When you setup a Job Estimate you are also setting up Labor Demand and Material Demand. The purpose of the Job Planning lines is to establish the “Estimated” Cost of a Job. The lines could be for Materials, Labor, or even Subcontract services. This “Load/Demand” shows up on all the Job Statistic screens as Estimated Cost. Since the Planning Lines are technically below the Task Line, it is really the estimated cost details of that Task Line.
When you view it at the Job Level, it shows as total Estimate, but the Cost Categories are preserved. The great part about the Material Demand is that it can be linked directly to your Requisition Worksheet and then on into Purchase Orders. When you push the Expected Material list to the Requisition Worksheet from a Job, the Job Number follows along. So, the PO will also have the Job and Task number on the PO Lines. This is perfect as now that “Committed Cost” shows up on the Job Statistics Window.
This enables the “Buyer” for the Job to order Materials needed before they are an emergency. You skip the expedite fees when you have a procedure in place to carry out the Job Procurement Process. I encourage you to ask us for a Demonstration of this Procurement process.
This video will solve the issue of rapid procurement for a Job. See how we can expedite the order process with a direct link to the requisition worksheet from the Job Card. Click on the image above, to watch the video.