You can issue items or tools. You can issue items against
a general ledger (GL) account, directly to a work order, to an asset,
or to a location. You can also issue items to satisfy reservations,
such as for use on a work order.
You can issue items to a charging entity that belongs to the same
site or across sites within an organization, if you have access to
those storerooms and sites. The Site field
defaults to the site of the selected storeroom; change it as needed.
Consider the following when issuing items:
- For condition-enabled items, specify the condition of the item
by assigning a condition code. The condition codes display only for
items that have a balance in the storeroom.
- If you are issuing a rotating asset across sites, the asset number
must be unique. If the other site has an asset with the same identifier,
you are prompted to specify a unique asset number for the other site.
- If you issue assets or transfer assets that are associated with
meters, specify the meter readings as you issue or transfer the asset.
Within the Issues and Transfers application, in the Asset field
on the Issue tab, click Detail Menu
and select Enter Meter Readings to record the
meter readings. One example of this type of transaction is when you
issue fuel to a truck and record the reading on the odometer each
time the truck is refueled. You can then generate a report to examine
the fuel efficiency of the truck. For more information about specifying
meter readings, see the online help for the Assets application.
- To track tools, specify the identifier of the person for whom
the tool is being issued.
- When you select a work order, an asset, or a location, one or
more fields are filled with default values associated with the value
you select. For example, if you specify a work order, the values for
the Asset field, for the Location field,
and for the GL Debit Account field (if applicable)
are filled.