Working with 12-Inventory > 12-2 Inventory Allocation > Inventory Allocation Records > Entering records for inventory used on contracts

Entering records for inventory used on contracts

Note: This functionality is available only if you have the Inventory Add-On Module.

When you use inventory on a contract, you can enter a transaction to record its consumption.

To enter a record for inventory used on a contract:

1 Open 12-2 Inventory Allocation.
2 In the Ticket# text box, enter the tag or ticket number.
3 In the Job text box, enter the job number.
4 If the job uses phases, enter the phase number in the Phase text box.
5 In the Order# text box, enter the order number.
6 In the Date text box, enter the date of the transfer.
7 In the Status list, click the record status.
8 In the Description text box, enter a brief statement about the transaction.
9 In the grid, do the following:
a In the Part cell, enter the part number.
b In the Quantity cell, enter the quantity of parts.
c In the Source cell, enter the location where the part is coming from.
d In the Account cell, enter the job expense account number.
e In the Subaccount cell, enter the subsidiary account you want.
10 Repeat step 9 for each item.
11 On the File menu, click Save.

Tip: You can verify the availability of stock when you save an inventory record.

Links to more information . . .

More resources

For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.

For additional training on Sage products, visit Sage University.