Material Resources

A Work Order Task can include a list of materials (e.g., pipes, fertilizer, fencing, gravel) used to complete the task. These records, which are referred to as Material Resources, are used to collect cost data related to the task.

An agency can choose to link Material records to corresponding records in Lucity's Warehouse > Parts Inventory module. Through this relationship:

  • the Work Order system gathers necessary cost data from the Inventory system, allowing it to calculate the cost of the work; and
  • the Inventory system gets information about the quantity of the material that was used on the Work Order, allowing it to keep its inventory up to date and replenish its stores.

 

Materials grid

A Work Order Task's Materials grid lists materials associated with that work activity.

Materials can be added to a Task in several ways:

Using Grids >> Grid Tools >> Editable Grids >> Using Forms >>

How to add a Material to a Task

How to disburse Parts

How to create a Requisition from Work Order Material Resources

How to attach a Material record to an existing Requisition

How to view an existing Requisition from the Work Order module

Material record fields

Resource*

Serves as the user-defined, unique ID for the material.

  • The list of Material Resources comes from the Work > Administration > Work Flow Setup > Material Setup module.
  • By default, this picklist displays Materials associated with the Work Order's Category. You may, however, opt to Show All records.

    • If you have the Ability to Associate permission, a prompt appears when you close the record asking if you would like to associate the selected Material with the Work OrderCategory.
  • If the Work Order includes Fleet or Equipment assets, users also have the option to show Linked Materials in the Material Resource pick-list.

    • When enabled, the system looks at the Work Order Asset's inventory record to determine whether it has related records in its Components > Subcomponent grid.
    • Only Materials in the asset's Subcomponent grid are displayed in the Resource list.

Alt Description

Provides a secondary description of the material.

UPC Code

Displays the bar code associated with the material.

If the Material Setup record is linked to a Parts Inventory record and a user enters the Part's bar code in this field, the system automatically populates the Material record's Resource field with the Material's ID.

More information about Materials and Parts integration

Department

Identifies the section of the organization that uses the material.

Division

Identifies a subsection of the organization that uses the material.

Class

Distinguishes the material using agency-defined criteria.

Group Number

Assigns the material to a particular group of Task Resource records.

For example, the Group Number field can be used to group an Employee with a specific piece of Equipment or with Materials that they are authorized to use.

Account #

Indicates the reference number for the general account billed for the work that's being done.

  • The system can be configured to handle account numbers in various formats. The format dictates how users complete this field. More information about Account Number formats
  • If this field is blank on the Material Setup record and this Material is brought into the Work Order from a Material Kit, the Kit's Account # value will populate to this field when used on a Work Order.
  • If this field is left empty and the "Populate empty WO Resource Acct# w/Task" Work Option is enabled, the system copies the Account # on the Task record here.

Note:  If this value is blank, the system will first check for this value to copy from a related Material Kit before the related Task.

Proj No - Acct

Indicates the reference number for a specific project account that should be billed for the material's use on a task.

  • An agency can configure EAM to handle project numbers in various formats. The configuration determines how users complete this field. More information about Project Account Number formats
  • If this field is blank on the Material Setup record and this Material is brought into the Work Order from a Material Kit, the Kit's Proj No - Acct value will populate to this field when used on a Work Order.
  • The system automatically applies the Task's Proj No - Acct value to related Resource records if the Resource's Project Number Account # field is left empty and the "Populate empty WO Resource Acct# w/Task" Work Option is enabled.

Note:  If this value is blank, the system will first check for this value to copy from a related Material Kit before the related Task.

* Required.

 

More Material record fields