Associate materials with operations

Audience: Administrators and operations managers

Connect operations with the materials necessary to complete their tasks.

Prerequisites

Before you start:

• To create a work order, see either: 

  • Create work orders in FSM.

  • Create work orders on the server for mobile.

• Create a list of the materials associated with the WO operation from the materials master data. 

• To make certain materials available for a WO type, see Associate allowed materials on WO types

Follow the UI path

All following instructions start from this system path:

Features > Core > Work Order Management > Search WO.

Approve materials

To approve materials for the specific WO type:

1. In the Filters panel, go to the Status section.

2. In the WO status dropdown, select Open.

3. Click Search.

4. In the WO list, click the desired WO code.

5. At the bottom of the Work order page, Click the WO operations button.

6. In the WO operations sequence tab, go to the WO operations sequence table.

7. Next to the desired operation, click the Three dots menu > Associate materials.

8. In the Enter new materials tab, enter:

   • Material

   • Quantity expected

9. Click Insert > Ok.

Note: If the materials aren’t approved for the WO type related to the work cycle, the system returns a blocking error message. 

What’s next

• To ensure WO addresses are normalized, see Geocode work order addresses.

• To schedule a WO, see Make work orders schedulable.

• To only schedule WOs during available days, see Lock work order scheduling days.

• To change a WO work cycle, see Replace WO work cycles.