Adding inventory items to job plans

To manage your job plans, you can add inventory items.

About this task

If the job plan has an organization or site at the job plan level, the inventory items that you add inherit the organization or site information.

Procedure

  1. In the Job Plans application, select the job plan to which you want to add inventory items.
  2. On the Materials subtab of the Job Plan tab, click New Row.
  3. Optional: Specify whether the inventory item is being used at the organization or site level.
    The associated values are provided.
  4. Optional: To associate the inventory item with a job plan task, specify a value for the task.
  5. Specify a value for the item and the quantity of the item.
  6. Optional: Complete the following steps:
    1. Specify a value for the storeroom.
    2. If the inventory item must be acquired from another site, specify a value in the Site field.
    3. Indicate whether the inventory items are direct issue items.
      The inventory item's primary vendor is listed. Inventory items that are not direct issue are not automatically reordered.
  7. Save your changes.