This Help Article covers;

There are 2 ways to move Product(s) from one Job to another Job OR Site Visit to Site Visit;

Reassigning a Purchase Invoice/Credit Note is done from an Open Purchase Invoice/Credit Note

Reallocating Product(s) can be done from an Open Purchase Invoice/Credit Note or the Unsold Costs Expanding Section of a Job's Sales & Costs Top Tab

A Purchase Invoice/Credit Note not Assigned to a Job can be Reassigned to a Job. Purchase Invoice/Credit Notes not Assigned to a Job display a red bar to the left of their line on the Purchases List

⚠️ NOTE: Time entries follow the Qty of Timesheets as 1 item. If a portion is Invoiced the remaining portion cannot be reallocated. If you want to reallocate a portion of the Time, this needs to be done by splitting the Time at Timesheets before Invoicing.

💡 TIP: To find all Purchase Invoice/Credit Notes not Assigned to a Job, sort the Job Column ascending, they will display at the top. When finished don’t forget to set the sort back to "Date"

1. From an Open Purchase Invoice/Credit Note, Press the [REASSIGN] button to display the Reassign popup

2. From the Reassign popup, Enter OR Select a Job/Site Visit from the Job drop-down list, then Press [REASSIGN] to reassign the Purchase Invoice/Credit

💡 TIP: You do not need to unlock the Purchase Invoice/Credit Note to reassign. If left unlocked the Product Lines of the Purchase Invoice/Credit will not pull into a Sales Invoice on [GET COSTS].

1. From an Open Purchase Invoice/Credit Note, Press a Product Line to expand and display the Reallocate to Job popup

2. From the Reallocate to Job popup, Press the [+ADD] button to display a new Allocations Line

3. From the new Allocations line, Enter OR Select a Job/Site Visit from the Job drop-down list, then Enter a Quantity to be Reallocated

💡 TIP: To Reallocate Product(s) to another Job(s) repeat steps 2 and 3.

4.  When you have finished the Reallocations, Press the [CONFIRM] button to save the allocations

⚠️ NOTE: Product Allocations line Quantities cannot be more than the original purchased Quantity.

1. From the Unsold Costs Expanding Section of a Job's Sales & Costs Top Tab, Select Product(s) by ticking, then Press [REALLOCATE] to display the Reallocate to Job popup

2. From the Reallocate to Job popup, Enter OR Select a Job/ Site Visit from the Job drop-down list, then Press [CONFIRM] to Reallocate the Product

1. From the Unsold Costs Expanding Section of a Job's Sales & Costs Top Tab, Press on the View Allocations Icon of the Product line to have the Quantities split

2. Follow Steps 2 to 4 of the "To Reallocate Product(s) of a Purchase Invoice/Credit Note;" above