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.

Note: If you set up tasks (on the Tasks tab) and assigned a standard task to one or more of the task sequences, the system will automatically add the material requirements defined for each of the referenced standard tasks (in SM Standard Task) to the serviceable item class/type, quote sequence, agreement service, or work order scope. You can modify entries as necessary.

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.

  1. Open the SM Serviceable Item Class form.
  2. In the Class field, enter the serviceable item class or press F4 to select from a list of valid classes.
  3. Click the Maintenance tab and then double-click in the grid to open the SM Class Maintenance form.
  4. Click the Material tab.
  5. In the Seq field, enter N or + to add a new sequence. The system automatically assigns the next available sequence number.
  6. In the Task field, enter the task associated with this material requirement or press F4 to select from a list of valid tasks for the maintenance task.

Leave this field blank if the material requirement is not associated with a specific task.

To enter a part type:

  1. 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.

  2. Save the record.

To enter a material:

  1. Leave the Part Type field blank.

  2. In the Material field, enter the material for this material requirement or press F4 to select from a list of valid HQ materials.

  3. 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.

  4. In the Matl Qty field, enter the quantity of the material for this material requirement.

  5. Save the record.

  1. 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.

  1. Open the SM Agreements form.
  2. In the Agreement field, enter the agreement to work with (cannot be an active agreement) or press F4 to select from a list of agreements.
  3. Click the Work Schedule tab.
  4. In the Work Schedule grid, double-click on the service sequence to work with to open the SM Service form.
  5. Click the Material tab.
  6. In the Seq field, enter N or + to add a new sequence. The system automatically assigns the next available sequence number.
  7. In the Task field, enter the task associated with this material requirement or press F4 to select from a list of valid tasks.

    Leave this field blank if the material requirement is not associated with a specific task.

  8. In the Serviceable Item field, enter the serviceable item associated with this material requirement or press F4 to select from a list of valid serviceable items.

    Leave this field blank if this material requirement is not associated with a serviceable item.

  9. In the Part Type field, enter a part type or press F4 to select from a list of valid part types.

    Leave this field blank if no part type is associated with the material for this material requirement.

  10. In the Material field, enter the material for this material requirement or press F4 to select from a list of valid materials. Entry in this field is required, regardless of whether you specified a part type.
  11. In the UM field, enter the unit of measure or accept the defaulted value. Press F4 to select from a list of valid UMs for the specified material.
  12. In the Matl Qty field, enter the quantity of the material.
  13. In the Cost Rate field, accept the default cost rate or enter a new cost rate. If you enter a new cost rate, the system automatically recalculates the Cost Total accordingly. For information about how the cost rate defaults, see the F1 help.
  14. In the Cost ECM field, accept the defaulted cost ECM or select a new ECM to represent the cost rate quantity. Changes to the Cost ECM will update the Cost Total.
  15. In the Cost Total field, accept the default amount. You can change this amount if applicable and the system will update the Cost Rate.
    Note: If this material line is for a Time and Material scope or a Time of Service, Rate Template agreement service, the system automatically calculates the Billing Rate and Total Billable; these amounts cannot be changed. For information about the billing rate default, see Material: Billing Rate.
  16. In the Tax Type field, enter the tax type or accept the default.
    Note: Tax types allowed depend on the Material Tax Override option for the related agreement service, quote scope, or work order scope. For more information, see Material: Tax Type.
  17. In the Tax Code field, enter the tax code or accept the default.
  18. In the Tax Basis field, enter the taxable portion of the total amount for this material line or accept the defaulted value.
  19. Save the record.

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.

  1. Open the SM Work Order Quotes form.
  2. In the Quote ID field,enter the work order quote (with a status of new) to work with or press F4 to select from a list of valid work order quotes.
  3. In the Seq field (lower section of form), enter the sequence to work with or press F4 to select from a list of quote sequences.
  4. Click the Material tab.
  5. In the Seq field, enter N or + to add a new sequence. The system automatically assigns the next available sequence number.
  6. In the Task field, enter the task associated with this material requirement or press F4 to select from a list of valid tasks.

    Leave this field blank if the material requirement is not associated with a specific task.

  7. In the Serviceable Item field, enter the serviceable item associated with this material requirement or press F4 to select from a list of valid serviceable items.

    Leave this field blank if this material requirement is not associated with a serviceable item.

  8. In the Part Type field, enter a part type or press F4 to select from a list of valid part types.

    Leave this field blank if no part type is associated with the material for this material requirement.

  9. In the Material field, enter the material for this material requirement or press F4 to select from a list of valid materials. Entry in this field is required, regardless of whether you specified a part type.
  10. In the UM field, enter the unit of measure or accept the defaulted value. Press F4 to select from a list of valid UMs for the specified material.
  11. In the Matl Qty field, enter the quantity of the material.
  12. In the Cost Rate field, accept the default cost rate or enter a new cost rate. If you enter a new cost rate, the system automatically recalculates the Cost Total accordingly. For information about how the cost rate defaults, see the F1 help.
  13. In the Cost ECM field, accept the defaulted cost ECM or select a new ECM to represent the cost rate quantity. Changes to the Cost ECM will update the Cost Total.
  14. In the Cost Total field, accept the default amount. You can change this amount if applicable and the system will update the Cost Rate.
    Note: If this material line is for a Time and Material scope or a Time of Service, Rate Template agreement service, the system automatically calculates the Billing Rate and Total Billable; these amounts cannot be changed. For information about the billing rate default, see Material: Billing Rate.
  15. In the Tax Type field, enter the tax type or accept the default.
    Note: Tax types allowed depend on the Material Tax Override option for the related agreement service, quote scope, or work order scope. For more information, see Material: Tax Type.
  16. In the Tax Code field, enter the tax code or accept the default.
  17. In the Tax Basis field, enter the taxable portion of the total amount for this material line or accept the defaulted value.
  18. Save the record.

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.

  1. Open the SM Work Orders form.
  2. In the Work Order field, enter the work order to work with or press F4 to select from a list of work orders.
  3. In the Seq field (lower section of form), enter the sequence to work with or press F4 to select from a list of work order sequences.
  4. Click the Material tab.
  5. In the Seq field, enter N or + to add a new sequence. The system automatically assigns the next available sequence number.
  6. In the Task field, enter the task associated with this material requirement or press F4 to select from a list of valid tasks.

    Leave this field blank if the material requirement is not associated with a specific task.

  7. In the Serviceable Item field, enter the serviceable item associated with this material requirement or press F4 to select from a list of valid serviceable items.

    Leave this field blank if this material requirement is not associated with a serviceable item.

  8. In the Part Type field, enter a part type or press F4 to select from a list of valid part types.

    Leave this field blank if no part type is associated with the material for this material requirement.

  9. In the Material field, enter the material for this material requirement or press F4 to select from a list of valid materials. Entry in this field is required, regardless of whether you specified a part type.
  10. In the UM field, enter the unit of measure or accept the defaulted value. Press F4 to select from a list of valid UMs for the specified material.
  11. In the Matl Qty field, enter the quantity of the material.
  12. In the Cost Rate field, accept the default cost rate or enter a new cost rate. If you enter a new cost rate, the system automatically recalculates the Cost Total accordingly. For information about how the cost rate defaults, see the F1 help.
  13. In the Cost ECM field, accept the defaulted cost ECM or select a new ECM to represent the cost rate quantity. Changes to the Cost ECM will update the Cost Total.
  14. In the Cost Total field, accept the default amount. You can change this amount if applicable and the system will update the Cost Rate.
    Note: If this material line is for a Time and Material scope or a Time of Service, Rate Template agreement service, the system automatically calculates the Billing Rate and Total Billable; these amounts cannot be changed. For information about the billing rate default, see Material: Billing Rate.
  15. In the Tax Type field, enter the tax type or accept the default.
    Note: Tax types allowed depend on the Material Tax Override option for the related agreement service, quote scope, or work order scope. For more information, see Material: Tax Type.
  16. In the Tax Code field, enter the tax code or accept the default.
  17. In the Tax Basis field, enter the taxable portion of the total amount for this material line or accept the defaulted value.
  18. Save the record.