[JC] Material Order Process

IN Material Orders can be processed through Project Management (PM) or IN Material Order Entry.

1. IN Material Order Entry

• Used to enter materials allocated to a Job

• Posting the batch:

  • Updates JC committed costs

  • Allocates inventory units

• Before confirmation:

  • Items can be edited or deleted by adding the order to a new batch

• After items are confirmed:

  • Items can be edited, but not deleted

  • The material order cannot be deleted

2. IN Material Order Confirmation

• Used to confirm receipt of materials

• Confirmation:

  • Reduces JC committed costs

  • Reduces inventory

  • Updates JC detail and GL

• Confirmed lines cannot be deleted

• To undo, enter a reversing confirmation

3. IN Material Order Close

• Closes the material order (even if not fully confirmed)

• If units remain unconfirmed:

  • JC committed costs are relieved

  • Inventory allocations are removed

• Closed orders can be reopened, but:

  • Committed costs and inventory allocations are not restored

  • A new material order is recommended for remaining units

4. IN Material Order Purge

• Permanently removes closed material orders

• Job Cost and Inventory history remain intact

Additional Option

• You can copy a material order from
  IN Material Order Entry > File > Copy Material Order

Summary

• Enter → Confirm → Close → Purge

• Confirmations affect JC, Inventory, and GL

• Closing removes remaining commitments

• Purging removes order detail only, not financial history