What is the process for issuing materials to a work order?
Once a work order is in an active workflow state type (e.g. Released), the component materials listed on the work order can be issued from the inventory to the work order.
The process for issuing materials to a work order depends on the material’s issue type.
- Manual Material Issue:
The materials can be issued to the work order by using the Material Issues application. The transaction quantity and issue location can be defaulted/specified at issuing the material.
If the material issue type is set to Manual on the work order, the material will be listed in the application by default. For other issue types, materials still can be manually issued from the application. Those materials will be shown on the application by checking the Show All Issue Types checkbox. - Backflushing Material:
- Material set to backflush at an intermediate paypoint will be automatically issued when reporting an operation completion at that paypoint.
- Material set to backflush at the final paypoint will be automatically issued when reporting an operation completion at the final paypoint.
- Preflushing Material:
The material will be issued when the work order is released. - Floor Stock:
If the issue type is Floor Stock, the material will not be issued directly to a work order transaction because it is readily available for use for all work orders. - Non-stock:
If the issue type is Non-Stock, the material will not be issued because it is not managed through inventory. - Unplanned Material Issue:
Materials that are not listed in the work order in advance can be issued by adding a line in the Material Issues application. Once an unplanned item is issued, it will be added to the work order’s Materials. - Reversal of Material Issue:
Entering a negative quantity on a material issue will remove the item from the work order and return it to inventory.
Materials cannot be issued if the item balance is not enough and the inventory settings doesn’t allow negative balance.
Materials cannot be issued when a work order is canceled or closed.