Accounting-Transfer from Shop Standing Work Order to Job
FAQs
Why would I do this? The supervisor purchases materials on the shop work order but really needs to use the materials on a job.
When should I do this? To bill the customer of the job and/or recognize the job where the materials were actually used.
Process
Open the Shop Work Order and go to the materials section
Copy the description of the line you are transferring
Note the cost of the material you are transferring
Click on the New Row Button
Line Type=MATERIAL, this will default please leave as is.
Paste the description from the line you are transferring
Select RETURN as the Transaction Type
Enter the Unit Cost for the material you are transferring (this does not have to be the total amount)
Click on the save button
Go to the Job where the materials actually belong (Syracuse Work Orders > Search for the Work Order Number)
Open the Work Order
Go to the Materials Section
Click on a button for a New Row
Verify the Shop Standing Work Order Cost to ensure you're seeing the appropriate + and -
Verify the Job Work Order to ensure the appropriate cost has been transferred