Set up Material Requirements
Material requirements represent all of the materials and/or parts that you need to complete a task or scope of work.
You can set up material requirements for serviceable item class maintenance, work order quotes, agreement services, and/or work orders.
Setting up Material Requirements for Serviceable Item Class Maintenance
The following instructions assume that you have already set up maintenance tasks for the serviceable item class/type in SM Serviceable Item Class. If you have not, you will need to do so before you can set up required materials.
Leave this field blank if the material requirement is not associated with a specific task.
To enter a part type:
In the Part Type field, enter a part type for the material requirement or press F4 to select from a list of valid SM part types.
Save the record.
To enter a material:
Leave the Part Type field blank.
In the Material field, enter the material for this material requirement or press F4 to select from a list of valid HQ materials.
In the UM field, accept the default unit of measure or enter a new unit of measure for the selected material. Press F4 to select from a list of valid HQ materials.
In the Matl Qty field, enter the quantity of the material for this material requirement.
Save the record.
Setting up Material Requirements for Agreement Services
The following instructions assume that you have already set up agreement services in SM Service. If you have not, you will need to do so before you can set up required materials.
Setting up Material Requirements for Work Order Quotes
The following instructions assume that you have already set up the work order quote/sequence in SM Work Order Quotes. If you have not, you will need to do so before you can set up required materials.
Setting up Material Requirements for Work Orders
The following instructions assume that you have already set up the work order quote/sequence in SM Work Order Quotes. If you have not, you will need to do so before you can set up required materials.