Materials and Consumables - Add
- To Open Materials and Consumables Input Page - Click on Tab - (see image below)
Click ADD to open Input Dialog (see image below)
Once you have several inputs - to navigate from input page to input page - Click on Buttons (First Page, Previous Page, Next Page, Last Page)
To View Input Page that is hidden - Use the Scroll Bars
Enter ID #- Enter ID # from Field Document and then Click on your TAB key and Item will appear next to Item Description (see image below)
Identifier - You can create an identifier for this item if needed (Optional)
Include Item for CAP Calculation - Check this box and Click ENTER then a Message will appear - Click YES on popup message.
Date - Enter the date shown on the Field Document. You can do one date or start date and end date
Qty - Enter the QTY as shown on Field Document
- Tax Values MUST be set up on the Project Settings - see Tax Setup
- Input Item is Taxable - Check box to bill Tax (Even if this box is checked it will not bill a Tax if no values were entered in the Tax Setup
- Input Item is NOT Taxable - Do Not Check the Box
- Allocations - there are two options to entering Allocations -
- Set up Allocation on the Project Settings Dialog - see Allocations Setup
- Enter Directly from the Input Dialog - If you do this it will be saved in drop down and on Allocation Setup Table
- To Learn More about Allocations - Go to Allocation Examples
From the Input / Modification / Global Modification Dialog - Click on Look Up ID # to Open Table - (see image below)
Choose the item to highlight then click CLOSE
Look Up Table (From Price Data)
To Open Input Notepad - Click on the Button ADD NOTE (see image below)
Input Notes DO NOT print with bill - they are designed for internal use
To Print a Note, use toolbar located on the Bottom of Notepad see Notepad Print
Once a Note is Entered for an Input - The Item on the Input Page will highlight Gray to indicate a NOTE exist
Notes are Stamped with Date and Name - Name is the same that you logged in with.
To Modify or Read an Existing Note - Click On Material Item and Click Modify, then Click on Edit Note on Dialog
Click on Item to Highlight - then Click Modify - Click Edit Note
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