Assign Material to a Work Order

When you issue material, you can assign it to a specific work order. When it's issued to a work order, it's added as actual material in Office.

PREREQUISITES:

  • A work order must be created first in Office. See Create an Attached Work Orderin the Office and Tablet 15.7 for AMS 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.
  1. Enter the Work Order Id. If the ID is not known, tap the search icon to search for the work order. See Search for a Work Order for more information.

After the Work Order Id is entered, the Asset field and Task field will populate with any assets or tasks associated to the work order that you can specifically issue the material to.

  1. Optionally, select an Asset or Task.

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 Column menu 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 Rows 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 work order.