Plan Materials

You insert, view or edit planned materials or items for a change on the Materials subtab of the Plans tab. If the work plan is based on a job plan, the system copies all tasks and plan data from the job plan to the work plan. When you enter an item number in the Materials subtab, the item's description, location, category and unit cost are copied from the Inventory storeroom record.

You can plan materials in any of the following ways:

• Select multiple items at once

• Select materials from vendor catalogs

• Select spare parts associated with the work order's asset

• Plan individual materials

To select materials using the Select Materials dialog box:

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.

3. 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.

4. 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.

5. If appropriate, you can edit the item's details. To make changes, click View Details for the item and edit such fields as Storeroom, Quantity, and others as needed.

6. Click Save .

To select materials from vendor catalogs:

Note: This option is only available to you if your implementation has this feature. See your system administrator for more information.

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

2. On the Materials subtab, click Search Catalogs.

3. In the Select Catalog dialog box, select the vendor catalog you wish to view.

4. Click Search. The system redirects you to the online vendor catalog.

5. On the Search Catalogs page, select the items you wish to add to the record.

6. Follow the on-screen instructions to return the vendor catalog items to your record.

To select spare parts:

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

2. On the Materials subtab, click Select Asset Spare Parts to open the Select Asset Spare Parts dialog box.

3. In the Select Asset Spare Parts dialog box, in the Enter asset to search for spare parts field, click Detail Menu and select an option to retrieve a value. If you do not select a value for this field, in the Items table, the system lists all items in the database.

4. Click Refine. The system displays the spare parts for the selected asset in the Items table window.
   
   You can click Filter to narrow your search.

5. Select the Select Row check box  for each spare part you want to add to the job plan or work order.

6. To add the parts, click OK. Each selection creates a new row on the Materials subtab.

To return to the record without adding the spare parts, click Cancel.

7. Click Save .

To plan materials individually:

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

2. On the Materials subtab, click New Row. The Row Details open.

3. In the Item field enter an itemcode or click Detail Menu and select an option to retrieve a value.

4. To plan an item for a specific task, enter a value or click Select Value in the Task ID field to select a value.

5. Enter or modify data in the Storeroom, Cost, Quantity and other fields as needed.

6. Click Save , or click New Row to plan another item.