Inventory Reserved

□	When you need to Reserve Inventory for a specific Job - to ensure you have it when needed - use the Inventory Reserved sub-tab on the Job Costing Form to identify those Inventory item(s).

•	Use this choice if you want to have Inventory item(s) ordered for a specific Job.

•	You may also use this choice if you have Inventory which is in-stock and you want it reserved for this specific job.

•	Select the Inventory tab on the Job Costing Form, and then Click the Inventory Reserved sub-tab.

□	Special Inventory Reserved Option buttons:

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Job Costing's Inventory tab's Inventory Reserved sub-tab's Option buttons

•	Order Inventory - To enter a Purchase Order for Inventory item(s) that are not currently available, or simply to order them specifically for this Job.

•	This Order Inventory button allows the User to Create a Purchase Order for any Inventory Item(s) and have those ordered items automatically inserted into this Inventory Reserved tab following the directions outlined below:

▪	Vendor Search dialog - Using the Vendor Search dialog provided, Choose the Vendor from whom these Inventory Item(s) are to be ordered.

▪	A Purchase Order Form for the selected Vendor will be opened.

▪	Following the instructions in the Purchase Order chapter, Add a new Purchase Order for the required Inventory Item(s).

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Purchase Order created using the Order Inventory button on the Reserved Inventory tab of the Job Costing Form

▪	The Inventory Reserved information will be automatically updated to include the Inventory Item(s) that were ordered on this Purchase Order.

•	Reserve Inventory - To enter a reservation for existing in-stock Inventory item(s) specifically for this Job.

•	Choose the Inventory tab, Select the Inventory Reserved sub-tab, and then Click the Reserve Inventory button.

•	The Job Inventory Reservation Form will be displayed.

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Job Inventory Reservation Form

•	Select A Warehouse - Using the Drop-Down Selection List , Choose the Warehouse from which you want to make this Inventory Reservation.

•	Select Inventory Item - Using the Drop-Down Selection List , Choose the Inventory (Sale-Purchase) Item for which you want to make an Inventory Reservation.

•	Description - The default Description for this Inventory (Sale-Purchase) Item will be inserted.

•	Reserve - Enter the number of these items you wish to reserve.

•	Available - When you select the Warehouse location and the Inventory (Sale-Purchase) Item, the number of these items, that are actually Available at the selected location, will be displayed automatically.

►	Note: You cannot Reserve More Items than are indicated as Available!

•	Click the Reserve button (see mouse pointer in screen illustration above), and Confirm that this is what you want to do.

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Inventory reservation confirmation

•	Available - The Available count will be adjusted accordingly.

•	Close the Inventory Reservation Form.

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Reassign Inventory - Once at least one in-stock Inventory Item has been reserved, the Reassign Inventory option will be available to reassign that Inventory Item's reservation to a different Warehouse, or to Reassign Inventory items that were previously Reserved, but are no longer needed for that purpose, back to Stock.

•	Use the Release Inventory items dialog to return them to an In-Stock status.

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Job Costing's Inventory tab's Reassign Inventory function

•	Use Inventory - Once at least one Inventory Item has been reserved, the Use Inventory option allows you to indicate that the item has actually been used.

•	This button allows the User to record the usage of a specified quantity of a selected Inventory Item and Transfer that information to the Inventory Used tab following the directions outlined below:

•	Select the Inventory Item that was used.

•	Click the Use Inventory button to open the Job Inventory Usage dialog.

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Job Inventory Usage dialog accessed by Use Inventory tab

▪	Inventory Item - The Sale-Purchase Item code for the selected Inventory Item.

▪	Item Description - The default description of the selected Inventory Item.

▪	Usage Date - By default, this will be Today.

o	Use the Drop-Down Date Selection Box to Change the Date, if required.

▪	Quantity - Enter the quantity of the selected Inventory Item that was used.

▪	Warehouse - Use the Drop-Down Selection List to Choose the Warehouse location from which the Inventory Item(s) will be taken.

▪	Available - The quantity Available On Hand at the chosen Warehouse Location for this Inventory Item.

▪	Technician - Use the Drop-Down Selection List to Choose the Technician who has used the Inventory Item(s).

▪	Use - Click the Use Icon to record the usage update.

o	The indicated quantity of Inventory Item(s) that were used will be moved from the Inventory List tab to the Inventory Used tab.

▪	Close - Click the Close button to return to the Inventory List tab.