Cross-Referencing a Job Material to a Purchase Order

Use the Job Materials form to cross reference a job material to a purchase order.

1. On the Job Materials form, add a new material or select an existing one.
2. Select the Source tab.
3. Make sure Purchase Order is selected in the Ref field.
4. To cross-reference the job material to an existing purchase order, enter the PO number in the unlabeled field next to the reference field. In the second unlabeled field, enter the PO line number (or leave it blank to create a new line on this PO).

To create a new purchase order and assign a particular PO number, enter the PO number. To create a new purchase order and allow the system to assign a PO number, leave the field blank.

5. Click the Source button. The system creates a purchase order and purchase order line that is cross-referenced to the job material and inserts the PO number into the Reference field.
6. Optional: You can click Source again to display the cross-referenced purchase order line.

NOTE: You can cross-reference to a range of purchase orders using the Material Planner Workbench form.

Deleting or Updating the Cross-Reference

After a cross-reference is created, you can change it by either removing the line item or changing the cross-reference information, thus deleting the cross-reference. When this happens, the system displays a warning message indicating the cross-reference will be unlinked.

To view unlinked references, you can filter on the Unlinked Reference check box. You can then do one of the following:

• Clear the Unlinked Reference check box so that the record is no longer unlinked. There is no indication in the system that the record was ever cross-referenced.
• Delete the supply record.
• Leave the Unlinked Reference check box selected.

Related Topics

Receiving Cross-referenced Items