Issue Material

Explanation

This activity is used to issue inventory parts or inventory-tracked rental tools you would need for your work order. 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. 

Prerequisites

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

• The work order is controlled by work order pre-posting using the accounting rules type T50. If pre-posting is not entered, then posting control in Accounting Rules is used.
• Miscellaneous purchasing uses the accounting rules for type M50.
• If you use additions to cover administrative costs, use accounting type M51. This accounting type uses the accounting from M50, except for the code parts that are controlled. 

Before issuing a part, the following must have been completed:

• The inventory part must have been entered in IFS/Inventory and the required quantity available.
• The status of the work order 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.
• 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

Prepare Work Order
Report In Work Order

Related Window Descriptions

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 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 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).