Source
Select the source type of the record you wish to cross-reference, and appropriate numbers for the three ID fields (explained below).
The default values are determined by the Source field and Stocked check box on the Items form, and by the Create PO Reqs from CO field on the Purchasing Parameters form. All default source references can be overwritten.
Select one of the options in the following table to indicate how the demand for this line/release is satisfied. On the Estimate Lines form, if the item is a non-inventory item, only Inventory, Purchase Order, and Requisition are available choices.
| Option | Description |
|---|---|
| Inventory | The material is a standard stocked item and is pulled from inventory when issued. This is the default when the Stocked check box is selected on the Items form for the item. The two source 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 when the Stocked check box is cleared and the value of the Source field on the Items form is Purchased. The source fields are the purchase order number and purchase order line number. These source fields can be set by clicking . |
| Job | A job order fills the requirement for the item. This is the default when the Stocked check box is cleared and the value for the Source field on the Items form is Manufactured. The first source field is the job number of the job that is producing the material for use in this next stage. This source field can be set by clicking . This job source defines the job bill of material for use by MRP or APS, the Job Cost Roll-Up, and Job BOM Copy utilities. |
| Requisition | The material is requested to be purchased from an outside vendor to be used on this job. This is the default when the Stocked check box is cleared and the Source field is Purchased on the Items form for the item and the Requisition parameters have been set. The source fields are the PO Requisition Number and PO Requisition Line Number. These source fields can be set by clicking . |
| Transfer | The item is a transfer item. This is the default value if the source code is set to Transfer. Transfers can act both as a demand and a supply source to satisfy demands created by COs and jobs. |
| Project | A line has been cross-referenced to a project. Select this option if you wish to cross-reference a line to a particular project. |
| SRO | A line has been cross-referenced to a service order. The source field shows the SRO number. |
The first ID field contains a job number if the first field is Job and a job has been cross-referenced to this line/release. This field contains a purchase order number if the first field is set to Purchase Order and a purchase order has been cross-referenced to this line/release. This field contains a purchase order requisition number if the first field is set to Requisition and a purchase order requisition has been cross-referenced to this line/release. This field contains a transfer order number if the first field is set to Transfer.
The second ID field maintains the job suffix, the PO regular or blanket line number, the purchase requisition line number, or the transfer line number.
The third ID field holds the job operation number, or for a blanket PO, the PO release number. For a regular PO, a purchase requisition, or a transfer order, this field is left blank.