Select Reserved Items

You use the Select Reserved Items dialog box to select items from a list of reserved inventory items on a work plan to report actuals. You can select multiple items at once in the Select Reserved Items dialog box. Select Reserved Items is only available when the current work order has a work plan and the work order has been approved.

To select reserved items:

  1. Display the work order for which you want to select reserved items.

  2. On the Materials subtab of the Actuals tab, click Select Reserved Items to open the Select Reserved Items dialog box.

To narrow your search, click Filter.

  1. To select an item, select the Select Record check box. You can select more than one item.

Note: To select all records displayed in the Items table window, select the Select All Records check box in the table header.

  1. To return the selected values to the record, click OK. Each selection creates a new row on the Materials subtab.

To cancel selecting materials and return to the record, click Cancel.

  1. If appropriate, you can edit the item's details. To make changes, click View Details for the item and edit such fields as Storeroom, Quantity, and others as needed.

  2. Click Save .

To find a particular value in the Select Reserved Items dialog box:

  1. In the filter field for one or more columns, enter a full or partial value. For example, to only find values that contain the letter L, enter L.

  2. Click Filter Table to find all records that match the criteria you entered in the search fields. To see the original list of values, click Clear Fields .

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