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Post date: Mar 15, 2013 3:14:56 PM
The new 'Direct Entry' function represents the most streamlined way to create lines on an order.
The Direct Entry function calculates the proportionate billing values for the labor and material of EACH line on your order - so if you need to bill items at different times, OR bill material and labor separately, the individual billing values (prices) for each item are already automatically broken out. So at the time of billing you only have to determine which items to bill, not how much for each. This is also useful for required forms like the AIA 'Schedule of values' which is sometimes required with applications for payment.
Creating NEW Dedicated Items Or Using EXISTING Expensed Items
The Direct Entry can EITHER create new, dedicated inventory items for each of the material items on the order OR it can insert existing expensed items on to your order, which can automatically be turned into dedicated items and ordered later. To use an existing expensed item, enter the item number you wish to use into the box above the grid of items:
4) It no longer uses OHDirect data, and is not limited to OHDirect quotes or summaries: any kinds of items, installation or service, from any vendor(s) can be added and calculated. (NOTE: planned changes in OHDirect will no longer make it possible to 'read' OHDirect data as before - this function anticipates those changes.)
3) It minimizes the required entry to just a few typed entries and creates all the inventory items, then adds those items and the corresponding labor items in one click.
2) As part of the SMCP, you no longer need to run it in Microsoft Windows: now it works on any web-enabled device, just like the rest of the program.
1) It is integrated into the SMCP - you can access it directly from the 'Order Detail List' screen.
This function is the heir to the old 'Contract Breakdown' program with the following differences:
If the order is a long running contract, and you may not want to place your order for the items to the vendor immediately, you may prefer to place the items on the order as expensed items at first, and later, when you know more of the details and exact costs, you can convert them to dedicated items and create your PO. This is the reason for the 'expensed' version of this function.
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