![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/JOB-MATERIAL-PLANNING.png\")
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On the Job card set <\/span>Use Job Material Planning<\/b> as True. This will enable user to create Job Material Planning (JMP) for this Job. After enabling this option go to Job planning Lines from the job card and mention the relevant Lines. All the lines that are marked under Budget\/Both Budget and Billable under job planning lines would be considered under Job Material Planning for type Item & Resources.\u00a0<\/span><\/p>\n For selecting Job Planning Lines go to Process → Job Planning Lines(Editable) option from Job card.<\/span><\/p>\n Once you have mentioned all your defined cost and price in Job Planning Lines than from the Job card → Process → Job Material Planning. Click On job Material Planning (JMP) option to go to JMP option.<\/span><\/p>\n From this option Job Material Planning (JMP) worksheet would open.<\/span><\/p>\n 2. COPY BUDGET TO JOB MATERIAL PLANNING<\/b> <\/p>\n At JMP worksheet From Actions → Functions → Copy Job Planning Lines you can copy Resources\/Item lines of type Budget\/Both Budget and Billable, mentioned in your Job planning lines onto your JMP worksheet. If you want you can add extra items and resources also on the JMP worksheet that are not mentioned at the time of Job Planning Lines.<\/span><\/p>\n After Clicking on the Copy Job planning Lines option, system would ask for option, select Yes and all lines would be populated.<\/span><\/p>\n Items & Resources lines will populate in the JMP worksheet. Mention the relevant \u201cDocument No.\u201d and \u201cDate Ordered By\u201d fields in the JMP worksheet as required, you can enter multiple document numbers and dates if you want to plan this accordingly for different dates and document numbers. Update the Vendor No. against which you want to carry out your procurement process at the JMP worksheet. In case vendor is defined on the Item & Resource card, then system picks automatically from the masters.<\/span><\/p>\n Check available inventory from the \u201cInventory Available\u201d column in the JMP worksheet<\/span><\/p>\n 3. REQUISITION WORKSHEET PROCESS<\/b><\/p>\n Once you have mentioned all the required fields on the JMP worksheet. You can procure either Items or Resources or both from the options available at the Process tab of JMP worksheet.<\/span><\/p>\n <\/p>\n Now depending on the need there can be two options i.e. either you are procuring an Item or procuring a resource.<\/b><\/p>\n Option 1: Procurement of Items<\/b><\/p>\n Go to Process → Requisition Worksheet: On Requisition Worksheet → Process → PP Calculate Plan.<\/span><\/p>\n Select the options available on the PP Calculate Plan<\/span><\/p>\n When you click on OK it would populate all Items mentioned in the JMP worksheet for this particular Job under the mentioned selected dates range.<\/p>\n Once the lines are populated on the requisition worksheet, select the lines for which you want to generate the Purchase Order by selecting\/removing the check mark on \u201cAccept Action Message\u201d. The \u201cAction Message\u201d indicating New, means it is creating a new Purchase Order since there are none in stock.\u00a0<\/span><\/p>\n Once you have selected the lines against which you want to generate the PO, click on \u201cCarry Out Action Message\u201d.<\/span><\/p>\n Please ensure that Vendor No. field is populated\/entered manually before creating a PO.\u00a0<\/span><\/i><\/p>\n Click On OK and your subsequent PO would be generated. Close out the Requisition Worksheet and review the Job Material Planning Worksheet. You can see that the Purchase Order was created and can drill down from this page to review the PO created from requisition worksheet.<\/span><\/p>\n 4. RECEIVING ITEMS THROUGH REQUISITION WORKSHEET<\/b> <\/p>\n Selecting Purchase Order through Requisition Worksheet to record Receipts <\/b><\/p>\n Click On \u201cShow document\u201d to open the PO.\u00a0<\/span><\/p>\n When the item is ready to be received, go to the Purchase Order through the JMP Worksheet (shown in the above step).\u00a0<\/span><\/p>\n If you would like to \u201cStage\u201d this item to be shipped to the job site, click the box \u201cStaged\u201d on the PO lines before receiving it in.\u00a0<\/span><\/p>\n Please review the \u201cQty. To Receive\u201d field to ensure you are receiving the correct quantity.\u00a0<\/span><\/p>\n Click on Post under posting tab and click on \u201cReceive\u201d or \u201cReceive and Invoice\u201d option.<\/span><\/p>\n After posting the PO with partial Quantity of 5, you can see that JMP Worksheet is updated with \u201cPO Qty.\u201d as showing that an outstanding PO exists with quantity 5. Also, \u201cPO Qty Rcd.\u201d and \u201cQuantity Invoiced\u201d fields are showing the quantities that have been received and invoiced, respectively.<\/span><\/p>\n When these staged items are ready to be moved to the staging area, on the JMP worksheet go to Actions → Functions → Job Journal<\/span><\/p>\n On the Job Journal, click on Process → Get Staged Items<\/span><\/p>\n Enter the Document No. mentioned on JMP worksheet and the Posting Date on which you want to post the journal lines.<\/span><\/p>\n Once the job journal is ready for posting, go to Post\/Print → Post<\/span><\/p>\n When you revisit the JMP Worksheet, you will see that PO Qty Received of 5 is now in \u201cPO Qty Staged\u201d.<\/span><\/p>\n 5. CREATING JOB DELIVERY TICKET<\/b> <\/p>\n Selecting Delivery Ticket Report from Job Material Worksheet<\/b><\/p>\n When items are ready to be shipped to the job site, print the <\/span>Delivery Ticket<\/b> for same.<\/span><\/p>\n Print the Delivery Ticket with Post off for report only. When you are committed to your delivery of items run the report again and select \u201cPost\u201d to update the Requisition Worksheet that material items have been shipped.<\/span><\/p>\n When you revisit the JMP Worksheet, you will see that your \u201cPO Qty. Staged\u201d of 5 is now moved to \u201cJob Site Vendor Qty.\u201d<\/span><\/p>\n Option 2: Procurement of Resources\u00a0<\/b><\/p>\n On the JMP Worksheet, go to Process → PP Purchase Resources<\/span><\/p>\n Click on Yes if you want to open the Purchase Order card. When you revisit the JMP Worksheet, you will see that your PO Qty is updated.<\/span><\/p>\n Click on the PO Qty and it would redirect you to PO screen where you can receive these resources.<\/span><\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/JOB-MATERIAL-PLANNING-2.png\")
<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/JOB-MATERIAL-PLANNING-3.png\")
<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/JOB-MATERIAL-PLANNING-4.png\")
<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/JOB-MATERIAL-PLANNING-5.png\")
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<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/JOB-MATERIAL-PLANNING-7.png\")
<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/JOB-MATERIAL-PLANNING-8.png\")
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![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/go-to-process.png\")
<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/Procurement-of-Items.png\")
<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/go-to-process-2.png\")
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\n \nFIELD<\/th>\n DESCRIPTION<\/th>\n<\/tr>\n<\/thead>\n \n Starting Date:<\/b><\/td>\n Starting date for calculating plan corresponding to the \u201cDate Ordered By\u201d field on JMP worksheet<\/span><\/td>\n<\/tr>\n \n Ending Date:<\/b><\/td>\n Ending date for calculating plan corresponding to the \u201cDate Ordered By\u201d field on JMP worksheet<\/span><\/td>\n<\/tr>\n \n Use Forecast:<\/b><\/td>\n Specifies a forecast that should be included as demand when running the planning batch job. <\/span> → <\/span><\/i>Not used in ProjectPro<\/u><\/span><\/i><\/td>\n<\/tr>\n \n Exclude Forecast Before:<\/b><\/td>\n Specifies how much of the selected forecast to include, by entering a date before which forecast demand is not included. <\/span> → <\/span><\/i>Not used in ProjectPro<\/u><\/span><\/i><\/td>\n<\/tr>\n \n Respect Planning Parameters:<\/b><\/td>\n Specifies that planning lines triggered by safety stock will respect the following planning parameters: Reorder Point, Reorder Quantity, Reorder Point, and Maximum Inventory in addition to all order modifiers. If you do not select this check box, planning lines triggered by safety stock will only cover the exact demand quantity.<\/span> → <\/span><\/i>Not used in ProjectPro<\/u><\/span><\/i><\/td>\n<\/tr>\n \n Job No. Filter:<\/b><\/td>\n Filter the worksheet by Job No. to show only selected job\u2019s lines.<\/span><\/td>\n<\/tr>\n \n Use Job Demand Only:<\/b><\/td>\n Set this as True, to get job demand for only selected job.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n ![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/go-to-process-3.png\")
<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/Carry-Out-Action-Message.png\")
<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/Carry-Out-Action-Message-2.png\")
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\n \nFIELD<\/th>\n DESCRIPTION<\/th>\n<\/tr>\n<\/thead>\n \n Print Orders:<\/b><\/td>\n Place a check mark on this, if you want to print or email them to vendors<\/td>\n<\/tr>\n \n Print by Job:<\/b><\/td>\n This will create a new Purchase Order per Vendor per Job. If you run requisition worksheet wide open without running for a specific job, then you can check this option to avoid getting one Purchase Order, per Vendor for all Jobs.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n ![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/PO-1.png\")
<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/PO-2.png\")
<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/Receive-1.png\")
<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/Receive-2.png\")
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<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/JMP-worksheet.png\")
<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/JMP-worksheet-2.png\")
<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/job-journal.png\")
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<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/Delivery-Ticket-1.png\")
<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/Delivery-Ticket-2.png\")
<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/Delivery-Ticket-3.png\")
<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/Job-Site-Vendor-Qty.png\")
<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/Procurement-of-Resources-1.png\")
<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/Procurement-of-Resources-2.png\")
<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/Procurement-of-Resources-3.png\")
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![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/Procurement-of-Resources-6.png\")
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<\/p>\n![\"null\"](\"\/user-guide\/wp-content\/uploads\/2021\/11\/Procurement-of-Resources-9.png\")
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