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Materials Data Entry Fields

There are several columns of information shown in the Materials grid.  Most of the information will auto-fill once a Part Number is entered.

Once a part is selected, the Description, Vendor, Unit Cost (if invoicing for parts), and LU (Labor Units) will auto-fill based on the defaults stored in the Part setup.

The Vendor is the Primary Vendor from whom the part is normally purchased.  If the part needs to be ordered, this will be the Vendor that will automatically be selected when creating a Purchase Order within the Job.

In the column labeled Stock, if the box is checked (this defaults from the Part setup), this indicates the part is normally in stock in your warehouse and it does not need to be ordered.  You may un-check this box if you want to order the part for the Job.

The Location column is provided to manually enter a zone number or a physical location of where the part will be installed.  If you are installing multiples of the same part number and enter the total quantity of that part as one line in the Materials list, when the Job closes, if the quantity is less than 26, the number of devices will be exploded into individual records on the Customer's System Equipment list.  A staff member may enter the Location of each piece of equipment from the Customer Explorer after the Job has closed.  Having location information is extremely helpful when servicing the system in the future.

The Unit, Ext and Tax fields would automatically fill in with the sales price and any applicable sales tax - these will only auto-fill if the Job Type is setup to Invoice for individual Parts.

If any value is shown in the LU (Labor Units) column, this is the total number of Labor Units required to install the Part.  If a quantity of more than 1 is entered for the Part, the unit Labor Units on the Parts setup will be multiplied by the quantity to arrive at a total number of Labor Units for the device.  The software adds up all Labor Units on Parts and any entered on Install Charge Lines and displays the total number at the top of the Job record.

The PO and PO Description fields are only used if a Job is created as the result of an imported Quote from the QuoteWerks application.  The PO field would list what the unit Purchase Cost should be and the PO Description would display the Vendor who should be used when ordering the Part.

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