Adding Material

The form New Material is used to add a material line to the Servicing WO. To open the form, select the desired Servicing WO card from the Servicing WO List, clik the Issued Material tab, and then click the button.

Case summary Gary Service, a servis employee at Tecta Ltd., wants to add a new material to a Servicing WO. This involves selecting the material, specifying the quantity, and confirming the addition. He uses the New Material form to achieve this. This is done as follows: Opening the New Material form Entering material details Confirming the material

1. Opening the New Material form

After logging in to PANTHEON Field Service Granule, Dan selects the desired Servicing WO card from the Servicing WO List.       He then clicks on the Issued Materials tab and selects the  button, which opens the New Material form, ready for data entry.

2. Entering material details

The New Material form consist of several sections where Dan can enter the required details:

• Item: He clicks on the Item field to reveal a drop-down menu with material items. He can select a material item from the list or insert a new one in the empty field above the drop-down menu. 
• Quantity: Dan enters the quantity of the new material needed for the Servicing WO. The measurement of the quantity is automatically filled based on the selected material item and cannot be edited. 

3. Confirming the material

By clicking the Add button, hesaves the entered data.

This adds the new material to the work BOM, and returns to the Issued Materials tab with a refreshed list of material cards.