Manage Job Supplies
- Kwaku Konadu Opuni (Unlicensed)
Managing project supplies of items, services, and expenses is an integral and critical aspect of the execution of all jobs. You can use inventory quantities or make job-specific purchases using purchase orders or purchase invoices.
To Purchase Items or Services For A Job
1. Choose the Search icon, enter Purchase Invoices, and then choose the related link.
2. Choose the New action and fill in the fields as necessary.
3. In the Job No. , Job Task No and Job Planning Line No. fields, select the information of the job that you want to purchase items or services for. Use the personalization tools if a field is not visible.
NB: The value that you select in the Job Line Type field defines whether a planning line is created when you post the usage of the item. If the field contains Billable, then job planning lines that are ready to be invoiced to the customer are created.
4. Choose the Post Action.