Skip to main content
Share / Export

Managing PM Material Detail

PM Material Detail creates purchase orders, material orders, quotes, and requisitions for a project. Open it from the menu, or from PM Project Phases, PM Pending Change Orders, or PM Approved Change Orders. Non-Interfaced / Interfaced grids show O-Original, pending CO, or approved CO lines depending on how you opened the form.

Before you start​

  • Company flags on PM Company Parameters: IN In Use / MS In Use / PO Requisitions In Use control whether MO, quote, and requisition types appear. You can enter POs even if PO In Use is off, but you cannot interface them until it is on.
  • Vendor in AP Vendors (required before a PO number; F5 can create). Vendor is added to PM Firms / PM Project Firms when the line initializes.
  • Optional material codes in HQ Materials. Phase/cost type defaults from HQ Materials and company Material Cost Type 1.
  • Soft/hard-closed projects: add/change only if JC Company Parameters allow posting to those jobs.
  • For interface: approve the PO in PM PO Header (or MO in PM MO Header) and check Send (except requisitions — see below).
  • Corrections: VA User Profile must allow the error-correction feature.

Steps — enter and interface​

  1. Open PM Material Detail for the project (or from phases / PCO / ACO). Record Type is locked when opened from phases/PCO/ACO; from the menu you can switch Original ↔ pending/approved CO (shows ACO/PCO keys).
  2. Enter lines manually, or import estimate materials with PM Data Import (costs come from estimating materials at interface). Same phase/cost type can appear more than once (e.g. stock MO + PO for extra qty).
  3. Set Material Type: P-Purchase Order (default non-stocked), M-Material Order (needs IN In Use; default stocked), Q-Quote (MS In Use), R-Requisition (PO Requisitions In Use).
  4. Optional Material Code; else Material Description (60). Qty, UM, ECM (E/C/M), Unit Cost, Amount (Amount override recalculates unit cost).
  5. For POs: enter Vendor, then PO # / PO Item, or leave blank and Initialize (behavior depends on PM Company Parameters — add to approved non-interfaced POs, add original/CO items to the vendor’s open PO, or always create a new PO). Vendor mismatch with an existing PO-module PO blocks initialize — number manually. Location / IN Co / MS Co required for MO/quote as applicable.
  6. Check Send only for lines ready to interface. Receiving (POs): checked = receive in PO receipts; unchecked = receive via AP (received tracks with invoiced).
  7. Run PM Interface. Send-checked lines move to the Interfaced tab (locked). They update Purchase Order, Inventory, and Material Sales as applicable.

Requisitions: initializing flips type to PO and moves the line to Interfaced; further changes are in PO, not here.

Quotes: one quote per project; Initialize needs Auto-Generate Quote #s in MS Company Parameters.

Correct an interfaced PO item (PM-created only)​

  1. Interfaced tab → select the row → Tasks → Correct Item (most fields enable).
  2. Enter the correction (e.g. units). You can change an existing transaction but cannot delete it. Amount shown is the full corrected transaction (Transaction Type = Correction), not a delta.
  3. Save → run PM Interface. Interface batch month must equal the original Intfc Month (reopen that month if closed). After interface, fields lock again.

PO-module items must be corrected in PO. While a PM correction is open, other users cannot change that item (PM PO Change Orders errors). Form overview also says post-interface dollar changes go through PM Change Orders — use Correct Item for the documented unit/transaction correction path on PM-created POs.

Tax and estimates​

  • Tax Type: 1-Sales, 2-Use, 3-VAT (disabled for quotes). US/AU/CA defaults differ by stocked vs non-stocked and type. Tax code follows project Base Tax On for POs; MO uses project tax; requisition keeps prior type’s tax code.
  • Available Estimate strip is display-only (Current Estimated − Actual − Remaining Committed + Non-Interfaced Estimated).

Notes​

  • Auto-add phase from material: company option values are documented inconsistently (With Estimates / With No Estimates) — confirm on PM Company Parameters. Auto-added phases do not update original estimate.
  • Related: PM Project Phases, PCOs/ACOs, PM Company Parameters, PM Data Import, PM PO/MO Headers, PM Interface, PM Change Orders, PM PO Change Orders, HQ Materials, JC/AP/PO/IN/MS setup forms.