Table of Contents

Overview

The Project Materials screen contains all information pertaining to the materials allocated to the project. Through this screen you can accomplish most tasks related to material handling such as creating PO's, creating and pick or return tickets, and creating change orders. To introduce you to the Project Materials screen we will first view and explain the purpose of each tab on the screen. Then, we will cover the buttons and each of their functions. Since this screen does so much, this section is quite extensive.

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Detail

P/A > Materials > Project Materials
The following section covers the functionality of every tab on the Project Materials screen. The tabs are as follows:

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• Uncheck the "Create PO" checkbox to suppress PO creation for the selected vendor. You can use the "Uncheck All" checkbox to uncheck all vendors.

• Make sure that the correct vendor contact is selected to send the PO to.

• Verify your "Ship To" address - Defaults are set under https://sunsofterptampa.atlassian.net/wiki/spaces/TM/pages/6553886/P+A+Setup#Main-Tab

  • You - If the PO should be shipped to one of your purchasing addresses then choose "You" and select the appropriate "Ship To" address. You can press F9 for a list. Items ordered on PO's created through this option are received into inventory and need to be shipped to the project site through a pick ticket.

    • If you need to add a new address you press the "Create Ship" button.

    • If you need to edit an address you can do so in the "Ship to Addresses" screen in the PUR > Purchasing Special Functions menu.

  • Select "Project Site " - if the PO should be a drop ship PO. Drop ship PO's are received into WIP.

  • The "Consolidator" option acts like a drop ship PO but allows you to specify a ship to address other than the default project address. The consolidator ship to address is entered in the "Description" tab of the Project Entry/Edit screen, the "Default Warehouse Address."

  • Staging - Selecting Staging will have the items issue to stage when the PO is received

• Add any comments if applicable.

• The "Mark" checkbox which is checked by default will add the below verbiage to the PO.

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