Select Materials

You use the Select Materials dialog box to select items and materials to report actual use on a work order. You can select multiple materials at once using the Select Materials action. You can only select and edit materials on the Actuals tab if the work order has been approved

To select materials:

  1. Display the work order for which you want to report actual material use.

  2. On the Materials subtab of the Actuals tab, click Select Materials to open the Select Materials 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. Click OK to add the item. 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 Materials 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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