Enter Material

Explanation

This activity is used to plan material lines that are required to perform the work order. You can connect materials only from the site that the service quotation is created to.

Prerequisites

• The inventory part must exist in IFS/Inventory.
• If the material is to be connected to a job, the jobs must have been defined on the Jobs tab prior to connecting the material to the work order.

System Effects

The inventory part is linked to the work order to be quoted.

Window

Service Quotation

Related Window Descriptions

Service Quotation
Service Quotation/Work Order
Service Quotation/Work Order/Materials

Procedure

1. Open the Service Quotation window and query for the service quotation.
2. Click on the Work order tab, create new (F5) or query existing.
3. Select Materials tab and add new record (F5).
4. Enter an appropriate part in the Part No field. Use the List of Values (F8) to select a suitable value.
5. Enter the condition code if applicable. Use the List of Values (F8) to select a suitable value.
6. Enter a value in the Job ID field if you want to organize the material lines according to jobs. Use the List of Values (F8) to select a suitable value.
7. Enter a value in the Operation No field if you want to connect the material line to a particular operation. Use the List of Values (F8) to select a suitable value.
8. Enter the quantity required in the Quantity Required field.
9. Enter a value in Sales Part Number or change the automatically fetched if required, using the List of Values (F8). Optionally, change values in Unit Sales Price/base, Unit Sales Price/curr or Discount%. 
10. Save the information (F12).
11. Repeat step 3 to 10 as necessary.