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JC Material Use

JC Material Use posts job costs for stocked materials sold to jobs (IN-Inventory) or miscellaneous materials used on company jobs (MI-Miscellaneous).

Before you start​

  • IN-Inventory: material exists in IN Location Materials; know IN company / location. Posting updates on-hand. Nonstandard UOM converts when Additional UMs are configured.
  • MI-Miscellaneous: material is valid in HQ Materials, or JC Company Parameters Validate Material is unchecked when you must post a non-valid material.
  • Stocked materials must use IN-Inventory, not MI.
  • Field tickets accept entries only while status is O-Open.
  • You have permission to enter material use.

Steps​

  1. Open JC Material Use and create or open a batch.
  2. Select JC Type: IN-Inventory or MI-Miscellaneous.
  3. Enter material, job / contract, quantity, and UOM.
  4. For IN, enter IN company / location. Add field ticket and tax inputs when applicable.
  5. Review transaction / offset accounts. GL Material Interface Detail / Summary creates GL batches when Material interface is enabled in JC Company Parameters. Transaction Account typically debits the cost-type account; IN-Inventory Offset Account is system-controlled.
  6. File > Process Batch, then validate, preview, and post. Posting can add a JC MatUse detail to an open field ticket (useful for T&M / Both billing).

Notes​

  • Use Tax in Company Parameters controls whether tax fields post; tax account comes from HQ Tax Codes when enabled.
  • Closed, approved, rejected, or billed field tickets cannot receive costs.
  • Related: JC Company Parameters, JC Cost Adjustments.