Material Issue option is enabled, see the Use the X12-850 Fields section for more information.

16. Enter any comments for the material on the Comments tab.

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