Source Button

Click this button to create a cross-referenced job order, purchase order, or requisition automatically from the information entered for the project, task, and material. A reference to Inventory means nothing is created.

The corresponding form of the originating source displays to allow you to specify a cross reference. For example, if you are producing an item as a job, the job is created when you click the Source button once. The cross-referenced Job Orders or Estimate Job Orders form displays when you click the Source button a second time.

See Cross-Referencing Demands to Supplies for detailed steps.

Note:  You cannot create a source cross-reference for a new record (you must save the record first). Make sure you select or clear the Plan on Save field appropriately before you save the record. If you plan to customize the BOM after cross-referencing, you must clear the Plan on Save field before saving the record.