Last Updated: June 8, 2022

The requested materials can be released on site fully or partially with the following conditions:
Full Releasing: If all requested materials are already available in the inventory, or if all requested materials went through Purchase Requesting and all passed through the material inspection, then the Warehouse Staff can issue a full release of materials.
Partial Releasing: If all or some materials are unavailable in the inventory, the Warehouse Staff can issue a partial releasing of available materials in the inventory to the site and separately tag the remaining requested materials as for purchase.

UserForm SectionDescription
Warehouse SupervisorRequest DetailsUse this section to filter the materials by tasks (Task Group, Task Category, and Task Name fields)
Materials ListThis section pulls items that have a value of greater than 0 in the For Releasing Quantity field from the Work Order Materials record.
ConfirmationContains the name of the person releasing the materials and their e-signature.

How to Log Released Materials to the Site

Head to Site Materials module (Project Sidebar > Site Materials) and select Materials Releasing.

On the Materials Releasing summary page, click on Create Ticket. This will open the Materials Releasing form.
On the Materials Releasing form, you may filter the materials by fields (Task/Task Category/Task Name) under the Request Details section. Then, click Search under the Material List section to jump to the material/s that you need to request.

Tick the checkbox of each material available for releasing and update the Released Quantity field depending on the number of materials that you want to release to the site.

Scroll to the right to enter the quantity of materials released.

Confirm the release by filling out the Received by field and signing to the form.

Once done, click on Submit Ticket to release the materials.
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