This Help File Page was last Modified on 06/01/2019
❑Understanding the Inventory\Materials Drop-Down Info Box
•Click the Down-Arrow on the Mat.\Inv. field located in the Completion section of the Work Order Form to display the Inventory/Materials Drop-Down Info Box
✓This is where the various Inventory Items and Materials (itemized expenses) - that were used by the Technician(s) who completed the repair, installation, or inspection requested on the Work Order - are recorded.
✓Specifically, this Inventory/Materials Drop-Down Info Box is used to identify each Material and/or Inventory Item that was required, the Description of that item, the Quantity used, the Price to be charged for the Item, the Technician who installed/used it, and if it was an Inventory Item, the Warehouse from which it was taken; and if appropriate, to whom any earned Commission is to be credited for this item on the Work Order.
1)The Job ID shown at the top of Work Order will have a "Job ID" number assigned; and
▪For more information review the:
❑Recording the Inventory Items that were installed, and/or the itemized Material expenses consumed to accomplish this service work:
•Click the Down-Arrow on the Mat.\Inv. field
•The Inventory/Materials Drop-Down Info Box will be displayed.
Work Order Form Inventory\Materials Labor Drop-Down Info Box on the Work Order Form
•Click the Icon on Ribbon Menu at the bottom of the Inventory/Materials Drop-Down Info Box to start a new entry:
•Date Used - The current Date is inserted automatically
✓If required, you (re-)set the Date by using the Drop-Down Calendar/Date Entry field.
✓Please review ØNote 1 above.
While entering an individual Item, if the list of Sale-Purchase Items is too long to easily locate the required Item, Click the Advanced Item Search Icon to display the Advanced Sale Item Look-up dialog.
•Description - The Description created, for the Sale-Purchase Item selected above, will be inserted.
✓This default description may be modified, if needed, for improved clarity.
✓If a Department has been assigned when the Work Order was created, it will become the default Department,
✓Therefore, that Department will automatically be inserted when an Inventory/Materials expense record is added.
➢Note: Although this field is usually used by those Companies who have implemented the MKMS General Ledger System, Departments may be defined for/by any Company and assigned here, as appropriate.
•Qty - Enter the Quantity that was used (the default value is 1 but may be changed as required, with up to two decimal places permitted such as 1.25).
✓To recognize that previously entered Inventory items and/or Material costs were not used/needed, a negative Quantity may be entered
✓However, never enter a negative Price (see below).
•Price - The Retail Price of the selected Sale-Purchase Item will be inserted automatically if recording an Inventory item, but generally not if recording a Material cost..
✓This is the "Retail Price" that will be billed to the Subscriber and it not filled in automatically, enter is manually.
✓This Retail Price may be modified if it was inserted automatically, when appropriate.
•Net - The result of the Quantity (Qty) multiplied by the Price.
•Tech - By default, this is the Lead Technician assigned to the current Work Order.
✓If the Lead Technician has not been assigned, use the Drop-Down Selection List provided to Choose the Technician who installed this item.
✓Use the Drop-Down Selection List provided to Choose a different Technician, if appropriate, when Multiple Technicians were assigned to this Work Order.
✓A Tech must be assigned to each Inventory\Material record that is entered.
•Commission to - A Salesperson may also be identified on the Inventory/Material record of a Service Request.
✓If assigning a Salesperson to an Inventory\Material record, only those Employees whose Employee Type is identified as either Sales or All will be available (in the Drop-Down Selection List list) for populating the Commission to field.
•Click the Save Icon on the Inventory/Materials Drop-Down Info Box Ribbon Menu to record this Inventory\Materials charge.
Warning - Negative Inventory
▪Click the Yes or No button, as appropriate.
▪Repeat these Inventory\Materials steps, as needed.
✓Once this Work Order is Invoiced (using the Invoice button on the Completion section), modifications to these entries can no longer be made.
❖This Pop-Up Negative Inventory Warning will also be displayed when an Inventory item is added to an Invoice and the addition of that Inventory item results in a Negative On Hand Quantity value for that Inventory item, but only if the ConfirmNegativeInventory option in the Company Settings Form is set to True ("T").
•Exclude Invoice Labor? - Check this box (located at the bottom of the Work Order Form) to exclude the Labor charge associated with any Sale-Purchase Item entered in the Mat.\Inv. Drop-Down Info Box field if there was also a Labor Installation entry in the Job Cost Categories section of the associated Inventory Item because:
✓In this Job Cost Categories section the User may identify the associated Labor Costs for the installation of that Inventory Item.
✓These Labor Costs include the Labor Hours, Employee Pay Rate and the Retail Pay Rate.
✓This Exclude Invoice Labor? option allows the User to tell MKMS to ignore these predefined Labor Costs when creating an Invoice which includes Inventory Items.
Search Proposal Packages dialog
▪Click the Packages Icon to open the Search Proposal Packages dialog.
▪Select the desired Proposal Package.
▪Click the OK button to Close the Search Proposal Packages dialog.
▪The contents of the Selected Proposal Package will be inserted into the Inventory\Materials list.