IN Material Order Entry

IN Material Order Entry creates material orders that allocate inventory to jobs and build committed units and costs for a job/phase/cost type. Confirmation later relieves commitment and posts actuals. Enter a new order manually, or copy a standard order with File → Copy Material Order (IN Material Order Copy).

Each order is a header plus items. Posting an Entry, Confirmation, or Close batch updates JCCP (Costs By Period) when the material’s standard UM matches the Job Cost UM or converts through HQ Material Units of Measure. If Update Committed Cost detail to JC is on in IN Company Parameters, item-level JCCD rows are written whenever committed units/cost change. If UM does not match and cannot convert, units and costs are not updated in JCCP.

Before you start

• JC company and job (job must belong to that company). Soft-/hard-closed jobs only if JC Company Parameters allow posting to them.
• Active IN location; material must exist at that location (IN Locations / IN Location Materials).
• Auto MO# if Auto Generate MO#s is checked (IN Company Parameters Info tab; number from Last Used MO #).
• Tax Code only if JC Company Parameters Use Tax is on.
• GL override only if JC Company Parameters allows GL overrides (otherwise defaults from the job’s JC department and is disabled).
• Phase must be a valid cost type for the job phase if phases are locked in JC Jobs.

Steps — new order

1. Open IN Material Order Entry in a batch.
2. Header: Seq# (NEW or existing batch seq) → Action A (locked on new) → Material Order # → Description → JC Company → Job → Order Date → Ordered By → Status.
3. Items: Item # (up to 5 digits, or New/N/+) → Action → Location → Material → Description → Job → Phase → Ticket (optional) → Cost Type → GL Account → Date Req → UM → Units → Unit Price → ECM → Total → Tax Code.
4. File → Process Batch → validate → preview reports → post.

Copy an order (primary help procedure)

1. File → Copy Material Order (form topic also says “Copy Material Orders”).
2. Source MO (F4).
3. Destination MO # in the Material field on the copy form, or new if auto-numbering. Manual numbers do not update Last Used MO#.
4. Description (60), JC Co#, Job (must belong to that JC company), Order Date, Ordered By.
5. Copy options: Quantities (off → units/totals 0.00); Unit Prices (off → price from Pricing Option for Jobs + current location/HQ additional UM cost); Notes (header and item notes).
6. Copy.

Key fields

Field	Rule
Material Order	Unique, 10 chars; disabled after posted; may auto-fill
Header Job	Required; defaults to all items; Close selects by this job; red status if soft/hard closed
Status	0-Open (new default, disabled), 1-Complete, 2-Close. Editable only on already-processed orders. Open↔Complete or Closed/Complete→Open allowed. Closing is only via IN Material Order Close
Location / Material	Required; material must exist at location
Item Job / Phase / Cost Type / Tax Code	Locked once the item is confirmed
GL Account	Job expense debit on confirmation; override only if allowed
UM	Defaults HQ standard UM; JC units update only if UM matches or converts to phase/cost type UM
Units	Warning if over on-hand; entry still allowed
Unit Price	Pricing Option for Jobs + additional UM cost (location Additional UM, else HQ)
ECM	E each / C hundred / M thousand
Total	Units × Unit Price = committed cost less tax. Editing Total recalculates Unit Price
Tax Code	Disabled if Use Tax off. Tax calculated but not in Total. Cannot change if confirmed
Ticket	Open JC Field Ticket (status O) for the job’s contract only; useful for T&M / Both bill types

Display-only on items: confirmed/remaining units and costs, and current Inventory values for location+material (named on the form overview; not fully defined in field defs).

Hard rules

• Toolbar/Records delete removes the line from the batch only. Action D-Delete removes the transaction from all IN files.
• Posted order disables Material Order # and JC Company.
• Status Complete ≠ Close.
• Over-on-hand is a warning only.
• Field tickets: closed/approved/rejected/billed tickets cannot take new costs; approved-ticket costs affect T&M billings after the MO batch posts.

Notes

• Confirm with Confirming IN Material Orders. Close leftover commitment with IN Material Order Close. Related: IN Material Order Copy, IN Company Parameters, IN Location Materials, HQ Materials / Material UOM / Tax Codes, JC Jobs / Company Parameters / Field Ticket.