Assign Material to an Employee

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

PREREQUISITES:

  • Employees must be added in Designer. See Add or Edit an Employee in the Designer for 15.6 Guide for more information.
  1. Tap Issue from the menu.
  1. 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.

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

  1. Enter the information in the Issue panel below the material list, including the desired Employee.

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

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

You can filter the material in the list by tapping Filter records and entering 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 menu 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 Rows 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.
  1. To remove one of the records from the list, select the record and tap Delete selected records.
  1. To add an attachment, tap Add and browse to the desired file.

  1. Tap Commit to process all the issues listed.
  1. Tap Sign or Close on the Transaction Complete panel.

If you don't wish to sign the transaction now, see Capture a Signature on an Existing Issue Transaction for more information.

The selected material is now assigned to the desired Employee.