Issue Material
Explanation
This activity is used to issue inventory parts or
inventory-tracked rental tools you would
need for your work task. You can choose to issue material manually or automatically. If
you issue material manually, you can select the quantity you need. You can also select the
inventory location from which the materials are issued. You cannot do this with automatic
issue.
It is possible to connect a user to one or multiple warehouses in in the User Connected to Warehouses window. This setup will effect
the logic around how materials are reserved and issued.
Prerequisites
Before issuing material, decide how the
financial transactions will be posted. These rules apply to work order issues:
- The status of the work task must be set to Released or higher.
- If the part to be issued is auto-repairable,
information related to the repair work order to be created must be entered.
System Effects
- Inventory parts are issued at the required time.
If the Auto Repairable WO check box is selected for the part in the
Inventory Part/Maint Info tab.
- A repair work order is created automatically with a work task and a
planned return record, to return the repaired part to inventory.
- If the Copy Prepostings to Repair WO check box is selected, the
work order prepostings will be copied to the repair work order.
If the user has connected warehouses in the User Connected to Warehouses
window, the issue logic will work as below:
- Automatic Issue
-
Will only be done from default warehouse. If reservations exist on other locations outside the default warehouse no issue will be done for the reservations outside the default warehouse.
-
Manual Issue
- The dialog box will be filtered on the default warehouse. From the drop
down it is possible to change the filter from default warehouse to user
connected warehouses or all warehouses.
Window
Work Task
Prepare Work Order
Active Work Orders
Work Order Structure
Related Window Descriptions
Work Task
Prepare Work Order
Prepare Work Order/Materials
Report In Work Order
Report In Work Order/Materials
Manual Issue
Procedure
Alternative 1: Automatic Issue
- Open the
Work Task window,
Prepare Work Order window or the
Report In Work Order window and click the
Materials tab.
- Select one or more material line(s) you want to
issue, right-click and click Issue. The selected records will
be updated accordingly.
Note: You can only issue material automatically
if the material is not serial tracked. The
number of parts issued will be displayed in the Quantity Issued
field.
Note: If a material line is not selected
in the table it will not considered for automatic issue. Further, the
unselected material lines will not reflect changes that may occur in
parallel (for example, if a part is issued on another work order)
Alternative 2: Manual Issue
- Open the
Work Task window,
Prepare Work Order window or the
Report In Work Order window and click the
Materials tab.
- Select the material line you want to issue manually, right-click and then click Issue
Manually. You can manually issue material that are serial tracked or not serial tracked.
- Enter the quantity you want to issue from the selected
inventory
location. You can see the number of parts available in the inventory. As for parts that are serial tracked, you can select
which part is to be
issued.
- The number of parts issued will be displayed in the Quantity
Issued field of the material lines. Note:
Only the records for the parts you manually issued will be updated. Further,
the material lines that were not selected will not reflect changes to
material that may occur in parallel (for example, if a part is issued
on another work order).