Billing a Job Purchase Order Receiver

FOR DIRECT SHIPMENTS

After a JOB Purchase Order has been received, a DT needs to be created for each Purchase Order Receiver in order to bill the material for a JOB to the customer.  After material has been received, go to Misc -> Job Control -> Job PO Bill Receiver to create the billing document for Job Type Purchase Order Receivers.  The following screen will open:

1. All above fields are required.
    

• Job #:

• PO #:

• PO Receiver #:

• Price Multiplier:

• Lot Price First Item:  Select YES if the first item on this receiver is priced as LOT.  Select NO if the first line on this receiver is NOT LOT.

2. When all fields are filled select Submit to Bill PO Receiver and Create a DT.
   
      
    

3. Click OK to continue and the DT Report will open.  Once the DT is created it is handled in the same manner as any other DT created outside of a JOB - material is Packaged, Shipped and then Invoiced.
   
   
    

4. The above process must be completed for every receiver.  Every receiver must have a DT created for it. 

Additional Instructions:

• No billing is to be done on the last day of the month, this allows for invoice maintenance to occur without issuing the customer an unnecessary credit.
   

• If we are to pay a freight charge from a vendor invoice, the freight cost must be carried over from the vendor invoice and purchase order receiver to the customer invoice as a Cost Adjustment.
   

• All vendor invoices must be billed to the customer by the 20th of each month.  Allows time for the customer to get a draw by the end of the month and also helps us get paid faster by not having a month of lag time.