Allocating Material to a Job Activity

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.

1. Go to Job > View Jobs and double-click on the name of the job that you want to allocate material to.
2. In the Job Activities section click on the activity that will be using the material and select Add Material to "job activity"...
   
3. The products available for selection are from the Purchasing > Edit Purchase Products page.
   1. For products not tracked by serial number, select the desired product and quantity and click OK.
      
      
   2. For products tracked by serial numbers you have the option of selecting specific items from inventory or entering an "Unassigned Quantity" to add material without choosing serial numbers.
      
      If you click you can search for items with a minimum quantity and/or minimum measurements. For example, type in 72" X 120" and click . Then select the serial number(s) and click OK.
      
4. (Optional) To go back and add a serial number to an unassigned quantity, double-click on
   
   1. Click on
      
   2. Select the serial number(s) and click OK.
      
      When allocating material you will receive a warning if the material is not on hand.
      
5. (Optional) Create a PO for the allocated material.