Auditing / Posting material requisitions from the technician’s handhelds and updating job costing.

Below is a step-by step guide on how to post material requisitions  in SuccessWare21 that were created by
technicians out in the field using SWRemote. Also, after posting the inventory
transaction I will cover how to go into the invoice screen and cost out the
material to the job.

 

1.)    First, Open the Inventory Manager (21 Button – Purchasing – Inventory Manager)

2.)    Secondly, click on a transaction to open it.

3.)    Next, verify all the parts are appropriate to the job.

4.)    Then,click “Post” and close the requisition.

5.)    Once that is complete click on the job and press F10 to bring up Invoice. Click the
“Enter Cost” button.

6.)    Next, select the Item to be Tagged button. (Looks like a suitcase tag in the lower
left hand side)

7.) Check off all of the items and click “ok”. Now you should see an
updated job cost.