Material Kits
To streamline the process of creating Work Orders or PMs, agencies can associate an existing Material Kit(s) with Task Setup records. Later, when a user adds that Task to a Work Order or PM/Template as a Sub Task, the associated Material Kit(s) automatically is added to the Work Order or PM, as well.
Note that when you add a Material Kit to a Task Setup record, Lucity does not copy the Materials in the Kit to the Task Setup record's Materials grid. Only when a user adds the Task to a Work Order or PM as a Subtask will Lucity copy the items in the Material Kit to the Work Order's/PM's Materials grid.
More information about Material Kits
Material Kits grid
A Task Setup record's Material Kits grid lists Kits from the Material Kit Setup module that are associated with the Task by default.
- Users can add multiple Materials Kits of the same type to a Work Order or PM.
Using Grids >>
Grid Tools >>
Editable Grids >>
Using Forms >>
How to add a Material Kit to a Task Setup record
How to add multiple Material Kits to a Task Setup record
Task Setup > Material Kit Record Fields
Material Kit |
Indicates the unique ID code and name of this kit.
|
Alt Description |
Identifies the kit using an alternative or secondary name/description. |
Unit of Measure |
Indicates the quantity and type of measurement for the kit using a user-defined picklist. (For example: 1 each, 2 boxes, 1 container, etc.) |
Units |
Indicates the number of kits to assign to this task.
|
Estimated Units |
Indicates the number of kits that are expected to be used on the task. |
Account # |
Specifies the financial account number associated with the kit's use on this task. |
Proj No - Acct |
Specifies the project number associated with the kit's use on this task. |
Required.