Plan Material for an Assignment
Open an assignment. Switch from the area
to
. All items that have been transferred from e.g. the project or the ticket to the assignment are displayed here.
Click on the
button to plan new material for the assignment. The window "Parts for assignment" opens. There you can search for an article in the system and select it. The window is then filled with the corresponding material data. Then select the required number of items. You can also define an individual price or adjust the costs. If required, you can also specify a discount. Enter an invoice text and, if required, a remark. Click on
to save the material for the assignment. To return to the material list of the assignment, just click on the
button. There you will find the material you have just planned in the list.
To edit material, click on the corresponding line and then on
. Click on the button
, if you want to remove the selected material from the assignment and then confirm the deletion process.