Select Materials

You can select materials for the work plan on the Materials subtab of the Plans tab. The Select Materials dialog box allows you to apply multiple items at once to a work order.

If you plan items or materials from a storeroom, when you approve the work order the system reserves those items in Inventory for the work order.

If you plan items or materials that will be direct issue items, that is, items that are not currently located in a storeroom, when you approve the work order and run reorder direct issue items and services in the Inventory application, the system generates the purchase requisition for the item. When the system generates the PR, it enters the PR number in the PR field and the line number for the item or material in the PR Line field on the Materials subtab.

To select materials:

  1. Display the record for which you want to plan materials.

  2. On the Materials subtab of the Plans tab, click Select Materials to open the Select Materials dialog box.

To narrow your search, click Filter.

  1. To select an item, click Select Row. 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 add the item, click OK. Each selection creates a new row on the Materials subtab.

To return to the record without selecting materials, 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 and Quantity 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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