Record Actual Items Used

In order to properly track Profit and Loss on Projects it is essential to Record Actual Items Used, even though you made a detailed Estimate and will be billing from the Estimate. There are several ways to maintain actual Parts used for a Project. Actual Labor used will result from Schedule Slots where Labor is Posted to the Work Order.

•	Parts already entered on the Estimate Items Tab do not require manual entry. Use the Process Parts feature to move Estimate Parts into the Project.

►	From the Estimate Items Sub-Tab, click the Actions button at the bottom left

►	Select Process Parts

•	If you have created a Purchase Order to purchase parts for the project, the part information will automatically be recorded into the Work Order as you Receive Purchase Order Items from your Vendor.

•

Where no Purchase Order is involved, you can enter the Parts from Inventory manually on the Items Tab of the Work Order. (The screen design here has many useful features and techniques. Please refer to the Work Order screen, Items Tab, as the model for the different panels on all Items Tab entry screens.)

•	You can also add Parts to the Work Order from the Schedule Board on the Schedule Slot Details, Items Tab or while using Schedule Posting.

Please note:

Once you have Activated a Project the Total Sale Amount is fixed, based on the Estimate Parts and Labor, rather than on the actual Items used. However, actual Parts and Labor information is still needed in order to calculate Profit and Loss.

Page url: http://www.fieldone.com/startech/help/index.html?_project_record_actual_items_used_.htm