Job Materials Overview

A key component within job costing is to create and process a list of inventory materials for a job.   This list of inventory items may be used primarily to create a quote and other times it is used to organize purchasing.   This section will explain the methods used to create a materials list, create purchase orders, and manage inventory available within EBMS,

The available methods to create a materials list for a job:

1. Create a list of materials within the proposal dialog:

2. Import a list of materials from a design software:

3. Add materials manually to an inventory transfer or purchase order:

Scenario:  An custom equipment manufacturing company creates a materials list within the proposal screen of EBMS to create a quote for the customer.    The cost and pricing of the parts, components, and manufacturing costs are compiled to create a contract quote for the project.   The costs of the parts, assemblies, subcontract services, and other projected costs become a budget for the manufacturing job.    The job materials process within EBMS gives the manufacturer the ability to quote, budget, create request for quote (RFQ), and create purchase orders for individual vendors.

Scenario:  An exterior home improvement company quotes a project based on the square footage of the siding or roofing as well as a contract price for doors, windows, and other mechanical products.   The salesperson creates a quote based on pricing formulas rather than a complete materials list.    The project manager creates a materials list within the Inventory Transfer or compiles a materials list from the assemblies created within the proposal.   

Review the following important guidelines to create and process materials and inventory in job costing:

1. Open the following options by selecting Job Costing > Options from the main EBMS menu.  

2. Verify that the Create job inventory expenses within the inventory transfer option is selected as shown below:    
   

3. All stages that contain materials must be classified with the Inventory option enabled as shown above.

4. Click on the Transfer tab of the options dialog.   Set the following job costing settings:
   

5. Enable Create back orders when processing an inventory transfer.   This option will enable the user to post materials and inventory costs into jobs at different times.

6. Enable Add Extension (ie.1.2 etc) to transfers created from processed transfers to clearly group all transfers that were created from a common proposal.

7. Disable Default the quantity transferred to equal quantity requested since the inventory transfer dialog is used to create purchase orders for individual lines.

8. Use the proposal dialog to create a materials list within a quote and then create an Inventory Transfer Ticket.  Review Materials List within a Proposal for detailed steps.

9. Review Material Purchase Orders for instructions on creating purchase orders for special ordered materials for a job.