Materials

Materials show the materials allocated to complete the job(s) within a work ticket. You can add additional materials and modify the quantity of the actual material needed. 

Navigating Material 

1.  Item-list the name, unit, and item type of the material. 
2.  Available - quantity of the item available. This value reflects the difference between the total estimated quantity subtracted by the total amount of purchased items subtracted by the total items allocated from inventory. 
3.  Installed  - the total of the item installed. This value reflects the items allocated from inventory and purchased items with a received or approved receipt status.  
4.  Today - Enter the number of items applied to the job for that date. 
   1. Items purchased for the job that are not included in the job inventory will be a read-only field with a value of 0.
5. Estimated - this read-only field is the quantity listed on the original estimate.
6. Actual - number of items allocated to the ticket. This number will automatically change based on the items that are installed. If more items are needed, this value can be larger than the estimated value. 
7. Purchase Receipt Number - displayed for items purchased for a job. 
8. Inventory - indicates that the item can be allocated from an inventory location. 
9. TBD - indicates that the item does not belong to an inventory location, but the purchase receipt has not been received. 
10. Add Item - create or add a new item allocation.

Adding Material  

1. Select the + icon after you have logged time to the work ticket.
2. Choose a material item.  
3. Add the needed quantity.
   
4. Confirm by selecting Add Material. 

Materials not allocated

• As a crew leader, you will receive a message that you are attempting to complete a job when available materials coming from an inventory location are left over so that the materials that were not used can be accounted for during the billing process.
  
• Select No when this prompt appears to modify the number of allocated materials. 

Keep in mind

• Materials purchased outside the job inventory are considered a job cost applied upon receipt. 
• As a crew leader, you can specify the number of units used for material placed into the job inventory on the purchase receipt and for items derived from an inventory location designated for the job. 
• Suppose you have an item in which you specify different additional quantities on different days. In that case, these allocations will appear as separate line items on the Materials screen. 
• Changes made to the quantity of materials will remain when offline.