Issue Material

Issue is used to track inventory as materials are distributed for use. This also issues materials from a storeroom and assigns them to work orders (and entities), accounts, and/or employees.

PREREQUISITES:

  • Employees must have the Can Issue right given under Config > Groups. See Add or Edit a Group for more information.
  • Storerooms must be added under Config > Storeroom Materials. See Add or Edit a Storeroom for more information.
  • Material must be added under Config > Material and initialized with an audit transaction. See Perform an Audit for more information.
  1. Tap Issue from the menu.
  2. On the Material panel, select a Storeroom from the drop-down list. This changes the list of materials. Materials can only be selected from one storeroom at a time.

  1. Select materials from the list. See Search Materials for more information on using the search tabs to find materials.

NOTE: Assembly materials in the material list include an Add Parts check box. Selecting this check box, before adding the assembly to the Pending Issues list, enables users to edit the materials that make up the assembly once they have been added to the list.

  1. Enter the information in the Issue panel to issue the material.

For an explanation of the fields found on the Issue panel, see Issue Transaction Fields.

NOTE: To issue material to an account, employee, or a specific work order, see Assign Material to an Account, Assign Material to an Employee, and Assign Material to a Work Order.

  1. Tap Add to List to add the material to the Pending Issues panel.

You can filter the material in the list by tapping the search icon and typing the first few letters or numbers of the material name, bin location, or part number.

You can modify the Pending Issues panel in one of the following ways:

  • Tap the column icon to modify the columns shown, such as if a column is included, or to change the order of the columns. Alternatively, reorder the columns by dragging and dropping them. Any changes made to the column settings are remembered.
  • Tap the gear icon to adjust the number of rows shown in the panel. The number set in this panel will persist on all other transaction pages for the corresponding pending material panel.
  1. If you would like to add other materials to this issue transaction, tap Cancel in the Issue panel to clear the fields, then add another material to the list.
  2. To remove one of the records from the list, select the record and tap Remove Selected.
  3. Tap Commit to process all the issues listed. Tapping Commit will issue the material from the storeroom selected, and assigns them to the selected account, employee, and/or work order.

NOTE: When assembly materials have been issued to a work order, tap the Add assembly parts icon in ELM to individually view and add the component parts instead of the assembly item to the work order. See Material and ELM in the Office/Tablet 15.4 for AMS Guide for more information.