Assign Material to a Work Order

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When you issue material, you can assign it to a specific work order.

PREREQUISITES:

A work order must be created first in Office. See Create an Attached Work Order or Create an Unattached Work Order in the Office/Tablet 15.2 for AMS Guide for more information.

Select a Storeroom from the drop-down list. This changes the list of materials. You may only select materials from one storeroom at a time.
Select materials from the list. See Material Panel more information on using the search tabs to find materials.

TIP: To select multiple materials use <Shift + click> or <Ctrl + click>.

Enter the information in the Issue To panel below the material list, including the desired Work Order Id.
Enter the Work Order Id or click the binoculars icon to find the work order.

Select the Status from the drop-down list. Multiple statuses can be selected.
Select an employee from the Submit To drop-down list. Multiple employees may be selected.

TIP: Click the X next to a status or employee to remove it from the search criteria, or press Delete on your keyboard.

Work orders matching the search criteria will appear below Search.

Select a work order and click Use selected work order. This will enter the Work Order Id into the field.

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

You can adjust the Quantity and the Unit Cost before committing the material, if desired.

NOTE: To view the unit of measure of the material, hover the mouse over the icon next to the Quantity.

If you would like to add other materials to this issue transaction, click Clear to clear the fields and add another material to the list.
To remove one of the records from the list, select the record and click Remove.
Click Commit to process all the issues listed and to assign the selected material to the desired work order.

Last updated 1/3/2020.