About the JC Material Use Form
Use this form to post job costs associated with stocked materials that you sell to jobs, or miscellaneous materials that you use on your own jobs.
IN-Inventory — Use this type to post costs for materials sold from your own inventory (i.e. materials set up in IN Location Materials). Inputs are provided to allow for specifying the IN company and location from which the materials were sold. Units posted in this form will update the on-hand quantity and records in Inventory. Although a non-standard unit of measure can be used during entry, Inventory will be updated in the standard unit of measure using the conversion factor specified for the non-standard unit of measure. Non-standard units of measure must be defined for the material/location in IN Location Materials, Addl UMs tab.
MI-Miscellaneous — Use this type to post costs for miscellaneous materials used on your own jobs. Miscellaneous materials include valid materials (set up in HQ Materials) or non-valid materials (not set up in HQ Materials). However, you can only use non-valid materials if the 'Validate Material' option in JC Company Parameters is set to N (unchecked).
Field tickets enable you to link various costs (such as materials, labor, and equipment) related to specific work activity on a job, and facilitate owner billing. When you add a material use entry, you can associate the entry to a field ticket for the specified job/contract. You can assign multiple entries to a single field ticket, as long as the ticket has a status of O-Open in JC Field Ticket. If the status is set to Close, Approved, Rejected, or Billed, you can no longer post costs to that ticket.
For more information about field tickets, see the JC Field Ticket Form article.
The Use Tax check box in JC Company Parameters (Material tab) determines whether taxes can be posted in this form. If checked, tax inputs are enabled, allowing you to post taxes to any material, including stocked materials that are flagged as not taxable in HQ Materials. If not checked, the tax fields are disabled and taxes cannot be posted for any material, including stocked materials flagged as taxable in HQ Materials.
- Transaction Account — The expense entry (including tax, if any) debits the account designated for the line's cost type (in JC Dept Mater) based on the contract item to which the phase is assigned. This is true for all materials regardless of whether they are stocked, non-stocked, or miscellaneous materials (not set up in HQ Materials).
Offset Account — The offsetting entry will credit a GL account based on the following:
If a stocked material (i.e. you specified an IN Co and Location), credits the Job Sales account specified for the location in IN Locations, IN Location Company Override, or IN Location Co & Category Override. In addition, the Cost of Goods Sold and Inventory accounts set up in those forms are updated. If the GL companies for IN and JC are different, cross-company AP and AR entries are created.Note: . Stocked materials are only used when the JC Type is IN-Inventory. When this type is selected, the Offset Account field is disabled and cannot be overridden.
If a non-stocked material, credits the Non-Stocked GL Account defined in HQ Material Categories.
If a miscellaneous material (not set up in HQ Materials), credits the Misc Matl GL Account specified in JC Company Parameters (Material tab), less any tax.
If there is tax, the GL Account specified for the tax code in HQ Tax Codes is credited
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