Add a material issue
Take stock out of a store. Pick the reason, the stores and the materials, enter the quantities and click Submit. Where the stock goes depends on the reason.
Quick add
- Go to Production › Material Issue and click the + beside it in the sidebar, or Add Material Issue at the top of the list. From a work order, use Issue material in its row menu and the run is filled in for you.
- Leave Reason on Work order and search the Work Order.
- Pick the Location the material comes from and the From store, then the To store (work in progress).
- Type the quantity in Issue Now for each material you are sending. Leave the rest blank.
- Click Submit.
Done. The slip opens on the Material Issues list as Issued, and the stock has left the store. Where your business asks for approval it shows In Review and nothing moves yet.
Full guide
Every part of the form, top to bottom. Open Fields in a section for the detail. A field marked with a red star is required.
Reason, work order and date
Choose why the stock is leaving. The reason decides which fields below appear. Once a slip has moved its material the reason is locked: cancel it and raise a new one.
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Reason | Yes | Work order, Store move, Move to store, Consumables, Maintenance, R&D or Own use. Hover the info icon for what the chosen reason does. |
| Work Order | Yes, for the Work order reason | Search the run. Only runs that are Open or In Progress accept material. Changing the run clears the materials and the stage. |
| Date | Yes | Today by default. |
| Stage | No | Shown for the Work order reason. Leave on Whole run, or name one stage to cap the slip against that stage's own plan too. Disabled until a run is picked. |
Locations and stores
Say where the stock comes from and where it goes. A band above the pickers shows the movement as you fill it in: Issued from to Issued to.
Fields in this section
| Field | Required | What to enter |
|---|---|---|
| Issued from, Issued to | Yes | Work order reason only. Two location pickers. Both must be the same plant. |
| Location | Yes | For every other reason. One location answers both ends. |
| From store | Yes | The store the stock comes out of. Applies to every line. Not asked for Move to store, which always takes from Unassigned (stock with no store). Disabled until a location is picked. |
| To store (work in progress) | Yes | Where the material ends up. Called To store when there is no run. Not asked for Consumables, Maintenance, R&D or Own use, because the stock is used up. A group store cannot hold stock, so it is not offered. |
| Condition | No | Good by default. Choose another only to issue damaged or quarantined stock. Applies to every line. |
A slip cannot take stock to another plant, or into the same store it came from. For another plant use a stock transfer.
Materials for a work order
With the Work order reason the table lists the materials the run plans, so you type against the plan instead of searching for items. The slip never offers a material the run does not plan.
Columns of the table
| Column | Required | What to enter |
|---|---|---|
| Material | Read only | The material the run plans. |
| Required | Read only | The quantity the plan needs. |
| Issued, Returned, Pending | Read only | What has already gone out, what has come back and what is still open. |
| Issue Now | Yes, on rows you use | Quantity to send now. Above zero. Leave a row blank to keep it off the slip. |
| Batch | No | Leave empty and the lots are chosen for you, splitting across lots as needed. Use + Lot to name a second lot yourself. |
| Against the run | Read only | How the quantity compares with what the run still allows. |
A run may draw only what its plan allows, plus the line's tolerance, less what is already out. Material returned unused goes back into the run's budget. The page also lists the slips already raised against the run, so you can see what has moved. If you do not have access to the recipe, some materials are not listed and the page says so.
Materials for the other reasons
With any reason other than Work order you name the materials yourself. Click the plus below the table for another row.
Fields in this section
| Column | Required | What to enter |
|---|---|---|
| Material | Yes | Search by name or code. Only stock your business tracks is offered. |
| Expense Account | Yes, for Consumables, Maintenance, R&D and Own use | The expense the used-up value is charged to. Not shown for a store move. |
| Quantity | Yes | Above zero. |
| Batch | No | Leave empty and the lots are chosen for you. |
A row you started but left without a quantity is refused, so no material is dropped without you noticing. Remove the row if you do not want it.
Notes and inspection
Notes is a free text box. If your business has quality inspection rules for material issues, a panel at the bottom of a saved slip lets you send its lines for inspection. A draft saved for inspection shows a marker beside its code in the list.
Submit, Save as Draft or Cancel
Submit raises the slip. If the stock is available it is taken out of the store and the slip shows Issued. Where your business asks for approval, the slip goes In Review and nothing moves until it is approved. Save as Draft keeps the slip without moving anything, so you can finish it or send it for inspection later. Cancel leaves without saving.
When you reopen a draft the button reads Submit again. On any other saved slip it reads Update.
Scenarios
Problems and fixes
The work order is not in the list
Material can be issued only to a run that is Open or In Progress. Release a Draft run first. See View and manage a work order.
The To store or From store list is empty or disabled
Pick the location first. The stores shown belong to that location only.
The slip is refused for not enough stock
The From store must hold at least the quantity you typed. Lower it, pick a store that has the stock, or bring stock in first.
The slip is refused for going over the plan
A work order slip cannot take more than the run still allows. The refusal names the material and the numbers. Lower the quantity.
The slip is refused because the stock is waiting for inspection
Stock that is waiting on an inspection verdict cannot leave its bay. Finish the inspection, then submit again.
I was asked to move stock to another site
A material issue works inside one plant. Use a stock transfer.