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How to: Purchase Supplies for a Job

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For project specific purchasing of items, services, and expenses, you can use the purchase process. If the purchase process does not require that the physical transaction be recorded separately, then a purchase may be processed in a purchase invoice without the use of a purchase order.

Note

If the job-related fields are not shown, then you can insert them. If the column is not visible, open the shortcut menu for the column headings, and then choose Choose Columns to add it.

To purchase for a job from a purchase order

  1. In the Search box, enter Purchase Orders, and then choose the related link.

  2. On the Home tab, choose New to create a new purchase order.

  3. Fill in the information on the General FastTab in the same manner you would use for a non job-related purchase. For more information, see Processing Purchase Orders.

  4. Fill in the purchase line information for the item as you would a non-job purchase of an item.

  5. Fill in the Job No. and Job Task No. fields in the purchase line to assign the purchase of the item to the job.

  6. Select a line type in the Job Line Type field. Depending on your selection, a planning line may be created when you post the usage of the item.

  7. On the Home tab, in the Process group, choose Post. Choose from the following options:

    • Receive: No job ledger or job planning lines are created.

    • Invoice: Job ledger and job planning lines are created.

    • Receive and Invoice: Job ledger and job planning lines are created.

To purchase for a job from a purchase invoice

  1. In the Search box, enter Purchase Invoices, and then choose the related link.

  2. On the Home tab, choose New to create a new purchase invoice.

  3. Fill in the information on the General FastTab in the same manner you would use for a non job-related purchase.

  4. Fill in the purchase line information for the item as you would a non-job purchase of an item.

  5. Fill in the Job No . and Job Task No. fields in the purchase line to assign the purchase of the item to a job.

  6. Select a line type in the Job Line Type field. Depending on your selection, a planning line may be created when you post the usage of the item.

  7. On the Home tab, in the Process group, choose Post. Job ledger and job planning lines are created.

See Also

Concepts

Understanding Usage and Job Line Type

Other Resources

Combining Receipts
Posting Purchase Orders