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. 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, including the desired Account.

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.

See Navigating the Pending Issues Panel for more information.

  1. To add an attachment, tap Attach and browse to the desired file.
  1. Tap Commit in the lower-left corner 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 Account.