Material Fields

The following fields are found on the Material/Entity/Task panel:

  • Search By: Select a way to search for material.
  • Storeroom: Select which storeroom to issue the material from.
  • Keyword: Enter a keyword to search by. This field only shows when Name or Predefined is selected from the Search By drop-down list.
  • Find: Click to find material based on the keyword.
  • Select Crew: Select the crew to add material from. This field only shows when Crew is selected from the Search By drop-down list.
  • Select My Crew: Select the crew to add material from. This field only shows when My Crew is selected from the Search By drop-down list.
  • Select: Click this icon once you have selected a material from the hierarchy. This icon only shows when Hierarchy is selected from the Search By drop-down list. Click Cancel to not select a material.
  • Assets: Select to view assets that can be associated to the material.
  • Tasks: Select to view task that can be associated to the material.
  • Highlight Selected Assets: Click to highlight the selected assets on the map.

The following fields are found on the Details panel:

  • Date: Enter a date or select it using the calendar icon.
  • Account: Select an account to associate the material to. The contents of this list are populated by the administrator in Designer under Preferences > Custom Codes > GLACCOUNT.
  • Units: Enter the number of units.
  • Add: Click to add the material to the work order.

The following fields are found on the Contractor Material panel:

  • Contractor: Select the contractor.
  • Id: Enter the ID of the material.
  • Description: Enter a description of the material.
  • Date: Enter a date or select one using the calendar icon.
  • Account: Select an account to associate the material to. The contents of this list are populated by the administrator in Designer under Preferences > Custom Codes > GLACCOUNT.
  • Units: Enter the number of units used.
  • Cost: Enter the cost of all the material used.
  • Add: Click to add the material to the work order.
  • Copy: Click to copy the material information to the contractor.