Transferring Material to a Project from Inventory Control

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PJC Material Usage Screen

Returning Material to Inventory

About Tracking Material Used on Projects

Ensure that:

  • The items are assigned to the project as material resources.
  • For each item, there is an item record in both Inventory Control and Accounts Receivable. Item numbers from I/C and A/R are needed for material usage transactions:
    • The I/C item number is required to transfer the cost from Inventory Control to the project.
    • The A/R item number is used on item invoices when billing customers. (You use item invoices to bill for all time and materials projects, and for some fixed price projects.)

To record the transfer of material from inventory:

  1. Open Project and Job Costing > PJC Transactions > Material Usage.
  2. In the Material Usage 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 Usage Details screen appears.

  5. Enter details for this transaction (the fields that are available vary depending on project type and accounting method).
  6. When you have finished entering details, close the Material Usage Details screen.
  7. On the Material Usage screen, click Save to add or save the transaction.
  • Post the transactions in one of the following ways:
    • Click Post on the Material Usage screen to post the selected transaction.
    • Use the Post Transactions screen to post a range of transactions.
  • Print a transaction listing. For more information, see PJC Transaction Listing Report Screen.