1. In the Work Orders > Tasks grid, click the to expand the Task record to which you want to add a material.
2. Select the Materials grid and click Add . The Materials form opens.
3. Use the Resource picklist to select a material (required).
4. Enter a Group Number if you intend to group the material with other resources on the Task.
5. Enter the number of Units of the material to be used. Adjust the Unit of Measure if necessary.
6. Complete other fields as desired.
7. Click Save to save the record. The new item now appears in the Work Order Task > Materials grid.

   Note: If the Material is linked to a Parts Inventory record, the system alerts the user of the parts disbursal when the Materials record is saved.

When a user adds a Material that is linked to a Parts Inventory record to a Work Order, and then enters the number of Units and saves the record, the system displays a picklist of Warehouses in which the Part (material) may be found.

• The Needed field displays the quantity required to perform the task, as indicated in the Units field on the Material Resource record.
• The Allocated field displays how many units of the material have been allocated to this Work Order > Task. This value changes as the user disburses parts from the warehouse(s) that have the part.

To disburse parts:

1. Enter the number of parts to be pulled from each warehouse in the field next to each location. Once the Allocated value equals the Needed value, the user has disbursed the required parts.
2. Make sure the number Allocated is the same as the quantity Needed.
3. Click Disburse.

More information about the Materials/Fluids and Parts Inventory integration

1. In the Work Orders module, click the to expand the desired Work Order record.
2. In the Work Order > Tasks > Materials grid, select a Material record for which you want to create a Requisition.
3. Click the Toolkit in the Materials grid and select the Create Requisition for Selected Material | Selected Record tool. A pop-up appears.
4. Enter a Required By Date for the requisition (required).
5. Click OK. The tool creates a Material Requisition record for the selected Material and automatically populates the following fields:
   • Requisition No.,
   • Work Order #,
   • Fiscal Year,
   • Entered Date, and
   • Total Amount (showing the estimated total cost of the material).

   The system also adds a record to the Requistion's Details grid that contains information carried over from the Material record, including:

   • Estimated Unit Cost,
   • Estimated Total Cost,
   • Work Order #, and
   • Required By Date.

1. In the Work Orders module, expand the desired Work Order record.
2. Expand a record in the Tasks grid. the desired Work Order record.
3. Select a record in the Material Resources grid. The record must meet the following conditions in order to run the tool:
   1. not already be attached to any Requisition;
   2. be attached to the same Work Order as the desired Material Requisition;
   3. be linked to a Parts Inventory record; and
   4. include an Estimated Units quantity that is greater than the Units quantity.
4. Select the Toolkit and select the Attach To Existing Requisition | Selected Record tool.
5. The toolkit runs and attaches the Material to the existing Requisition. A confirmation notification will appear in the bottom corner of the screen.

1. In the Work Orders module, click the to expand the desired Work Order record.
2. In the Work Order > Tasks > Materials grid, select one or more Material records for which you want to see related Requisitions.
3. Click the Toolkit in the Materials grid and select the Go To Existing Requisition | Selected Record(s) tool. The system launches a Material Requisition view for each related Requisition.