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 work order. You can copy data from an existing plan, modify this data to reflect actual events, or insert new data.

When you issue an item to a work order and it is not currently a spare part of the asset on the work order, the system may automatically add it 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 material actuals in the following ways:

• Select multiple items at once

• Select items reserved in inventory based on the work plan

• Select spare parts for the asset

• Report materials individually

 To select multiple items at once:

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

2. On the Materials subtab of the Actuals 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 Work Order .

To select reserved items:

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

2. On the Materials subtab of the Actuals tab, click Select Reserved Items to open the Select Reserved Items dialog box.

To narrow your search, click Filter.

3. To select an item, select the Select Record check box. 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 return the selected values to the record, click OK. Each selection creates a new row on the Materials subtab.

To cancel selecting materials and return to the record, 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 Work Order .

To select asset spare parts:

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

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

3. 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. If you enter the asset on the work order, the dialog box displays all spare parts for that asset.
   
   You might be able to search the Navigator by clicking Search Navigator. The Navigator 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, the system displays a message indicating that the Navigator is not installed and cannot be accessed.

4. After selecting an asset, 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.

6. Click OK to add the parts. 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 Work Order .

To report items individually:

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

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 report 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 Work Order , or click New Row to report another item.