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Making a BI part that is sold straight through appear on a projects job costing

I have a project for which I sell BI parts straight through at a mark up, how can I make these appear on the job costing for a project.

J
Written by Jes Foxall-Beckley
Updated over 2 weeks ago

Job costing will only detect items that have a job (works order) to create them. A way you can do this with BI parts that you do not need to create full works orders for is to create a 'Costing Only' works order.

  1. On the Projects Maintenance screen, go to the Works Order tab

  2. Click Create Costing Works Order

  3. Choose the part number, either by using F5 or by typing manually

  4. Make a note of the works order created, you will now need to create a Manual Job Costing Entry. See below if you need help doing this

    1. Go to the Analysis Menu

    2. Choose Manual Job Costing Entry

    3. FIll in the following details, the key ones being highlighted in bold

      1. Transaction type (RM, BI, MA etc.)

      2. Works Order Number (Should be the number from step 4)

      3. Supplier Code

      4. Purchase Reference

      5. Date Received

      6. Date Issued

      7. Quantity Issued

      8. Unit Cost

      9. Description/Notes

    4. Click OK

  5. ​​​​​​​Go back into project maintenance and choose your project. Now you will see the Costing will appear on the Job Cost tab

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