Add Major Material Deliveries to Daily Log

The Major Materials section provides field staff the ability to record large material deliveries to the job site, such as concrete, steel or lumber. Entries are used strictly for reporting purposes and have no job cost implications.

PO Items can be imported into the Major Materials table and later be summarized when using the PO to Bill Wizard.


Adding Major Material Deliveries

  1. Navigate to the Major Material Deliveries section on the Daily Log Details page.
  2. Click the Add / Import Items drop-down on the far right.
  3. Select one of the options below.
    • Option A - Add Manually
    • Option B - Import PO Items
    • Option C - Import Work Items from Cost Database
  4. Please see steps below based on the option chosen.

Option A - Add Manually

  1. Enter the Material Description.
  2. Enter a Quantity.
  3. Optional: Enter the Units (eg. Ea, FT, CuYd)
  4. Optional: Enter the Time of delivery.
  5. Optional: Enter the Location where the material was delivered. This could be a specific location on the jobsite.
  6. Optional: Enter any comments
  7. Click the Add and New or Add and Close button below the grid.

Option B - Import PO Items

  1. Navigate toe the Filter Informaton section.
  2. Select the Supplier from the drop-down.
  3. Select the PO from the drop-down. This will then refresh the PO Items grid.
  4. Select one or more PO Items.
  5. Click the Add or Add and Close button below the grid.

Option C - Import Work Items from Cost Database

If Work Items have been added to the Estimating Module, then these items can be imported rather than entered manually.

  1. Optional: Use the Search field to filter the Work Items listing.
  2. Select the Work Item by clicking the checkbox on the left.
  3. Enter the Quantity.
  4. Repeat steps 1-3 for additional work items.
  5. Optional: Enter the Receive Time shown below the grid.
  6. Optional: Enter the Delivery Location shown below the grid.
  7. Click the Add or Add and Close button below the grid.