Assign Material In A Purchase Order To A Job

This article supports Legacy Inventory, previously known as Systemize Inventory Edition, which is supported but no longer available for purchase.

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The easiest workflow is to begin by creating a Purchase Order for a specific Job. See Related Articles below for more information on creating Purchase Orders.

  1. Open the PO and click the Assign Serial Numbers button.

    assign serial numbers

  2. If known, enter the Supplier's Batch Number, as well as the Location where you want the Material to be unloaded to when it arrives.

    enter batch number and location when assigning serial numbers

  3. You will see the related Job listed at the bottom of the PO, but you need to click on Available to assign the individual serial numbers to the Job.

    click availabel to assign serial numbers

  4. Confirm that Job is listed as the Process, and then click in the Job field. Select the Job Name when it appears.

    select job to associate with the PO

  5. The allocated quantity will be filled in automatically. Click Save.

    allocate serial number

  6. When you have repeated the steps for each Serial Number, you will see that each has been assigned to the Job.

    serial numbers assigned to a job