Question

I am having another small issue- when I go to enter purchases for a job, then click on purchase complete, it does not register when I am trying to create an invoice. If I go into invoice options and try to select “completed” the invoices that I entered and clicked on “purchase complete” does not register. The invoice shows other stuff that I don’t want to invoice and not in relation to the purchases I entered. Im at a loss there.

Tyler

Answer

The problem is that the List Items With Status "Completed" in the Invoice Options is not the same as "Purchase Complete".

The "Purchase Complete" check box in the Enter Purchases form is there so that you can make the program not continue to pull up items to enter purchases for once you are done purchasing for that item. For example, on a long project, you may have a sub contractor that needs multiple payments for one of the job items (say, "Concrete"). In that case you can enter a purchase (for a payment that you make to the sub) and leave the "Purchase Complete" check box un-checked. Then you can come back and enter another purchase (payment to the sub) against that same item, and the item will keep re-appearing until you check the "Purchase Complete" check box.

On the other hand, the List Items With Status "Completed" (in the Invoice Options) refers to the item completion status in the job schedule. If you are not using the job schedule, then the item status will never get set to "Completed". If you are using the schedule, you can right click on the item in the schedule and check the "Completed" box to indicate that the item has been completed. The List Items With Status "Completed" in the Invoice Options, gives you a handy way to invoice for items as they are completed (in the schedule).

I hope that clears it up. Let me know if it doesn't.

Thanks!