Plan Materials

You insert, view or edit planned materials or items for a release on the Materials subtab of the Plans tab of the Releases (SP) application. If the work plan is based on a job plan, all tasks and plan data are copied 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.

If you enter any item that is identified as a hazardous material, information for the hazard is inserted on the Safety Plan tab. If you later want to remove that hazard from the Safety Plan tab, you must delete the item from the Materials subtab first.

If you apply a price schedule to the release, estimated material prices are calculated. View the price information in the Line Price field of each item that you add. View all costs and prices in the View Costs and Prices dialog box.

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 materials individually.

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.

3. To select an item, click Select Row. You can select more than one item.

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

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 Release .

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 release 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. You are redirected 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 release 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, all items in the database are listed in the Items table.

4. Click Refine. The spare parts for the selected asset are displayed 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 release.

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 Release .

To plan materials individually:

1. Display the release 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 item code 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 Release , or click New Row to plan another item.

See Also

Report Actual Material Use

View Costs and Prices