Reassign Purchases to a Different Job

This FAQ will go over how to use the “Reassign to Job” button. This is used to take items that were purchased for one job and reassign them to another job or no job.

Purchase Invoice Header

Start by clicking the “Reassign to Job” button in the header on the purchase invoice.

Choose a job from the purchase invoice, and then the job to reassign it to.

Then click “Reassign” and a pop up will then appear, saying that the reassignment was successful.

Line Item Options

Individual lines can be moved to a different job, by clicking the folder icon beside the ID and then clicking “Move From Job”.

This can only be done for special order items on a job that use WIP and is not linked to a sales order. If this is not the case, follow the Paid section in this FAQ.

Next, select the quantity to transfer, along with the job, phase, and job class.

Then select “Move Off Job” and new transactions for that item will be created.

Below is the purchase invoice that was created, with a negative line from the original job and a positive line to the new job.

Job Transfers

Line items can be moved to a different job or no job by going to the job transfers form on a purchase invoice. On the form, click the “Move” button beside the item that is to be moved.

Then select the pieces to be moved, new job, job phase, and a job class. If moving items to no job, uncheck the “Move to Different Job” box. 

Then select “Move Off Job” and then the pop up will say it was successful.

Reassigning Vouchers That Were Not Linked to A Job

Unpaid

If the voucher has not been paid yet: Unpost > Assign the Job > Post.

Paid

If the voucher has been paid, manually create a new voucher that has a negative line for that product/cost with no job assigned to it, and a positive line assigned to the job (net $0). This will effectively pull the cost out of “no job” and into the correct job.