Add item requirements to task

You can add required items to a task. These items are needed to complete the task and are often called service kits or packs.

The items are added to the work order line when you create the work order with the linked task.

Each line in the item requirements must include the item, the required quantity, and the unit.

When you add item requirements to a task, you can choose between two item setup options:

• Item requirement: The item is added to the work order. You must pick the item and post a packing slip to deduct it from inventory.

• Item journal: The item journal is added to the work order. You must post the journal to deduct the item from inventory.

Note

Items used for item requirements must be of type Inventory.

You can access and maintain item requirements from a work order line. Based on the status group setup on the Registration tab, you can also create new item requirements from the work order line.

Steps

1. Go to Work order project planning > Setup > Tasks.

2. In the list, find and select the desired task.

3. Click Item requirements.

4. Click New.

   Note

   Repeat steps 6-10 to add all required items.

5. In the Required item field, enter or select a value.

6. In the Quantity field, enter a number.

7. In the Unit field, enter or select a value.

8. In the Item setup field, select an option.

9. Click Save.