Issue Non-Inventory Materials for a Work Order

Non-Inventoried materials are those materials or parts that are typically not stored in a warehouse or other type of storage. You can create a non-inventoried material and issue it 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 a non-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 the New icon. The Material Issue screen opens.

3. In the Item Description field, enter a description of the non-inventoried material.

4. Tab or click off of the Item Description field.

5. TMS will ask if you are trying to create a new material or a material on-the-fly. Select Material on the Fly. Click Ok.

6. Enter a Quantity of the material being issued. The Quantity On Hand field does not update, since the material is non-inventoried.

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

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

9. Enter a cost for the material in the Average Cost field. Total Cost is updated automatically.

10. Select the Charge To tab.

11. 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.

12. 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.

13. 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.

14. 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.

15. 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.

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

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

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