Report Actual Material Use

You use the Materials subtab of the Actuals tab to enter and modify actual quantities, locations, and costs for items used on an approved activity. You can copy data from an existing plan, modify this data to reflect actual events, or insert new data.

If you apply a price schedule to the activity, actual material prices are calculated. You can view the price information in the Line Price field of each item. You can view all costs and prices in the View Costs and Prices window.

When you issue an item to the activity and it is not currently a spare part of the asset on the activity, it might be added to the spare parts list of the asset.

You can insert new rows until you close the record, but can edit information only until you save the record.

You can report actual material use in the following ways:

• Select multiple items

• Select items reserved in inventory based on the work plan

• Select spare parts for the asset

• Report materials individually

 To select multiple items:

1. Display the activity for which you want to report material use.

2. On the Materials subtab of the Actuals tab, click Select Materials to open.

3. In the Select Materials window, select one or more items.

4. Click OK. Each selection creates a new row on the Materials subtab.

5. Optional: Click View Details for the item and edit the fields you want to change.

6. Click Save Activity .

To select reserved items:

1. Display the activity for which you want to select reserved items.

2. On the Materials subtab of the Actuals tab, click Select Reserved Items.

3. In the Select Reserved Items window, select one or more items.

4. Click OK. Each selection creates a new row on the Materials subtab.

5. Optional: Click View Details for the item and edit the fields you want to change.

6. Click Save Activity .

To select asset spare parts:

1. Display the activity for which you want to select asset spare parts.

2. On the Materials subtab of the Actuals tab, click Select Asset Spare Parts.

3. In the Enter asset to search for spare parts field of the Select Asset Spare Parts window, specify a value. If you do not select a value for this field, all items in the database are listed in the Items table. If you enter the asset on the record, the window displays all spare parts for that asset. You might be able to click Search Navigator to search for parts. This is an optional feature that gives you instant access to asset information, such as detailed parts illustrations, photographs, documentation, and parts catalogs. If your company did not purchase the Navigator, and you click Search Navigator, a message indicates that the Navigator is not installed and cannot be accessed.

4. Click Refine.

5. Select the Select Row check box  for each spare part you want to add.

6. Click OK. Each selection creates a new row on the Materials subtab.

7. Click Save Activity .

To report items individually:

1. Display the activity for which you want to report material use.

2. On the Materials subtab, click New Row.

3. In the Item field, specify a value.

4. In the Task ID field, specify a value.

5. Optional: Click View Details for the item and edit the fields you want to change.

6. Click Save Activity .

See Also

View Costs and Prices

Select Price Schedule

Plan Materials