FAQs

Why would I do this?  The supervisor purchases materials on the shop work order but really needs to use the materials on a job.

When should I do this?  To bill the customer of the job and/or recognize the job where the materials were actually used.


Process

  • Open the Shop Work Order and go to the materials section

Image of Work Order Materials


  • Copy the description of the line you are transferring
  • Note the cost of the material you are transferring
  • Click on the New Row Button
    • Line Type=MATERIAL, this will default please leave as is.
    • Paste the description from the line you are transferring
    • Select RETURN as the Transaction Type
    • Enter the Unit Cost for the material you are transferring (this does not have to be the total amount)

Image of New Row in Materials to Return Materials

  • Click on the save button
  • Go to the Job where the materials actually belong (Syracuse Work Orders > Search for the Work Order Number)
  • Open the Work Order
  • Go to the Materials Section
  • Click on a button for a New Row

Image of Materials New Row

    • Line Type = MATERIAL, this will default please leave as is.
    • Paste the description from the line you are transferring.
    • Transaction Type = ISSUE, this will default please leave as is.
    • Enter the Unit Cost you are transferring
    • Click on Save


Verify the Shop Standing Work Order Cost to ensure you're seeing the appropriate + and -

Verify the Job Work Order to ensure the appropriate cost has been transferred

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