Purchasing: ordering parts from a job, and costs on the job

Order parts from the job itself, and see the cost land on the job's Cost Lines by itself.

What's in this video

1. Most parts are bought for a job. So you can order them from the job itself, and what they cost lands on the job by itself. Owen has a fan coil unit at Hollybank House that isn't heating. Open Work Orders.
2. Click the job to open it.
3. Under the job's details there's Parts and orders. It lists everything ordered for this job, and where each order is up to. Nothing yet. Click Order parts.
4. Purchasing opens with the job already filled in: the title, and on the right, the job and its site. That link is what puts the cost on the job.
5. Search the price list for the motor, and pick it. It comes in at the agreed price, from Kestrel.
6. It's under two hundred and fifty pounds, and within budget, so when Owen sends it, it's approved and ordered straight away. Click Send request.
7. Click Back to the job, and open the job again. Parts and orders now shows the purchase order to Kestrel, Sent to supplier, for one hundred and forty eight pounds.
8. Now the cost. Hannah opens Cost Report. There's a new cost line for this job, marked on order, at one hundred and forty eight pounds. Nobody typed it in.
9. As the order moves on, the same line moves with it: delivered when the motor arrives, and billed, at the bill's real amount, once the supplier's bill has been checked. You never get two lines for one order.
10. That's why it's worth ordering from the job, rather than from Request to buy. A request made without a job can't put its cost on the job later. If a kind of purchase must always be for a job, tick Must be for a job on it, in the price list.
11. In the last video of this set, we'll send approved bills to Xero or QuickBooks, and look at the reports.