Issue Material

Article • 4/8/2026 • 2 min read

Planned and Unplanned items can be issued to a work order/requisition/Picklist through the Issue Material. You must have access to Issues and Returns to use these functions.

You can issue and return the material to the work order/requisition/picklist only if it is approved. Otherwise, system will display the error message.

To issue a material:

  1. Search the work orders/requisitions/Picklists under Work Orders Search or Requisition Search or PickList Search.

  2. Select the work order/requisition/Picklist.

  3. From the contextual panel, select Issue Material or Issue.

    The Account Set Up window opens. You can click on X to close the window.

  4. Under the Charged To section, enter the different Stores Location* if required from the drop down. By default, the stores location selected for the work order will be displayed.

  5. Under the Delivery section, enter/search for Issue to Employee field. You can update the comments if any in Comments field.

  6. Click Next. Issue grid opens. See Issue Grid for more details.

Return Material

Planned and Unplanned items can be returned to a work order/requisition through the Return Material. A user must have access to Issues and Returns in order to user these functions.

To return a material:

  1. Search the work orders/requisitions under Work Orders Search or Requisition Search.

  2. Select the work order/requisition.

  3. From the contextual panel, select Return Material.

    The Account Set Up window opens. You can click on X to close the window.

  4. Under the Charged To section, enter the different Stores Location* if required from the drop down. By default, the stores location selected for the work order will be displayed.

  5. Under the Delivery section, enter/search for Issue to Employee field. You can update the comments if any in Comments field.

  6. Click Next. Issue grid opens. See Return Grid for more details.