Procedures

3:02

Manage Equipment in the Material Grid

The Material tab in the Project form allows Users to view, manage, and procure Line Items associated with Projects

1. Open a Project you want to view and click the Material tab.  This section tracks what Items are needed, when they are needed, and other delivery information
2. Highlight the rows or cells you want to update and click the grid Extended Menu icon to perform one of the following actions:
   • Set PO Release Date
   • Clear PO Release Date
   • Set Request Date
   • Clear Request Date
   • Set Reviewed By / Date
   • Clear Reviewed By / Date
   • Create Product for Selected Item(s)
   • Add Selected Item(s) to Product
   • Split This Line Item
   • Split This Line Item into Singles
   • Create ICO for Selected Item(s)
   • Create CCO Quote for Selected Item(s)
   • Add Selected Item(s) to Existing ICO Order
   • Add Selected Item(s) to Existing CCO Quote
   • Set Ship Release Date
   • Clear Ship Release Date
   • Ship Selected Items
   • Invoice Selected Item(s)
   • Toggle Drop Ship Flag
   • Append Note
   • Set Courier / Waybill
   • Print Packing Slip for Selected Item(s)
   • Update Group Fields
   • Update WBS
   • Update Staging Location for Selected Item(s)
3. If a confirmation window appears, click OK to confirm
4. Once changes are made, verify the details in the grid