Integration with Project and Job Costing
If you use Project and Job Costing, Purchase Orders lets you track committed and actual quantities and costs by contract, project, category, and, on standard contracts, resource.
Note: If you want to track quantities and costs for non-materials categories (such as equipment, labor, or subcontractors), you should select the Allow Non-Inventory Items option on the Purchase Orders Options Processing tab.
Purchase Orders lets you enter job information with each detail on all job-related transactions. To track quantities and costs, select the Job Related check box when entering requisitions, purchase orders, and receipts.
When you enter an invoice or a return for a job-related receipt, or when you adjust a job-related document using a credit note or a debit note, the Job Related check box is selected for you, and the job-related details from the original document appear.
When you process job-related purchase orders, receipts, and invoices from job-related purchase orders, the program updates committed quantities and costs in Project and Job Costing. When you process job-related receipts, invoices, returns, credit notes, and debit notes, the program updates actual quantities and costs.
Note: You must receive goods using the same units of measure that are used in the estimates in Project and Job Costing. Purchase Orders does not convert the different units of measure when it updates PJC.
When you invoice received goods in Purchase Orders, the program sends job-related invoices to Accounts Payable.
Optional field information updates Project and Job Costing
Optional field information from purchase order details, receipt details, receipt additional cost details, invoice details, invoice additional cost details, credit/debit note details, and credit/debit note additional cost details also flow from Purchase Orders to Project and Job Costing external cost transactions if the detail optional fields are the same in both programs.
Committed Costs Audit in Project and Job Costing
The Project and Job Costing module includes a Committed Costs Audit list that shows which purchase orders, receipts, and invoices from job-related purchase orders updated committed costs in Project and Job Costing.
This report helps you reconcile committed costs outstanding on purchase orders to committed quantities reported for contracts, projects, and categories.
The report is updated by Day End Processing and cleared using the Clear History form.
See also
Invoices for Job-Related Receipts
Retainage Accounting for Job-Related Receipts and Invoices
Overhead and Labor Calculation
Units of Measure for Committed and Actual Quantities
New Features in Purchase Orders 5.4