Adding a material line for order initiated items

  1. In the Materials tab, tap or click the plus button.
  2. In the Add Material Line screen, select the Inventory accounted check box.
    This sets the screen to display columns that can only be updated when adding a stock material.
  3. In the Online Item Search section, specify this information:
    Warehouse
    Defaulted with the user’s reference warehouse.
    Warehouse Location
    This field is set depending on the selected Warehouse.
  4. Depending on the set values, you can browse through a list of item warehouse from the item balance table (MITBAL) or through a list of item in warehouse locations (MITLOC).
    A prompt is displayed where you must specify a search value.
    After records are returned, select an item to add.
    After selecting the item for the material line, these columns are set:
    • Component number
    • Description
    • Warehouse : Defaulted with the user's van warehouse.
    • Warehouse Location : Defaulted with the user's van warehouse location.
    • Lot number : Enabled if item is lot controlled.
    • Stock quantity : Becomes a reference when reporting Quantity (ordered).
    • Issue method : If 4 or 6, you can specify the Report value when adding a new material line. If 1, the Report value column is disabled for update.
    • Basic unit of measure
    • Lot control method
  5. Specify the line type. A default line type is set upon display of the dialog.
    • 0: Normal order. A normal material issue. column.
    • 1: Order initiated PO. Create a PO proposal for delivery to the normal warehouse.

      The Supplier and Delivery Address columns are enabled.

    • 2: Direct delivery PO. Create a PO proposal for delivery to various addresses such as the customer or the technicians home.

      The Supplier and Delivery Address columns are enabled.

    • 3: Distributed DO. Creates a distribution order to deliver parts to an address.

      The From Warehouse and Delivery Address (optional) columns must be specified.

  6. Specify the Quantity (ordered)
  7. To save the record, tap or click SAVE . If you opt to discontinue the transaction, click CANCEL.