To print a Materials Ordering Schedule, click on Purchase button in the shortcut menu, then click on Materials Ordering Schedule.
The Materials Ordering Schedule lists the date that job items must be ordered in order to be delivered to the job site by the date that they have been scheduled for installation.
The Materials Ordering Schedule determines when an item needs to be ordered by subtracting the order lead time from the scheduled installation (delivery) date.
Note: The Materials Ordering Schedule only lists items that are selected to appear on the schedule (Schedule Item is checked in the Edit Job Estimate form).
The Materials Ordering Schedule works the same way as the Create Purchase Order form. When you enter a range of dates to select items to purchase in the Create Purchase Order form, the program selects the items that need to be purchased during the current week in order to be received in time for their scheduled installation.
Both the the Materials Ordering Schedule and the Create Purchase Order form list items to purchase regardless of whether they have a product associated with them, but a subtle difference is that the Materials Ordering Schedule lists items that have an estimated material count and cost, whereas the Create Purchase Order form lists items that have either estimated material, subcontract, equipment, or other count/cost.
The Materials Ordering Schedule form has the following prompts:
| Show All Jobs |
| Check Show All Jobs to list lead time order items for all jobs. |
| Include Item Notes: |
| Check Include Item Notes to include item notes in the list of materials to be purchased. |
| Vendor: |
| Select a vendor, or "(All Vendors)" to list scheduled purchases for all vendors. |
| Product: |
| Select a product, or "(All Products)" to list scheduled purchases for all products. |
| Date From: |
| Enter the date from which to include scheduled purchases. |
| To: |
| Enter the date to which to include scheduled purchases. |
| View button |
| Click View to view a print image of the report. This will display the report in the report viewer form. |
| Print button |
| Click Print to print the report. |
| Exit button |
| Click Exit to close the form. |
The Materials Ordering Schedule report has the following columns:
| Order Date |
| The date on which the job item must be ordered. |
| Lead Days |
| The item's Order Lead Time, as entered in the Job Edit Job Estimate form. |
| Delivery Date |
| The date on which the job item is scheduled for work. |
| Job |
| The Job name. |
| Vendor |
| The item's Vendor, as entered in the Job Edit Job Estimate form. |
| Job Item |
| The name of the item on the first line followed by the product description on the second line. |