Required Material tab for Tasks

Updated by Cheryl Wallace

The Required Materials tab is used to maintain a list of consumable parts to be used in carrying out this service task when the service is completed in-house and the consumable parts are regularly stocked in inventory.

To add consumable parts as requirements to the task:

  1. Click the Required Material tab for the appropriate task.
  2. Click at the top left of the grid. The Part Number catalog is displayed. Enter a search parameter using any of Description, Part Number, or Item ID. Or, use the categories below the search.
  3. Select the Part Number and click Close.
  4. Enter the Quantity of the material required.
  5. Repeat steps 2-4 for each additional material record to be added.
  6. Click in the edit tool bar to save.
To remove a part number from the required materials list, select the part and click in the grid.

See also:

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