Adding a material line for used van warehouse items

  1. In the Materials tab, tap or click the plus button.
  2. In the Add Material 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. Select a product.
    The Product field displays the list of stock items from the local database from the user's van warehouse. The Item Number, Item Name, and the Serial number, if any, are displayed for each selection.
    Note: To scan the item bar code, tap or click the bar code icon.
    After selecting the Product, 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 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
  4. Specify the line type. A default line type is set upon display of the dialog.
    • 0: Normal order. A normal material issue.
    • 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.

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