Field Definitions: PM Material Orders Form
The following is a list of field descriptions for the PM Material Orders form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.
Specify the project for which to enter/modify material orders. Must be a valid project set up in PM Projects.
If you enter a project with a closed status (hard or soft), the status displays in red to the right of the project description. You will only be able to add or modify material orders for the project if you allow posting to hard- and/or soft-closed jobs (flags in JC Company Parameters checked).
Create a new material order
When you are creating a new material order, you are creating it for the project and Inventory company selected in the Project and IN Co fields.
There are several ways to create a new material order:
Enter a material order number that does not exist for the project and Inventory company. The material order number can be up to 10 characters long. The format of the number can by anything, but you should probably use the format set up for MO numbers in PM Company Parameters.
Enter a '+' in this field if you would like the system to automatically assign the MO the next available number. The system will select the next available number if Project/Sequence is selected in the MO Number Type field on the Material Parameters tab in the PM Company Parameters form.
Click the New Record icon () at the top of the form, and then complete the IN Co field. The system will automatically populate the Material Order field with the next available number if Project/Sequence is selected in the MO Number Type field on the Material Parameters tab in the PM Company Parameters form.
Select an existing material order
Enter an existing material order number, or press F4 to select an MO from a list.
Enter a description of this material order, up to 30 characters.
Check this box if this material order has been approved. This box must be checked in order for this material order to be interfaced to Inventory.
Leave this box unchecked if this material order has not been approved.
If the material order’s Approved box is checked, this display-only field indicates who approved the material order. This will always be the current login.
Enter a description of this material order item, up to 60 characters. Initially defaults the material description.
Enter the cost type that will be charged for this material. Initially defaults the cost type specified for the material phase in HQ Materials. If no cost type specified in HQ Materials, defaults the Material Cost Type specified in PM Company Parameters. Otherwise, defaults as null.
Specify the unit of measure in which this material was ordered. Initially defaults the sales UM specified for the material in HQ Materials. May be overridden, but must be either the standard unit of measure for the material or a valid unit of measure for this material and location (i.e. set up for the material and location in IN Material Units of Measure).
Specify the unit cost for this material. Initially defaults an amount based on the Pricing Option for Jobs in IN Company Parameters, the cost or price values in IN Location Materials, and the markup/discount rate specified for the job in JC Jobs. If no markup/discount rate specified for the job, uses the markup/discount rate for jobs in IN Location Materials.
Check this box if this material order item is ready to be interfaced. This box must be checked in order for this item to be updated when the material order is interfaced to IN (via PM Interface).
Leave this box unchecked if this material order item is not ready to be interfaced. Item will be skipped when the material order is interfaced to IN.
Use this tab to enter any miscellaneous notes about this item. The space allowance is virtually unlimited.
Click the Spelling icon on the toolbar or selectto spell check the text in this field.
Add a Standard Note
Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.
To insert a standard note into the field, right click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Standard Note Copy window. Then enter the standard note to copy (or select from F4 lookup) and click OK. The system inserts the selected note into the field.