Job Management                                Purchasing Parts and Expense Items                                Receiving Purchase Orders

Receiving Purchase Orders

Receiving a Parts or Expense Item Purchase Order for a Job may be performed from the Job record or from the PO List in the Accounts Payable module.  Purchase Orders for Parts may also be received by using the Receive Parts option within the Inventory module.  There is no right or wrong method of receiving, simply a matter of choice by the user.

When receiving Purchase Orders for Parts, you have three options:

·Direct Expense - selecting this option will apply the costs directly to the Job (either post to the cost of goods sold account or the WIP account if using work in process).  This method is always used for Expense Item Purchase Orders.

·Receive - if this option is selected, parts will be received into the Warehouse specified on the Parts Receipt form; you will need to issue the parts to the Job as a second step.

·Receive & Issue immediately - when selecting this option the software will perform two transactions; receive the parts into the warehouse specified on the Parts Receipt form, then issue the parts to the Job.  This option would be used if your company wants to apply either the current average cost or the standard cost of the parts to the Job.  If parts were ordered at a cost that is different than the standard cost or current average cost in the Warehouse, the cost difference will automatically post to the PPV (Purchase Price Variance) account.

Follow the links below for instructions on receiving Job Purchase Orders.