Material Issue
In this tab, you can learn how to create a Material Issue Note.
Material Issue allows you to record the issuance of inventory items from a warehouse to an employee or project.
Overview
The Material Issue list displays the following columns: Transaction Code, Transaction Date, Employee, Cost Account, Warehouse, Reference No, Memo, and Status.
Each material issue can have one of the following statuses:
- Draft — Issue has been created but not yet approved
- Approved — Issue has been approved and applied
Creating a Material Issue
Click the Material Issue button to create a new issue. Fill in the following fields:
- Warehouse (required) — Select the warehouse from which material will be issued
- Transaction Date (required) — Set the date of issue
- Employee (required) — Select the employee responsible for the issue
- Memo (optional) — Add a note or description
- Reference No (optional) — Enter a reference number
- Project (optional) — Link this issue to a project
Material Lines
In the Material Lines tab, add items to the issue:
- Item — Select the item from the dropdown
- Description — Enter item description
- UOM — Select the unit of measure
- Quantity (required) — Enter the quantity
Click + Add Line to add more items. The Total Quantity is shown at the bottom.
Accounting Lines
The Accounting Lines tab shows the accounting entries generated by this material issue.
Attachments
Use the Attachments tab to upload supporting documents for this material issue.
