We need to transfer a Part that was mistakenly PO’d to Inventory but should have been to Jobs. How can we move the Part that’s been received to the Jobs. In order words essentially correcting the PO (that is Closed because it’s been received and AP invoice entered). Any assistance would be greatly appreciated. Thank you.
Hi Julieann,
Once you’ve invoiced, I think you are stuck. If the invoicing hadn’t been done you could have reopened receipt and changed it to receive to job. If you have the cost on the part in the system and you issue it from inventory to job via material issuance, you will get that cost added on to the job. Would that suffice? Also, if you have the material on the job setup as buy to job you should change that to pull from inventory instead and then issue it.
Nancy
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I can delete the AP invoice not a problem (hasn’t been paid yet). I would think the PO would need to be changed to reflect each job (per Line/Release), not the receipt as i’m not seeing where you would enter/select the Job on the receipt. thanks
You cannot change the receipt. Just accept the fact that the PO put the parts into inventory. Open the Job and change the source from Purchase Direct, to pull from inventory. Then issue the material from stock to the job.
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Sorry i’m just unchecking the Purchase Direct correct? I don’t see a “Pull from Inventory” check box.
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yes. With that box unchecked, it is inferred to “pull from inventory”
where can I see if it worked? i’,m testing first…the reports I’ve run so far aren’t really giving me the info I thought i’d see which is the costs moved from inventory to Job. Or am I just missing it?
Run the WIP Recon report for just that job (double check the date range).
That should show the STK-MTL trans and their costs
edit
Make sure its for both posted and unposted. The costs don’t actually post until the next time the Capture WIP/COS process is run.
finally after 3 process runs it’s showing on the WIP report. Thanks so much everyone!!!
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