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- Click the Jobs tab. The Jobs Home page opens.
- Click the Job in the Jobs Home page, or search for and click the Job you want to create a Purchase for. The Job Details page opens.
- Click the New Purchase link in the header of the page. The Purchase Entry page appears.
- Select the employee, department, and cost center from the appropriate popup lists.
- OPTIONAL: Select the appropriate billing code for the job charge from the Bill Code popup. Billing codes that can be assigned to a job charge include: B - billable job charge, HE - house error or rerun job charge, NB - non-billable job charge, or CA - customer alteration job charge. By default, the Charge Out window is set to B - billable for the bill code.
- Type the vendor ID, purchase order number, service description, quantity, and unit in the appropriate fields. The vendor ID will be the company used for the outside services while the description is a free-form text field to describe what the outside purchase was for.
- Type the unit cost and unit price in the appropriate fields. Job Manager will automatically calculate the total cost for the outside purchase based on the quantity entered.
Note: The Unit Cost and Total Cost figures are the costs to your company for providing the outside purchase to your client. The Unit Price is the amount your company will bill the client for the outside purchase. - OPTIONAL: Type a note of description for the outside purchase in the Notes field. Adding notes to your outside purchases can help clarify any questions that may arise when job charges are being reviewed and reported at a later date or time.
- Click Add (
). This will save the new outside purchase to the database.