Managing PM Material Detail

The PM Material Detail form is used as a starting point for creating purchase orders within project management. It is for managing material costs and purchase orders are accurately assigned to vendors based on imported cost type estimates.

Before you start

• Imported cost type estimates for material cost type.

Steps

1. Import your cost type estimates for the material cost type.
2. Access thePM Material Detailform to view phases and cost types associated with the material cost type import.
3. Assign the vendor number for each purchase order by selecting the appropriate vendor in the vendor column.
4. Click the initialize button to assign purchase order numbers and items.
5. Navigate to thePM Purchase Orderform to view and manage the created purchase order records.
6. Generate purchase order reports from thePM Purchase Orderform and approve the POs for interfacing with the purchase order and job cost modules.

Notes

• The correct vendor is assigned to each purchase order to avoid discrepancies.
• Verify that the amounts are accurate and adjust if necessary before initializing purchase orders.