The Issue Materials screen is used to move component inventory from stock into a work order.
What this screen is for
Use Issue Materials when a Draft work order is ready to receive its component materials. This is the workflow that consumes selected inventory records or lots and moves material cost into WIP.
Do not manually edit inventory quantities to represent issued work order material. Use this workflow so PAX can preserve lot traceability and work order cost.
Screen paths
- Dashboard > Manufacturing > Work Orders > Issue Materials
- Dashboard > Manufacturing > Issue Materials
Both paths open the same Issue Materials workflow. This page is the canonical documentation for the shared screen.
Work order selection
The issue list shows work orders in Draft status. Select Issue beside the work order that should receive materials.
After a work order is selected, PAX shows work order information:
- WO number
- Finished part and description
- Work order quantity
- Status
- Due date when present
Material allocation
The material table shows:
| Column | What it shows |
|---|---|
Line |
Material line number. |
Part Number |
Component part to issue. |
Description |
Component description. |
Required Qty |
Required component quantity for the work order. |
Lot Allocations |
Selected inventory record or lot quantity. |
Actions |
Select Lots when a lot-tracked part has multiple available lots. |
If no work order material lines exist yet, PAX loads direct BOM components and calculates required quantity from the BOM quantity multiplied by the work order quantity.
PAX automatically proposes allocations:
- Non-lot-tracked parts use an available inventory record.
- Lot-tracked parts with one lot use that lot.
- Lot-tracked parts with multiple lots are auto-allocated across the smallest available lots first, and can be adjusted with
Select Lots. - Parts with no available inventory show no inventory available and cannot be issued until a valid inventory record or lot is selected.
Main actions
| Action | What it does |
|---|---|
Select Lots |
Opens the lot allocation modal for a lot-tracked component with multiple available lots. |
Issue Materials |
Posts the selected material issue lines. |
Cancel |
Returns to the issue list without posting material issue. |
The lot allocation modal shows quantity needed, total allocated, remaining quantity, available lots, unit cost, and allocate quantity.
What happens behind the scenes
When the screen loads, PAX reads the work order, existing work order materials, direct BOM components when needed, inventory details, and available lots.
When materials are issued, PAX validates that at least one line has quantity to issue and that each issued line has a selected inventory record or lot.
For each issued line, PAX inserts or updates the work order material line, records the selected lot and unit cost, increases issued and consumed quantity, and reduces the selected inventory record's quantity on hand.
After the material lines are processed, PAX posts the material issue to work order WIP through the work order material GL routine. If the work order is still Draft, PAX changes it to Released.
Material issue does not complete finished goods. Finished goods are received later through How to Log Labor / WIP to FG.
Troubleshooting
No work orders are listed
Likely cause: The issue list only shows Draft work orders.
Safe fix: Open View Work Orders Overview and confirm the work order status.
Contact support if: The work order is Draft and still does not appear.
Must select inventory or lot
Likely cause: A line has quantity to issue but no selected inventory record.
Safe fix: Use Select Lots when available, or correct inventory availability before issuing.
Contact support if: The part has available inventory but PAX does not allow a selection.
Insufficient inventory
Likely cause: The selected inventory record or lot does not have enough quantity on hand.
Safe fix: Adjust the lot allocation or resolve the inventory shortage through receiving or inventory correction workflows.
Contact support if: Quantity on hand appears incorrect.
Materials issued but the work order is still not ready to complete
Likely cause: The completion list only shows Released or In Progress work orders. The list may need to be refreshed.
Safe fix: Refresh the Log Labor / WIP to FG list.
Contact support if: Material issue succeeded but the work order status did not update from Draft.