Assign Material to an Account

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

PREREQUISITES: The Account drop-down list must be populated in Designer > Preferences > Custom Codes > ACCOUNT.

1. Click Issue on the Storeroom toolbar.

2. 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.
3. Select materials from the list. See Material Panel for more information on using the search tabs to find materials.

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

4. Enter the information in the Issue To panel below the material list, including the desired Account.

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

5. Click Add to List to add the material to the Material to Issue section.

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.

6. 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.
7. To remove one of the records from the list, select the record and click Remove.
8. Click Commit to process all the issues listed and to assign the selected material to the desired Account.

 

Last updated 1/3/2020.

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