Add parts on a material list to an issue on the Issue/Return Parts form. If you enter a Material List on an issue header, the system enables the Material List hyperlink in the Transaction Details enabling you to add the parts on the material list to the issue. You can select which parts to add, and you can also modify the Bin, Lot, and Transaction Qty. for the part(s) to add to the issue.
You can issue parts on a defined material list to a WO–Activity multiple times. However, you can only issue parts on a temporary material list created by selecting parts for a work order to the work order for which the temporary list is created.
If the material list includes parts that are associated with equipment codes or equipment categories, the system only adds part records to the Transaction Details list that are associated with the equipment on the header or the equipment category or parts that are not associated with any equipment or equipment category.
Example:
You create MATERIAL LIST 1 with the following parts:
|
Line Number |
Part |
Quantity |
Equipment |
|---|---|---|---|
|
1 |
PART1 |
1 |
EQUIP1 |
|
2 |
PART2 |
1 |
EQUIP2 |
|
3 |
PART3 |
1 |
|
|
5 |
PART4 |
2 |
EQUIP4 |
|
6 |
PART4 |
3 |
EQUIP1 |
|
7 |
PART4 |
4 |
|
|
8 |
PART5 |
1 |
CATEGORY1 |
|
9 |
PART6 |
1 |
CATEGORY2 |
You then create a work order WO1 for EQUIP1 of CATEGORY1. After creating the WO1, you open the Issue/Return Parts form to issue parts to WO1. You enter MATERIAL LIST 1 as the Material List on the issue header and then click the Material List hyperlink, and then the system retrieves the following parts and quantities:
|
Part |
Quantity |
|---|---|
|
PART1 |
1 |
|
PART3 |
1 |
|
PART3 |
1 |
|
PART4 |
3 |
|
PART4 |
4 |
|
PART5 |
1 |
If a part on a material list is tracked by asset, then each by asset part on the
material list is entered on a separate line regardless of the Available Qty. and the system automatically enters 1 as the Transaction Qty.
To add parts on a material list to an issue:
-
Select Materials > Transactions > Issue/Return Parts.
-
Specify a WO–Activity, Project–Budget, or Equipment as necessary.
-
Specify this information:
Material List - Specify the material list from which to issue parts.
Department - Specify the department against which to issue the parts from the material list.
Date - Modify the date as necessary.
-
Click Material List.
-
Select the part on the material list for which to update the transaction details.
-
Modify this information as needed:
Bin - Modify the bin from which to issue the parts on the material list if necessary.
Lot - Modify the lot from which to issue the parts on the material list if necessary.
Transaction Qty. - Update the number of parts to issue from the pick ticket as necessary.
-
Click Add to List.
The Transaction Details list acts as a buffer to temporarily store the parts to issue
without actually issuing them until the transaction is submitted. You can add and
remove parts for the issue before submitting the transaction and saving the information
to the database.
To remove a part from the pick ticket from the Transaction Details list, select the part record to remove from the issue, and then click Remove from List.
-
Update additional parts from the material list as necessary.