Confirming IN Material Orders

IN Material Order Confirmation confirms materials already on a material order that were pulled from stock and sent to the job. Entry can be manual on this form, or built with IN Material Order Confirm Init (File → Initialize Confirmations, or IN Programs). Init loads each confirmed item as its own editable sequence.

Posting happens when you process the batch (File → Process Batch), not when you save confirmation lines. After process: committed costs/units are relieved and posted as JC actuals; on-hand and allocated drop on IN Location Materials; Memo writes to JCCD (Cost Detail). (Form intro wording that says “confirming” itself updates costs means the confirmation lifecycle ending in batch process.)

Before you start

• Materials are already on the material order and were pulled for the job.
• Print the IN MO Worksheet (Inventory Reports) and mark materials/quantities sent. Optionally add that report to this form’s Options → Reports with RP Reports by Form so you can run it without leaving the batch.

Steps

Confirm Init path (typical for many lines)

1. Open IN Material Order Confirmation (or Confirm Init from IN Programs).
2. Enter confirmation Date and Material Order; all items appear in the grid.
3. Optionally check Confirm the Remaining Units for all Items.
4. Edit Confirmed units if needed.
5. Optionally check Include Items where Confirm This Time equals zero to keep zero-confirm lines in the batch (otherwise they are excluded).
6. Update creates confirmation sequences in the batch; confirmed items clear from the init grid.
7. Repeat for additional material orders — each order adds to the same batch.
8. Review/edit sequences on IN Material Order Confirmation if needed.
9. File → Process Batch → validate → preview reports → post.

Manual entry path

1. Open IN Material Order Confirmation in a batch.
2. Enter Seq# (NEW or existing), Matl Order (F4), Item (F4 for that MO), Date (defaults today).
3. Enter Confirmed units (defaults to remaining). Negative returns units to stock.
4. Review Change to Remaining (defaults to the opposite of Confirmed). Override is allowed; Confirmed is not recalculated when you override.
5. Enter optional Memo (up to 60; defaults to MO item description).
6. Repeat lines, then File → Process Batch.

Key fields

Field	Behavior
Confirmed	Units confirming now; negative returns to stock
Change to Remaining	Defaults opposite of Confirmed; override can leave negative remaining and understate committed cost/units
Memo	Written to JCCD. Override replaces the material description in JCCD. If blank, JCCD gets the description from HQ Materials (HQMT)
Material Recap	Display only: ordered / confirmed / remaining / totals, plus location, job, phase, tax code

Hard rules

• Overriding Change to Remaining can leave negative remaining units and understate committed costs and units.
• Zero-confirm items are excluded unless Include Items where Confirm This Time equals zero is checked.
• Init Update clears the init grid; more orders keep joining the same batch until Process Batch.
• Each item is a separate batch sequence.

Notes

• Related: IN Material Order Confirm Init, IN Material Order Close, IN Material Order Entry, IN Add Transaction to Batch, IN Material Copy, IN MO Worksheet, IN Location Materials, About Committed Costs, About Updating Committed Units in Job Cost.