The Material tab in the Project form allows Users to view, manage, and procure Line Items associated with Projects
- Open a Project you want to view and click the Materials tab. This section tracks what Items are needed, when they are needed, and other delivery information
- Highlight the rows or cells you want to update and click the Extended Menu icon to perform one of the following actions:
- Split line items to facilitate the options listed below
- Set or clear PO release dates
- Set or clear ship release dates
- Set or clear request dates
- Update shipping information, such as drop shipping, append notes, courier / waybill, etc.
- Initiate change orders, ICO and CCO, for addition and / or removal of items from this project
- Set or update material details, e.g. Group 1-5 fields, Staging location, and WBS
- Print packing slip
- Ship project items
- Once changes are made, verify the details in the grid