Material Kit Setup
The Material Kit Setup module streamlines the process of adding resources to Work Orders or PMs by allowing agencies to group items that are frequently used together into a virtual "kit." Users can then add the Material Kit to a Work Order or PM Task through a single step, rather than adding the Material records individually.
- The city is getting ready to convert older electric meters to new smart meters that can be read remotely. So, it creates a Material Kit called "Meter Swap" that contains the items technicians will need to make the switch: two pipe connector clamps, four 1" lock-nuts, 2 ft of #6 gauge grounding wire, 2 ft of #2 gauge grounding wire, and eight wire connectors.
- Winter is over, and it's time for city road crews to complete spring pothole repairs. It creates a Material Kit called "Pothole Repair" that contains the items a crew will need to repair 10 potholes (the workday average): 55 gallons of asphalt binder; 10 bags of aggregate, five bags of sand, and 55 gallons of sealant.
How it works
On its own, a Materials Kit has no effect on inventory counts or costs. Only when a user adds a Kit to a Work Order or PM does Lucity copy the Kit contents to the Task's Materials grid, creating Material Resource records for each item.
- The user specifies the number of Units or Estimated Units of the Kit to add to the Work Order or PM. Lucity multiplies the Kit's Units value by the Units value of each Material in the Kit to determine the Units value of each new Material Resource record it adds to the Work Order or PM.
- If a Material in a Kit has a standard Unit Cost, that value is carried over to the Material record. The Unit Cost, multiplied by the Units value, determines the Total Cost of the Material. The Total Cost of each Resource is rolled up into the Task Cost.
- If the Materials in the Kit are linked to Lucity's Parts Inventory and the Units values are supplied, Lucity will disburse the items from inventory and alert the user of the action.
Creating kits
Creating a Material Kit is a three-step process:
- Create the Kit record.
- Assign the Kit to one or more Work Categories, making it easier for you to add Materials to the Kit and for users to locate the Kits that relate to the Tasks on the Work Order or PM.
- Add the Materials* you want to include to the Kit and identify the quantity of each item.
*Note that a Material Kit may consist only of Material records; you cannot add Fluid or Equipment records to a Kit.
Common tasks
To access the Material Kit Setup module, select Work > Administration > Work Flow Setup > Material Kit Setup.
How to create a Material Kit Setup record
How to associate a Category with a Material Kit Setup record