Allocate Material to a Job Activity

Inventory Edition only

Background

Allocating material to a job activity populates the  Job Material field. Before you can allocate material, you must set up your purchase products. When the job activity is marked complete, the allocated products will be deducted from inventory. 

Step-by-step

  1. Go to Job::View Jobs 
  2. Double-click the name of the job that you want to allocate material to.
  3. In the Job Activities section, click the activity using the material and select Add Material to activity...
  4. The products available for selection are from the Purchasing::Edit Purchase Products page.
    1. For products not tracked by serial number, select desired product & quantity. Click OK
    2. For products tracked by serial numbers either: select specific items from inventory or enter an 'Unassigned Quantity' to add material without choosing serial numbers. Clicking the Add Serial Numbers... button enabled searching for items with a minimum quantity and/or minimum measurements. For example, type in 72" X 120" and click the Apply Filters button. Then select the serial number(s) and click OK.
  5. (Optional) To go back and add a serial number to an unassigned quantity, double-click (Unserialized)
    1. Click the Assign Serial Numbers... button

    2. Select the serial number(s) and click OK. When allocating material you will receive a warning if the material is not on hand. 
  6. (Optional) Create a PO for the allocated material.

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