Defining material lists

Certain work orders always require the same materials. A material list is a predefined list of parts that may be referenced on an activity of a work order, PM schedule, or standard work order to minimize data entry and ensure consistent material planning for jobs. First, define the material list header information, and then add part line items to the material list. Material lists must contain at least one part line item.

To define material lists:

  1. Open the Material Lists form.
  2. Click New Record.
  3. Organization—Enter the organization to which the material list belongs if you use multi-organization security.
  4. Material List—Enter a unique code identifying the material list, and then enter a description of the material list in the adjacent field.
    Note: Do not use the prefix "V-" in the Material List code. Material list codes with this prefix are reserved for system use only.
  5. Class—Enter the class of the material list. The classes shown belong to the MATL entity.
  6. Revision Status—Enter the revision status for the route. The system automatically populates Revision.
    Note: You can enter a Revision Status only if the PMRVCTRL installation parameter is set to Yes. Contact your system administrator for more information.
  7. Click Save Record.
  8. Click the Parts tab.
  9. Click Add Part Line. The system automatically populates Line Number with the next consecutive number according to the INCRLINO installation parameter.
  10. Part—Enter the part to add to the material list. The system automatically populates the part description, Part Org., Primary Manufacturer and Primary Manufacturer Part Number.
  11. Condition—Enter the condition if the part is a condition tracked parent part. If the selected part is a condition tracked child part, the system will automatically populate Condition.
  12. Quantity—Enter the quantity needed. The system displays the unit of measure in the adjacent field.
  13. Reserve—Select to reserve the part when this material list is requested on a new work order. If you mark the part line as Reserve, this setting will carry over to any work order activity on which the material list is selected, and the system will automatically reserve the part for the work order activity by creating a part reservation record in the indicated store for all material list parts flagged for reserve.
  14. Critical—Select if the part is critical to all work activities requiring the material list.
  15. Line Number—Modify the line number as necessary.
  16. Equipment—Enter the equipment associated with the part. The system displays the part for issue only when you associate the material with a work order that has the specified equipment. The system automatically populates Equipment Type and Equipment Org.
  17. Click Submit.