Report a Material Transaction

You can perform two types of material transactions: Issuing materials to the maintenance work order and Returning materials to inventory. The material transactions are also supported for serial enabled operations. The following example illustrates reporting a material transaction for a serialized enabled operation.

Steps to Report the Material Transaction

To report the material transaction, perform the following steps:

1. In the Tasks pane, in Work Execution, click the Review Maintenance Dispatch List link.

2. On the Maintenance Dispatch List page, use the Search region to search for the work order for which you want to perform the material transaction. The records that fulfill the search criteria are displayed. For more information about searching and using maintenance dispatch list, refer the Maintenance Dispatch List: Explained topic.

3. Look for the row with the maintenance work order for which you want to perform the transaction. Click the Report Material Transactions icon to initiate reporting of the material transaction.

4. Retain the Transaction Type option as Issue for issuing the materials to the maintenance work order operation. For returning the materials to inventory, you must select Return as the Transaction Type option.

5. Retain the default system date in the Transaction Date field. You can update the field to a past date if required.

6. In the Show Components option, select: All. You may select from the following options per your requirement.

   Option	Description
   All	Displays all the materials including the manually entered materials and the materials set up in the maintenance work order for the operation with Push supply type.
   Manually entered	Displays the manually entered materials only. The materials set up in the work order operation aren't displayed.

7. Now, the materials set up on the work order operation are shown in the page. You can manually enter a new material by adding a new row. To add a new row, click the Add icon.

8. In the new row, from the Component drop-down list, select the material.

9. For each material that you want to issue, in the To Transact field, enter the material quantity to be issued to the work order operation. The To Transact quantity is derived from the work order and can be updated to reflect the actual usage quantity. A check mark is shown in the Status column when all the required data is entered for the component.

10. For each material that you want to issue, in the To Transact field, enter the material quantity to be issued to the work order operation. The To Transact quantity is derived from the work order and can be updated to reflect the actual usage quantity. A check mark is shown in the Status column when all the required data is entered for the component.

11. Click the Expand icon of each updated row to view more details. Verify the correct subinventory in the Subinventory drop-down list and update it if required.

12. Click the Save and Close button. A confirmation message is shown on the successful completion of the material transaction.