Allocating Stored Material for AIA Reports

To allocate stored material used on a project:

  1. Open Project and Job Costing > PJC Transactions > Material Allocation.
  2. In the Material Allocation Number and Status fields, accept New. (If the screen does not show New in these fields, click the Create New button.)
  3. Enter information in the other fields above the table.
  4. Click Add Line, and then click Edit Details.

    The Material Allocation Details screen appears.

  5. Enter details for this transaction.
  6. When you have finished entering details, close the Material Allocation Details screen.
  7. On the Material Allocation screen, click Save to add or save the transaction.
  8. Click Post to post the transaction.