Purchasing an Item for a Job

When you need an item that will be used in a job, you purchase the item using the Purchase Invoice.

To Purchase an Item for a Job:

1. Open the Purchase Invoice.

2. Fill in the purchase header information the same as a non job purchase.

3. Fill in the purchase line information for the item as you would a non job purchase of an item.

4. Assign the purchase of the item to the job by filling in the Job No. and Job Task No. fields in the purchase line.

5. Select a line type in the Job Line Type field. Depending on your selection, a planning line will either be created or not be created when you post the usage of the item. For more detailed information, click the field and press F1.

Note:

You can manually change the default price or costs in the purchase line.

6. Post the purchase invoice.

Related topics

Recording Usage on a Job - Items

Recording Usage on a Job - Resources and G/L Accounts

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