Issue Materials Billed

Overview

The Issue Materials Billed screen is part of the Property Management Solution module and is designed to track the materials issued and billed during maintenance, repair, or other operational activities. This screen captures essential details such as the item, quantity, rate, totat amount, and related sales invoices. It also helps manage material status (e.g., whether billed or for self-consumption) and invoicing information.

1. Understanding the Issue Materials Billed Doctype

The Issue Materials Billed screen is used for tracking materials issued during property maintenance or repair jobs and ensures that proper billing is conducted.

This screen includes fields for item selection, quantity, rate, status, invoicing information, and whether the material was consumed internally or billed to a customer.

2. Form Fields Explanation

The Issue Materials Billed screen consists of several fields that help capture critical data related to the issuance of materials and billing details.

Item

This field allows the user to select the item being issued from the item screen.

Quantity

This field captures the number of units of the item being issued.

UOM (Unt of Measure)

This field captures the unit of measure (UOM) for the item being issued, which is automatically fetched from the selected item.

Rate

This field captures the rate per unit of the item being issued. The rate is fetched from the standard rate associated with the selected item.

Amount

This field calculates the total amount for the issued items based on the quantity and rate.

Is POS

This field indicates whether the item was issued through a Point of Sale (POS) transaction.

Material Status

This field captures whether the material is issuedfor billing or internal self-consumption.

Invoiced

This field indicates whether the material has been invoiced.

Sales Invoice

This field links the issued material to a corresponding Sales Invoice

3. How to Use Issue Materials Billed Doctype

Step-by-Step Usage

1. Open Parent Form: The Issue Materials Billed screen is typically embedded within a parent form, such as a work order or a maintenance report.

2. Add Issued Materials:

• In the Issue Materials Billed section, click Add Row.

• Select the Item from the list.

• Enter the Quantity of the material being issued.

• The UOM and Rate fields will be automatically populated based on the selected item, though they can be adjusted if necessary.

3. Review Calculations: The Amount field will automatically calculate the total based on the quantity and rate entered.

4. Set Material Status: Choose the apppropriate status the material, either bill for invoiced materials or Self Consumption for internal use.

5. Link to Sales Invoice (if applicable): if the material os being invoiced, the related Sales Invoice will be linked automatically once invoicing is completed.

6. Save the Parent Form Once all materias have beem added and reviewed, save the parent form to store the issued materials and their details.