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Items transfers to a Job from Inventory how to ??

  • 1.  Items transfers to a Job from Inventory how to ??

    TOP CONTRIBUTOR
    Posted Feb 13, 2020 03:23 PM
    Hi There,

    We use wennsoft as a third party with great plains. I am looking to do Items transfers to a job using inventory module, does anyone know how can i perform that ? Please help with the process guide on how to?

    Thanks!

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    Sunaina Sharma, Business Application Analyst(Admin)
    Oakville Enterprise Corporation
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Items transfers to a Job from Inventory how to ??

    Posted Feb 14, 2020 10:24 AM
    Hello,

    Our company doesn't use inventory transfers but Sales Invoices that are tied to the job. Once you've entered the line items that you want 'transferred' (we call it costing) to the job use the 'Go To' button and select User-Defined fields. Then you can lookup the Job# and when the invoice is posted inventory will be adjusted to match the quantities invoiced.


    Should be out of the box functionality if you are using Signature Job Cost from Wennsoft/Key2Act

    V/r,

    Kenneth Stockman


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    Kenneth Stockman
    Petroleum Solutions Inc.
    McAllen TX
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Items transfers to a Job from Inventory how to ??

    TOP CONTRIBUTOR
    Posted Feb 14, 2020 11:56 AM
    Okay thanks Kenneth.

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    Sunaina Sharma, Business Application Analyst(Admin)
    Oakville Enterprise Corporation
    ------------------------------

    Academy - Online Interactive Learning from Experts


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