Issue Material

Explanation

This activity is used to issue inventory parts or inventory-tracked rental tools you would need for your work task. You can choose to issue material manually or automatically. If you issue material manually, you can select the quantity you need. You can also select the inventory location from which the materials are issued. You cannot do this with automatic issue. 

It is possible to connect a user to one or multiple warehouses in in the User Connected to Warehouses window. This setup will effect the logic around how materials are reserved and issued.

Prerequisites

Before issuing material, decide how the financial transactions will be posted. These rules apply to work order issues:

• The status of the work task must be set to Released or higher.
• If the part to be issued is auto-repairable, information related to the repair work order to be created must be entered.

System Effects

• Inventory parts are issued at the required time.

If the Auto Repairable WO check box is selected for the part in the Inventory Part/Maint Info tab.

• A repair work order is created automatically with a work task and a planned return record, to return the repaired part to inventory.
• If the Copy Prepostings to Repair WO check box is selected, the work order prepostings will be copied to the repair work order.

If the user has connected warehouses in the User Connected to Warehouses window, the issue logic will work as below:

• Automatic Issue
• Will only be done from default warehouse. If reservations exist on other locations outside the default warehouse no issue will be done for the reservations outside the default warehouse.
• Manual Issue
• The dialog box will be filtered on the default warehouse. From the drop down it is possible to change the filter from default warehouse to user connected warehouses or all warehouses.

Window

Work Task
Prepare Work Order
Active Work Orders
Work Order Structure

Related Window Descriptions

Work Task
Prepare Work Order 
Prepare Work Order/Materials 
Report In Work Order 
Report In Work Order/Materials
Manual Issue

Procedure

Alternative 1:  Automatic Issue

1. Open the Work Task window, Prepare Work Order window or the Report In Work Order window and click the Materials tab.
2. Select one or more material line(s) you want to issue, right-click and click Issue. The selected  records will be updated accordingly. Note: You can only issue material automatically if the material is not serial tracked. The number of parts issued will be displayed in the Quantity Issued field. 
   Note: If a material line is not selected in the table it will not considered for automatic issue. Further, the unselected material lines will not reflect changes that may occur in parallel (for example, if a part is issued on another work order)

Alternative  2: Manual Issue

1. Open the Work Task window, Prepare Work Order window or the Report In Work Order window and click the Materials tab.
2. Select the material line you want to issue manually, right-click and then click Issue Manually. You can manually issue material that are serial tracked or not serial tracked.
3. Enter the quantity you want to issue from the selected inventory location. You can see the number of parts available in the inventory. As for parts that are serial tracked, you can select which part is to be issued.
4. The number of parts issued will be displayed in the Quantity Issued field of the material lines. Note: Only the records for the parts you manually issued will be updated. Further, the material lines that were not selected will not reflect changes to material that may occur in parallel (for example, if a part is issued on another work order).