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This text refers to program version 8.5  

Job Costing Example - Supply of Stocked Items

This example describes supplying Stocked Items to help fulfil a Project.

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As well as labour, the fulfilment of a Project can involve the supply of Stocked Items. For the example Project, three Stocked Items are require, as listed in the Project Budget. You should issue these Items to the Customer from a Sales Order so that stock levels can be adjusted correctly. You can create the Order from the Project Budget record by selecting 'Sales Order' from the Create menu (Windows/macOS) or + menu (iOS/Android). Depending on how you have configured the Project Item Handling setting, all the Stocked Items in the Project Budget record will be transferred to the Sales Order. Plain and Service Items will not be transferred:

The Project Code will be copied to the Project field on the 'Terms' card of the Sales Order. If the Project field in a Sales Order contains a Project Code, you will be able to issue Deliveries in the normal way (using the 'Delivery' function on the Create or + menu from the Order), but you will not be able to produce an Invoice from the Order. Instead, you will need to raise an Invoice from the Job Costing module as described here. The Items delivered are shown below:

When you mark the Delivery as OK and save, separate Project Transactions will be created for each row in the Delivery. The Price in each Project Transaction will be taken from the Sales Order, while the Cost will be the average FIFO value from the Delivery.

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Job Costing example:

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