Purchasing material without part ids and charging them to a workorder

VISUAL allows you to easily purchase material without part ids and charge them directly to a workorder.  This is great option for those situations where you don’t want to assign part ids for materials that are specific to a job – and that they don’t necessarily need to be under inventory control.

To demonstrate:

  1. In the Manufacturing Window, create a workorder with an operation.
  2. Add a material card and leave the PART ID blank.  I usually add “Misc. Purchases (Non-Part IDs)” in the specifications to reference miscellaneous purchases.

    Purchasing material without part ids and charging them to a workorder

  3. Create a purchase order.  For the PO line item be sure to enter the following columns (at a minimum) for materials without part ids:        Vendor Part ID (do not use the Part ID column)
    Base ID
    Lot ID
    Split ID
    Sub ID
    Seq #  (operation card #  – in my example #10)
    Piece # (material card # of non-part ids – in my example #10)

    Purchase Order Entry

  4. Receive the purchase order
  5. Return to the Manufacturing Window and retrieve the workorder you created in step 1 (ie: 40023/1)
  6. You’ll notice that material card has now be issued (from the PO receipt) and the costs have been charged to the workorder.

    Manufacturing Window - Material Issues 

 

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