This process describes how to create, amend, price and print a job related purchase order. However, to make this work,first create a job with a budget, to attach this purchase order to.
1. Open Job Costing
2. Click on the Jobs tab, and click on New
3. Click OK
4. Choose a Client
5. Choose a Client Site
6. Enter a Description
7. Click Save
8. Click on the Budget tab
9. Click on New
10. Choose a Cost Centre,
and enter a Budget Amount
If this is a Qty and Each Cost Centre, which
represents a group of items. We are budgeting for these items
11. Enter Qty, and Each
Notice that the Budget amount automatically calculates when we enter these
details
12. Click Process and close the Budget Maintenance window
13. Click OK to save and close the job
14. Open Purchase Orders
15. Click on New (as this is a stock item)
16. Ensure the Transaction Type is Purchase Order, and click OK
17. Choose a Supplier for the item you are purchasing and click OK
18. Choose Job from the drop down menu
19. Click on the Details tab
20. Click on Add Ln, and click in the Group column
21. Right click in the Group column, and choose a group, click OK
22. Right click in the Product column, and choose a product that you wish to purchase
23. Enter a Qty Ord, and a Price. If there is a price in the system for the combination of this supplier and this item it will display. This can be overwritten or left as required.
24. Click OK, and click No
to commit and close windows
we will not commit this purchase order at this
time, because we may need to amend it. We cannot amend a committed order.
25. Double click on the Purchase order we have just created
26. Click on the Details tab, and amend the Purchase
27. Click OK
28. Click on No for
committing the purchase order
We cannot enter a delivery amount if we have
committed the order
29. Select the purchase
order, right click and select Preview
Examine the preview of the report. If
required, print the report