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Manage Project Supplies

Managing project supplies of items, services, and expenses is an integral and critical aspect of the execution of all jobs. You can use inventory on-hand or make job-specific purchases using purchase orders and/or purchase invoices. If the purchase process does not require that the physical transaction be recorded separately, then a purchase may be processed in a purchase invoice only or in a Job G/L journal. The Job G/L Journal is a general journal, which is integrated with the general ledger. It is designed for posting job transactions such as usage and expenses.

For example, a service job on a computer requires a new disk. You create a purchase invoice to buy a new disk and record the job it will be used on.

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To See

To purchase supplies that will be used on a job.

How to: Purchase Supplies for a Job

Track and monitor the status of jobs-connected purchase orders

How to: View Purchase Order Lines

Record usage and expenses for G/L accounts, with integration to the general ledger

Work with General Journals

Record consumption of inventory on-hand.

How to: Record Item Usage on Jobs

Record usage on expenses for G/L accounts and job resources without updating the general ledger

How to: Record Usage of Resources and General Ledger Accounts on Jobs

Record job-related expenses

How to: Post Job-Related Expenses from Job General Ledger Journals

Learn more about the relationship between Usage and Job Line Type

Understanding Usage and Job Line Type

See Also

Other Resources

Process Purchases