Use the Materials form to create a list of inventory parts to be used in the system installation. This form also displays the quantity of parts that have been issued to the job from a warehouse or from the receipt of a purchase order.
If the customer is being invoiced for the individual parts, when parts are selected, the unit sales price defaults into the part line. You can override the sales price if the customer is being charged a different amount. Any part lines with a unit price print on the customer job invoice. If unit prices default into the part line but the customer is being invoiced a lump sum amount for all parts, you must zero out the part price, otherwise the part will be included on the customer Job Invoice.
There is a setting on each Job Type that automatically zeros out part prices; if this setting is in effect for the job being processed, you cannot enter a sales price for parts; amounts for parts must be invoiced under the install charges.
At the top of the Job Materials for is a checkbox labeled Show Phases. When this check box is selected, the first column in the parts list displays the default Phase Code for the Job Type. If more than one Phase Code has been setup for the Job Type, you can select the appropriate Phase Code for each part line item. For example, the job type has two default phase codes: Pre-wire and Install Devices. On the parts that will be needed during the pre-wire phase of the job, the Phase Code would be selected. The remainder of parts that will be used during second phase of the job would have the Install Devices Phase Code selected. When ordering parts within the job record, you will be prompted to select the job phase for which a purchase order is being created.
Any amounts displayed in the LU (Labor Units) column are defaulted from the part setup. The application multiplies the quantity of the part times the labor units from the part setup to arrive at a total estimated labor units for the job based on the materials list. If the total labor units calculated is less than the labor units estimated by the salesperson on the quote, you can enter the difference lacking on an install charge line. You can also manually override the defaulted labor units on part lines if necessary.
If your company is tracking the location of where devices are installed at the site, you can enter up to 50 characters into the Location field of the part lines. For example if the job will use four motion detectors, enter four lines of the same part number and enter the location for each device.
In the column labeled Stock, if the checkbox is selected for the part, this indicates you normally have this part in stock and should not have to include it on a purchase order. If you need to order the part, clear the checkbox. This checkbox is automatically selected or cleared based on the setup option, Stock Item for Jobs, on the part setup.
Once the Materials list has been saved, the Capture Original Parts button is displayed at the lower left of the list. Clicking this button and then the Apply button, saves the original parts lists and creates a new "working parts list". If any changes need to be made to the parts list after the capture, this is done from the working parts list. You can toggle back and forth between the original parts list and the working parts list to see what changes have been made as the job progresses. User Permission is required to use the Capture Original Parts button.
After "Capturing" the original parts list, if you discover the capture was performed before the parts list was completed, if you have the appropriate permission, you must click the Override Parts Capture button. Clicking this button creates a new original and working parts list. Permissions are required for access to the Override Parts Capture button.
Once saved, all parts selected display in the Sales Summary form.
Click on the link to advance to the next data entry form, Job Costing Estimate.