1. In the Work > Administration > Work Flow Setup > Material Setup module, click the button.
2. Enter a Material code (required). This value must be unique.
3. Identify the item by name in the Material Text field (required).
4. Indicate whether this item is currently an Active Material in the Work program.
5. Enter or select the Purpose of the material.
6. Enter the Department, if any, that is associated with this Material by default.
7. Enter the Unit of Measure and Unit Cost.
8. Complete other fields as desired.
9. Click the button to save the record. The new Material now appears in the Material Setup grid.

1. In the Work > Administration > Work Flow Setup > Material Setup module, open the Material record that you want to deactivate.
2. Uncheck the Active Material box to indicate the Material is no longer active in the Work program.
3. Change the Material Status, if desired.
4. Click the button to save the record. The item will no longer appear in the Material pick-list on new Work Orders, PMs and Templates.

   Important Final Step: Check PMs, Crew Setup, and Task Setup records for this Material and remove it where found. This step ensures that the inactive Material is not automatically added to a PM or Work Order.

Warnings

• Users can delete a Material from a Work Flow Setup module. Doing so does not affect existing data (i.e., the deleted Material still appears in existing PMs and existing Work Orders (completed or incomplete); however, if users attempt to edit the Material on the PMs or Work Orders, they will be forced to pick a valid Material.
• Lucity will not generate a PM that includes a Material that has either been deactivated or deleted from the Material Setup module.

1. Open the Work > Administration > Work Flow Setup > Material Setup module.
2. Click to expand the Material record to which you want to add a Category.
3. Select the Categories grid and click Add . The Categories form appears.
4. Use the Category pick-list to select a category. This is a required field and must be unique to the Material.
5. Click Select.
6. Click Save to save the record. The new Category now appears in the grid.

1. Open the Work > Administration > Work Flow Setup > Material Setup module.
2. Select the Material you want to issue.
3. Click the Toolkit and select Issue Materials | Selected Record. The following pop-up appears, displaying the Material ID and Material Description of the selected Material.

   

4. Use the Issue to - Module picklist to select the module to which you want to issue the selected Material (required). This selection limits the options available in the Issue To - Record field.
5. Use the Issue to - Record picklist to select the asset or employee to which you want to issue the selected Material (required).
6. Enter the Units of this Material you want to issue to the selected asset or employee (required).
7. Enter the Requested Date (required).
8. Use the CS Warehouse ID picklist to selected the Finance Enterprise (FE) Warehouse from which this Material will be pulled.
9. Enter Lucity account information in the Account # or Project No - Acct fields, if desired.
10. Use the CS GL/JL fields to enter FE account information.

    OR

    Leave the CS GL/JL fields blank, and the system will automatically carry over the FE account information from the selected Material.

11. Select Ok.
    • A new Materials Issued record appears in the Work Flow Material Setup > Materials Issued grid, and in the Materials Issued grid of the Employee or Asset to which the Material was issued.
    • If FE Integration is enabled:
      • The issued Materials are linked to FE Stores Inventory Items.
      • The Material Issued's CS Status will update to NW (New).
      • The Material Issued's CS Requested Units will update with the units requested on the Stores Order.