This section explains how to record the arrival of goods or services related to job projects. Properly documenting arrivals ensures accurate tracking of project expenses. The steps are as follows:
- Navigate to Job Projects > Costs > Process and then select the Arrivals item. file one will then display the Conversion screen ready for processing.
- This Conversion screen provides a view of all current orders in the data file. From this screen, the user has the following capabilities:
- You can mark orders that have fully arrived as complete by selecting the 100% column. A + or tick will be displayed (platform dependent) to indicate that the order has fully arrived.
- For orders that have only partially arrived, select the % column. A Modify Quantity screen will be displayed displaying the original Order. Alter the quantities to reflect what has arrived, and select the green tick button on the main toolbar.
- Select each order in turn repeating the process until you have reached the end of the list.
- Click on the Process button in the lower right hand corner of the screen to record the arrivals.
For more detailed instructions, please refer to the Job Projects > Costs > Arrivals article.