Concepts

Tasks

Settings

Entering a Material Issue

When reporting activity for a work order task or working with a warehouse, you can issue any material and charge it to a work order. This topic explains how to issue materials from an activity report.

For information about issuing materials from a warehouse, see Issuing Materials.

To Complete the Material Issue Dialog

1.	Open the Activity Report window and select the Resources Used tab, Materials tab. Click New Issue. The Report Material Issue dialog appears:

2.	In the Material issued area, complete the following information:

Setting Name

Description

Resource

Enter the resource number or browse to search for the resource.

From inventory

The warehouse inventory group the material will be issued from. To issue a regular inventory item, select the appropriate regular warehouse inventory group. To issue a consignment item, select the supplier’s warehouse inventory group.

Unit	For serialized resources, the specific unit. If you know the unit number, you can enter it here or select it from the list.

3.	In the Details area, complete the following information:

Setting Name

Description

Quantity issued

The quantity of the item being issued. This amount is subtracted from the on-hand quantity for the warehouse. For a serialized resource, the quantity is set to 1 and cannot be changed.

Quantity required

If the amount required is different from the amount issued (for example, stock is out), enter the required amount here. For a serialized resource, the quantity is set to 1 and cannot be changed.

New status

The new status for an issued serialized unit.

Issued by

The person issuing the material from stores.

Issued to

The person receiving the material.

Issued on

The date and time the material or tools were issued.

In the Charging information area, the work order, task, and asset are identified.

4.	When you are finished, click OK.