Allocate Inventory to Job Projects

The Inventory Allocation Journal function is used to allocate inventory items to specific projects for future use. This ensures that inventory is properly tracked and managed within each job project. The steps are as follows:

1. Navigate to Job Projects > Inventory > Inventory Allocation Journal.
2. Enter Allocation Details:
   • Memo – Enter any additional information or notes required for the project.
   • Document Paperclip – Attach any supporting documents by selecting the red paperclip icon.
3. Enter Information in the Tracking Details Area:
   • Date In – Verify the date is correct.
   • Ref No – Verify or change the reference number.
   • Delivery – Enter the expected delivery date.
   • Period – Ensure the period matches the date set in company controls.
4. Enter Transaction Lines:
   • Inventory – Enter the correct Inventory ID.
   • Quantity – Enter the quantity of inventory items.
   • Rate – Enter the rate excluding tax.
   • Total – This is automatically calculated.
   • Notes – Enter any additional information or notes.
   • Project – Enter the Project ID.
   • Project Task – Enter the Project Task ID.
5. Click the Save button to record the allocation.

For more detailed instructions, please refer to the Job Projects > Inventory > Inventory Allocation Journal article.

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