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Phase Codes on the Job Materials List

Using Phase Codes on the Job Materials List was designed to indicate which parts will be needed at certain phases of the Job.  

At the top of the Job Materials is a checkbox labeled Show Phases.  When this check box is selected, the first column in the Parts List will display the default Phase Code for the Job Type.  If more than one Phase Code has been setup for the Job Type, you may select the appropriate Phase Code for each Part Line item.  For example, the Job Type has two default Phase Codes, Pre-wire and Installation.  On the parts that will be needed during the Pre-wire phase of the Job, the Phase Code would be selected.  The remainder of parts that will be used during second phase of the Job would have the Installation  Phase Code selected.  When ordering parts within the Job record, you will be prompted to select the Job Phase for which a purchase order is being created.

If one or more of the parts listed on the Materials List will be invoiced, the Phase Code of the Part must have a corresponding Phase Code on a Job Task which is flagged for Invoicing.

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