The Material tab shows the materials assigned to the work order selected in the Work Orders pane. This tab contains three panes: Material Shortlist, Assigned Material, and Material Day Cards. These panes are described below:

Material Shortlist Pane

This pane shows all materials on your shortlist, which is configured in the Material Shortlist window. Materials are chosen for the selected work order by selecting the check box in the Select column next to the name of each material. The materials will then appear in the Assigned Material pane. (You can remove materials from a work order by clearing the check box.)

When you right-click this pane, a shortcut menu is displayed. This menu contains the common commands along with the following special command:

  • Show Schedule: This command displays the LEM Schedule Window for all materials listed in the Material Shortlist pane.

Assigned Material Pane

This pane shows all materials assigned to the work order selected in the Work Orders pane. When you right-click the record for a material, a shortcut menu is displayed. This menu contains the common commands along with the following special commands:

  • Make Day Cards: This command makes material Day Cards for all materials in the Assigned Material pane for the date range specified at the top of the window (or the duration of the work order if the duration is smaller, and the beginning and ending dates are within the specified date range). The created Day Cards are shown in the Day Cards pane. Note that if the system attempts to create a Work Order and an approved Work Order already exists, then an error message will be displayed. (If the existing Work Order is unapproved, the new Work Order replaces it.)
  • Show Schedule: This command displays the LEM Schedule Window for all materials listed in the Assigned Material pane.

Material Day Cards Pane

Note: Work Orders cannot be approved unless the work order's account codes are valid.

This pane shows the material Day Cards created for the work order selected in the Work Orders pane. If you have sufficient authority, you can approve an individual Day Card by selecting the check box in the Approved column. (You can also disapprove a Day Card by clearing the check box.) Alternately, you can select a group of Work Orders (by SHIFT+click for rows that are together or CTRL+click for non-adjacent rows) and then right-click. This displays the following special commands:

  • Approve Selected: If you have sufficient security, you can use this command to approve all selected Day Cards.
  • Delete Selected: This command deletes all selected material Day Cards.
  • Disapprove Selected: If you have sufficient security, you can use this command to disapprove all selected Day Cards.
Note: When you select an item from the drop-down list in the Material Stock column, the system automatically displays the default measurement unit in the Measurement Unit column. (The default unit is configured in the Master Codes window in the Resources module.)

If desired, you can change the default unit to a different unit when entering the amount of stock used. When you approve the Work Order and save, the system will convert the non-default unit to the default unit by using the conversion routine configured in the Units window in the System module. The converted value will be stored internally and not displayed (that is, the non-default unit will remain displayed).
If the system cannot convert the non-default unit to the default unit, an error will result. You must change the non-default unit to the default unit, which is shown in the Material Stock column in parentheses, and adjust the amount accordingly: or supply a conversion routine in the Units window: to recover from this error.



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