Issue materials when a Draft work order is ready to consume component inventory into WIP.
When to use this workflow
Use this workflow after a work order has been created and before production completion. Issuing materials records which inventory records or lots were used for the work order.
Before you start
Confirm:
- The work order exists and is in
Draftstatus. - Component inventory is available.
- Lot-tracked components have the correct lots available.
- The selected work order is the correct build and quantity.
Steps
- Go to
Dashboard > Manufacturing > Work Orders > Issue Materials, or useDashboard > Manufacturing > Issue Materials. - Find the Draft work order in the list.
- Select
Issue. - Review the work order information at the top of the screen.
- Review each material line and its proposed lot allocation.
- For lot-tracked parts with multiple lots, select
Select Lots. - In the lot allocation modal, adjust
Allocate Qtyas needed. - Confirm the total allocated quantity is greater than zero and does not exceed the quantity needed.
- Select
Confirmto return to the material issue screen. - Select
Issue Materials. - Wait for PAX to show
Materials issued successfully.
What happens behind the scenes
PAX posts only lines with quantity to issue.
For each line, PAX validates the selected inventory record or lot, confirms enough quantity is available, and records the issue against the work order material line.
PAX reduces quantity on hand on the selected inventory record, records the lot and cost on the work order material line, and posts material cost into WIP through the work order material GL routine.
After issue, PAX changes the work order from Draft to Released.
The issued component lots become part of the work order's lot traceability. Later component lot trace reports can use these records to identify affected finished goods, shipments, and invoices.
Troubleshooting
The work order is not in the list
Likely cause: The work order is not in Draft status.
Safe fix: Review it from View Work Orders Overview. If materials were already issued, continue with production or completion instead of issuing again unnecessarily.
Contact support if: The work order is Draft but missing.
A component shows no inventory available
Likely cause: No inventory record or lot has available quantity for the component.
Safe fix: Resolve the inventory shortage through the correct purchasing, receiving, or inventory adjustment workflow.
Contact support if: Inventory is available but not shown.
The selected lot is wrong
Likely cause: PAX auto-selected or auto-allocated lots based on available records.
Safe fix: Use Select Lots for lot-tracked parts with multiple lots and adjust the allocation before selecting Issue Materials.
Contact support if: The lot cannot be changed but should be available.
Issuing fails with insufficient inventory
Likely cause: The selected lot quantity changed after the screen loaded, or the allocation exceeds available quantity.
Safe fix: Refresh the workflow and reselect available lots.
Contact support if: The inventory quantity is correct and issuing still fails.