Issuing parts to work orders, equipment, or projects

Issue parts to stores to work orders, equipment, or projects.

Note: If you have selected FIFO or LIFO as your pricing method, the system calculates the transaction price of issues to work orders, equipment, or projects using the R5FIFO table, rather than retrieving the base price from the R5PARTS or R5STOCK table.

To issue parts to work orders, equipment, or projects:

Select Materials > Transactions > Issue/Return Parts.
Transaction Type is automatically populated with Issue to enable issue functionality.

Specify this information:

Store: Specify the store from which to issue parts. If a default store is defined for the current user,Store is automatically populated with the user’s default store.

Choose one of the following options to issue to a work order, piece of equipment, or project:

Option	Description
Issue to a work order	Specify the Work Order-Activity. The system automatically populates Equipment, Equipment Org., Project-Budget, Cost Code, and Department from the work order, as well as the Material List or Pick Ticket if they have been associated with the Activity.
Issue to a piece of equipment	Specify the Equipment. The system automatically populates Cost Code and Department Note: If the selected Equipment is associated with a multiple equipment work order, then the system also populates Equipment Org. and Related Work Order. If you select All Equipment for Equipment and you are issuing a By Asset part, then the system clears the Transaction Details.
Issue to a project	Specify the Project-Budget and Department.

Issue To: Specify the code of the employee to whom to make the issue.

Reference Number: Specify a reference number for the issue. The reference number is simply an internal reference number that is not used by the system for any validation.

Material List: Specify the material list from which to issue. If a material list is already attached with the selected work order/activity, the system automatically populates Material List in the Issue From / Return To section and enables the Material List hyperlink in the Transaction Details section. You can modify Material List as necessary when the parts on the material list have been added to the Transaction Details list.

Pick Ticket: Specify the pick ticket from which to issue. If a pick ticket is already attached with the selected work order/activity, the system automatically populates Pick Ticket in the Issue From / Return To section and enables the Pick Ticket hyperlink in the Transaction Details section. You can modify Pick Ticket as necessary when the parts on the pick ticket have been added to the Transaction Details list.
Note: Pick tickets are not available for issuing parts to a project/budget.
If the selected WO-Activity associated with the Pick Ticket is a multiple equipment work order, then the system automatically populates Equipment with WO Header Equipment.

Department: Specify the department of the store, work order/activity, project/budget, or equipment. The system automatically populates Department if you have selected a work order/activity or piece of equipment.

Date: Modify the date on which to make the issue. The system automatically populates Date with the current date and time.

Choose one of the following options:

If the parts have been included on a material list, click Material List
If the parts have been included on a pick ticket, click Pick Ticket.
If purchased parts were delivered and are ready for distribution, click Held Items.
If stock parts are reserved for this work order, click Reserved Items.

Note: If none of these options apply, specify the part information manually. See the next step.

Part

Specify the part to issue. The system displays the available quantity, the bin location, and the lot number. Change the bin location and lot number as necessary. The system populates Available Qty. with the sum of the quantities of the part in all the bins in the selected Store minus any quantity of the part that is currently allocated to any work orders.

If the part to issue is tracked by asset, the system automatically selects Track by Asset and specifies 1 as the Transaction Qty., and you must specify a value for Asset ID for the part. The system populates Available Qty. with the total quantity of the part that is currently available.

The system automatically populates Available Qty. UOM and Transaction Qty. UOM.

Note: You cannot specify a Transaction Qty. greater than 1 when issuing parts tracked by asset. If you want to issue multiple quantities of a part tracked by asset, you must add the part tracked by asset to the Transaction Details list on individual lines with a Transaction Qty. of 1 until you have reached the number of the part tracked by asset that you wish to issue for the transaction. Track by Asset is hidden by default.

If the part to issue is tracked as part of a kit, the system creates a single transaction line for the kit.

Bin: Select the bin from which to issue the part. The system specifies the default bin for the part if applicable.
Note: When you select a Bin, the system updates the Available Qty. with the quantity of the part in the selected Bin minus any quantity of the part that is currently allocated to any work orders from that Bin.

Condition: Specify the condition if the part is a condition tracked parent part. If the selected part is a condition tracked child part, the system will automatically populate Condition.

Lot: Select the lot from which to issue the part. The system automatically populates Expiration Date, Serial Number, and Manufacturer Lot.

Transaction Qty.: Specify the number of parts to issue. The system automatically specifies the Available Qty. of the part if applicable.

Print Qty.

Specify the quantity of the label(s) to print. The system automatically sets the Print Qty. based on the setting of Label Printing Default on the Stores tab of the Part form:

Option	Description
If set to No Labels	Print Qty. is null.
If set to Single Labels	Print Qty. is set to 1.
If set to Label for Each Item	Print Qty. is equal to the Receipt Qty., but you can modify the Print Qty. as necessary. Updating Print Qty. does not affect the Receipt Qty.

Print Core Return Qty.: Specify the quantity of the core return label(s) to print.

Failed Qty.: Specify the quantity of the part that failed.
Note: The system does not allow part failures on an Issue for parts tracked by asset.

Date Failed: Specify the date the part failed.

Problem Code: Specify the code of the problem for the failed part.

Failure Code: Specify the reason that the part failed.

Action Code: Specify the action taken to correct the problem.

Cause Code: Specify the problem cause code.
Failure Notes: Specify comments about the failure.

Click Add to List.

Note: The Transaction Details list acts as a buffer to temporarily store the parts to issue without actually issuing them until the transaction is submitted. You can add/remove parts for the issue as necessary before submitting the transaction and saving the information to the database. Click Add Part to add additional parts to the issue. To remove a part from the Transaction Details list, select the part record to remove from the issue, and then click Remove from List.
Additionally, you can also update information in the Issue To/Return From and the Issue From/Return To sections for the transaction as necessary before adding records to the Transaction Details list.
Click Submit Transaction. The system issues the part(s) and creates a stock transaction of type I for the issuing store with a negative quantity for the issue.

Note: To print labels for the issue transaction, click Print Label(s).
To print labels for the core return transaction, click Print Core Return Label(s).

To record a stockout for a part, select the part, and then click Record Stockouts.