Source Type/Reference Type

On some forms, this field is labeled Type, Ref or Source and includes three additional unlabeled sub-fields.

Select the material reference type to indicate how the demand for this line/release is satisfied:

• Inventory: the material is a standard stocked item and is pulled from inventory when issued. This is the default value when the Stocked field is selected on the Items form for the item. The two reference sub-fields are not entered and remain blank (zero).
• Purchase Order: the material is purchased from an outside vendor to be used on this job. This is the default value when the Stocked field is cleared and the Source field is set to Purchased on the Items form for the item. The reference fields are the purchase order number and purchase order line number that are tracking the item.
• Job: another job order fills the requirement for the item. This is the default value when the Stocked field is cleared and the Source field is set to Manufactured on the Items form for the item. The first reference field is the job number of the job that is producing the material for use in this next stage. This job reference defines the job bill of material for use by MRP or APS, the Job Cost Roll-Up and Job BOM Copy utilities.
  Note:  When you use the Copy Routing/BOM form, the system creates sub jobs for materials within subassemblies only if the material has a reference of Job.
• Requisition: the material is requested to be purchased from an outside vendor to be used on this job. This is the default value when the Stocked field is cleared and the Source field is set to Purchased on the Items form for the item and the Requisition parameters have been set. The reference fields are the PO requisition number and PO requisition line number.
• Transfer: the item is a transfer item. This is the default value if the Source field is set to Transferred on the Items form for the item. Transfers can act both as a demand and a supply source to satisfy demands created by customer orders and jobs.

EXAMPLE: The Source field displays Not in Stock as an Inventory. Change the Inventory to Job for a job to satisfy requirements.

The default values are determined by the Source field and Stocked field on the Items form, and by the Create PO Reqs from CO or Create PO Reqs from Job field on the Purchasing Parameters form.