Materials User Guide (without Financials)

Once you have available quantities of materials in your inventory, you can issue them for use. This helps track which materials are available and which have been issued for installation.

• Required User Permissions

• Users must be added to your project's Directory to appear in the 'Issued to' field.

• After you submit a direct issue document and the status is 'Final', you can only edit the following fields:

  • Attach files

  • Custom Fields

  • Notes

• 'Available' and 'Issued' quantities are updated when you submit the direct issue document.

• Materials must have a 'Quantity Available' in inventory to be issued:

  • Materials were received.

  • Materials were added through an adjustment.

  • Materials were transferred to the project.

1. Navigate to the project's Materials tool.

2. Click the Inventory tab.

3. Mark the checkbox next to the materials you want to issue.

4. Click Add to New Document and select Direct Issue.

5. Enter the general issue document information.

   Show/Hide Fields

   • Direct Issue Name. The name of the direct issue document.

   • Issued to. Select the user in your project's Directory to issue the materials to.

   • Notes. Notes about the direct issue document.

   • Attachments. Upload any attachments related to the direct issue document.

     1. Click Attach File.

     2. Select the file and click Open to attach it.

6. Enter the issue information for each line item.

   Show/Hide Fields

   1. Enter the Quantity of items to issue from each location, or click Add All to issue all quantities from that location.

   2. Enter any Notes.

7. Save or submit the direct issue document.

   1. Click Save as Draft to save the it as a draft.

   2. Click Submit to submit it as final.