The Job Project Vendor Invoice function is used to allocate costs to Job Projects, whether resource or inventory-based, ensuring comprehensive cost tracking. The steps are as follows:
- Navigate to Job Projects > Costs > Data Entry and then select the Job Project Vendor Invoice item. Sapphire one will display the Job Project Vendor Invoice Entry screen ready for data entry.
- Job Project Details – In this area enter the Project ID and attach any documents as required. Enter other details as required.
- Standing Transactions – In this area enter any details as required.
- Tracking Details – In this area first specify the Date In and Delivery Dates. Then enter the Invoice Nº and Order Nº.
- Vendor Details – In this area review the data as entered by SapphireOne.
- If a selected Vendor has been entered into the Job Project’s Master Record, SapphireOne will automatically enter the Vendor ID and details in this area . If a Vendor has not been inserted into the Job project’s master record, the user will have to manually enter the Vendor’s ID and details.
- Transaction Details – Enter details into this area with terms and conditions as required.
- Adding Inventory Lines – To add inventory lines to this transaction, click on the Lines Page drop down menu or click on the F2 button on the keyboard.
- Next click on the green + button or use the Command / key combination, to add Inventory Items to the transaction as required.
- Reviewing – Once all lines have been entered for the transaction, the Lines page as well as the Details page should be reviewed for any errors or omissions.
- Saving – To save this new Job Project based Vendor Invoice click on the green tick button on the main toolbar.
For more detailed instructions, please refer to the Job Projects > Costs > Job Project Vendor Invoice article.