<< Click to Display Table of Contents >> Navigation:  Welcome to Maxim Help Articles > IVORDR Indent Orders

Indent Orders / Charging Orders To A Job

 

 

Requirement

 

1.        To purchase product for direct charging to a customer, where the product required is

 not stocked, and is not an inventory item.

 

2.        To charge inventory items to a job.

 

Overview

 

An indent purchase order is completed and the items purchased are charged to a job. Multiple purchase orders can be charged to a job. The job tracks costs and quantities of items charged to the job and the charge outs and margins.

 

When invoicing or despatching indented goods to the customer, the relevant line items are selected from the job. The items selected will be priced according to the price in the job.

 

There are two types of purchase orders . Both types allow for the purchase of inventory or non inventory / indent items. Both types allow items to be charged to a job.

 

What purchase order type to use is dependant on the internal processes that are required to be followed.

 

If a receipting process is required then the PUORDER - APRECPT combination should be used. Job purchases that are delivered direct to a site will require appropriate paper work to enable the job lot to be receipted from the appropriate purchase order and charged to the job.

 

If a receipting process is not required the APNIPO purchase order can be used.

 

 

Procedure

 

If a receipting process is not required:

 

From the Navigate Menu: Purchases/Suppliers |Transactions |Purchase Orders/Indents

 

 

If a receipting process is required:

 

From the Navigate Menu: Purchases/Suppliers | Transactions |Inventory Purchase Orders

 

 

To Invoice The Customer

 

From the Sales Invoice screen:

 

1.        After entering the Customer code, select the Job or Despatch Selection button <Alt+J>.

 

2.        Select Job Items - If there are job items to be invoiced they will be listed. Select the items

 required to be invoiced and return to the sales screen. The items selected will be listed.

 

GL Transactions Created

 

Purchases

Dr        GL Cost Account associated with the Activity Code, say (Hardware Indent Purchases

 (Ex Jobs))

Cr        Creditors

 

Sales

Dr        Customer

Cr        Hardware Indent Sales (Ex Jobs)

 

The items invoiced are treated as a GL sales transaction type.

 

 

Job Options

Set defaults as follows:

 

Sales Analysis Type = Transaction Type

GL Interface - Material Sales = Hardware Indent Sales