Materials Input Process

Materials Input Process

Materials and Consumables

To Open Materials and Consumables Input Page 
  1. Click on Open Input Pages on Left Toolbar
  2. Select the Materials and Consumables Tab 

Materials and Consumables - Add an Input 
  1. Click ADD to open Input Dialog (see image below)
  2. Once you have several inputs - to navigate from input page to input page - Click on Buttons (First Page, Previous Page, Next Page, Last Page)
  3. To View Input Page that is hidden - Use the Scroll Bars

Input Dialog Components

  1. 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)
  2. Identifier - You can create a identifier for this item if needed (Optional)
  3. Include Item for CAP Calculation - Check this box and Click ENTER then a Message will appear - Click YES on popup message.
  4. Date - Enter the date show on the Field Document.  You can do one date or start date and end date
  5. Qty  - Enter the QTY as shown on Field Document
  6. Add Phase Codes - You must set these up on the Project Settings
  7. Tax Values MUST be set up on the Project Settings - see Tax Setup
    1. 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
    2. Input Item is NOT Taxable  - Do Not Check the Box
  8. Allocations - there are two options to entering Allocations 
    1. Set up Allocation on the Project Settings Dialog - see Allocations Setup
    2. Enter Directly from the Input Dialog - If you do this it will be saved in drop down and on Allocation Setup Table
  9. Look Up ID #
    1. From the Input / Modification / Global Modification Dialog - Click on Look Up ID # to Open Table - (see image below)
    2. Choose the item to highlight then click CLOSE
  10. Input Notes
    1. To Open Input Notepad - Click on the Button ADD NOTE (see image below)
    2. Input Notes DO NOT print with bill - they are designed for internal use
    3. To Print a Note use toolbar located on the Bottom of Notepad see Notepad Print
Materials and Consumable - Modify an Entry 
Modification TIP: Modifications of an existing entry changes the original entry and will change the original billable total - To best protect your original data it is recommended that you save the bill file with a new file name before you modify.  Once modifications are complete and you are satisfied then you can save with the original file name.   This is best practice and a way to protect the original input data.
To Modify an Existing Entry - Click On the Item you want to Modify - This entire line will highlight (see image below)
  1. Click the button MODIFY - This will open the Modification Dialog (see image below)

Modification Import Notes
  1. IMPORTANT this is for single modifications - If you choose more than one entry at a time use the Global Modification function. 
  2. MODIFICATIONS are basically a new input of the item.  If you make a modification be sure to validate all items on Input Dialog before you click ENTER button.  Items can change due to last input of the same ID # may have been different. 
  3. ONCE DIALOG IS OPEN - Make your changes to this input Item and then click ENTER to apply the changes 
  4. REFRESH - You MUST refresh the bill after a modification - Hold the CTRL and Press R to Refresh / Recalculate Bill
Materials and Consumable - Remove an Entry
  1. To Remove an Existing Entry - Click On the Item you want to Remove - This entire line will highlight (see image below)
  2. Click the button REMOVE - A message will appear to confirm remove of the labor item

Materials and Consumable - Sort

To Sort - Click On the SORT Button to open the sort dialog


Materials and Consumables - Copy / Paste
To Copy and Paste One or More Labor Input
  1. Click on the Labor Item you want to Copy and Paste
  2. If more than One and Scattered  - Hold Down the CTRL and Then Click on the Labor Items to Highlight (see image below)
  3. If more than One and ALL are together - Hold Down the SHIFT key and Click on First Labor then Go Click on Last Labor to highlight all (see image below)


Materials and Consumables - Global Modification

Modification TIP: Modifications of an existing entry changes the original entry and will change the original billable total - To best protect your original data it is recommended that you save the bill file with a new file name before you modify.  Once modifications are complete and you are satisfied then you can save with the original file name.   This is best practice and a way to protect the original input data.

  1. Modify more than One and Scattered  - Hold Down the CTRL and Then Click on the Labor Items to Highlight (see image below)
  2. Modify more than One and ALL are together - Hold Down the SHIFT key and Click on First Labor then Go Click on Last Labor to highlight all (see image below)


Global Modification Dialog
  1. This Dialog MUST be used to Modify more than One Input Entry at the same time
  2. Whether you ADD / MODIFY or REMOVE - Click the Button then Click CLOSE to Apply the Change
  3. Enter your Change or Items to Remove then Click ADD / MODIFY to add the items or modify existing items
  4. Enter the Item to Remove then Click REMOVE to remove the items  

Materials and Consumables - Category Notes



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