Apply Inventory Items to Jobs

Related topics

Apply purchases to jobs

Purchase items for jobs

Apply payroll expenses to jobs

Enter items in inventory for jobs

Apply overhead to jobs

Apply sales to jobs

Invoice for jobs

Apply job-reimbursable expenses to sales invoices

Set up a job

Perform other job costing tasks

Read the job costing overview

If you have already purchased and entered a stock item that you want to use for a job or you have the item in stock, you can use the Inventory Adjustments window for recording the usage of that item. At this time, you can specify the job information for costing purposes.

Note: The cost applied to the job is determined by the item's costing method.

You don't need to do this if you'll bill your customers for the inventory item by selecting it as a line item with the job on the sales invoice. The cost will be applied at the time the invoice is saved. Click here for steps to bill customers for inventory items used for jobs.

  1. From the Tasks menu, select Inventory Adjustments.
  2. Enter or select the item ID.
  3. Enter or select the job ID for which you need this item. Select a phase and cost code, if necessary.
  4. In the Adjust Quantity by field, enter the number of units you are applying to the job with a minus sign in front of the number.
  5. Enter a Reference number and Reason to Adjust for reporting purposes.
  6. Click Save.