Material Kit Resources

If you frequently use the same group of materials to complete a particular type of work, you can use Lucity's Material Kit function to streamline the process of adding Material Resources to a Work Order Task.

Kits are simply virtual groupings of Materials; as such, they do not track the costs of the items they contain or change inventory quantities of those items. Only when you attach a Material Kit to a Work Order does Lucity initiate two important workflow processes: 1) It calculates the costs of the Kit’s Material Resources into the Work Order; and 2) if those items are related to Lucity's Parts Inventory, it disburses the parts.

Material Kits can be added to a Work OrderTask in two ways:

  • You can add a Material Kit manually.
  • Or, if the Task's related Task Setup record lists a default Material Kit, Lucity automatically adds that kit to the Task's Material Kits grid and adds the Materials in the Kit to the Task's Materials grid.

More information about Work Order Tasks and Material Resources

 

Material Kit grid

A Work Order Task's Material Kit grid lists groups of supplies associated with that work activity.

 

Using Grids >> Grid Tools >> Editable Grids >> Using Forms >> How to add a Material Kit to a Task

How to populate dates and units for selected record(s)

How to split selected Kit record(s)

More information about Material Kit Setup

Material Kit record fields

Material Kit *

Indicates the unique ID for the kit. Records in this picklist come from the Work > Administration > Workflow Setup > Material Kit Setup.

Alt Description

Enables users to use another form of identification for the kit.

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 used on this task.

  • The Material Kit's Units value is used to calculate Units for individual Materials on the Work Order:
    Material Kit Units x Material Kit Materials Units = Work Order Material Units
  • If using in conjunction with Parts Inventory, note that when the Units are added to the Work Order, they are automatically disbursed from the inventory.

Estimated Units

Indicates the number of kits that are expected to be used on the task.

Account #

Specifies the 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.