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MS Ticket Entry

MS Ticket Entry records the sale of materials to a customer or a job. Posted tickets feed invoicing and inventory/financial updates.

Before you start​

  • MS Company Parameters are set (including email if you will deliver invoices later).
  • Material codes, inventory locations, and (if used) haul vendor setup exist.

Steps​

  1. Open MS Ticket Entry.
  2. Enter the sale date.
  3. Select the inventory location.
  4. Enter a ticket number if your process requires one (or let the system assign it).
  5. Choose sale type customer or job.
  6. For a customer sale, enter the customer number. For a job sale, enter job and phase.
  7. Select the material code (unit of measure and unit price usually default).
  8. Enter units sold so the material total calculates.
  9. If applicable, set hauler charges: choose haul vendor or equipment, then the vendor or equipment and pay code.
  10. When tickets are complete: File → Process Batch → Validate → preview reports → Post.

Notes​

  • Incomplete customer/job or material fields cause billing and inventory errors.