Material Sales - Setup Considerations for Quarry Production

Quarry production relies heavily on the setup in inventory, job costing, and equipment for transaction entry. The following is a setup checklist:

1. Is an inventory warehouse location entered in the job’s Warehouse field located in the Job Costing > Job > Enter Job screen? Is the same warehouse assigned to the inventory item?

2. Does the inventory item belong to the same company as the job?

3. In Job Costing’s Assign Cost Codes screen is an inventory job category assigned to the phases? Navigate to Inventory Item Detail > Taxes > Production Credit JC Category field. The value of category entered here must be assigned to the cost codes of the job where the production credit will be posted to.

4. Is the same category assigned to the Production Credit JC Category field in inventory at the class level or on the Taxes tab of the Item Master or Item Detail screen? A change in the JC category will not trickle down from class or item master, check if the correct category is assigned to the Production Credit JC Category field on the Taxes tab in the Item Detail screen.

5. Is the inventory item ‘Production’ checkbox checked (standard Treeview path: Inventory > Setup > Item Master or Item Detail)?

6. Is the ‘Production Revenue’ checkbox checked on the Transaction Codes tab of Setup > Enter Equipment in Equipment Costing, beside the revenue transaction code that will be used for rate setup?

7. If additional rates for equipment usage will be used, is an additional rate created for the same WM code used by the phase? Only one WM code is allowed.

8. Are daily rates entered for revenue transaction code for the master piece of equipment to be used in quarry production? Only daily rates will be considered.

9. Are all revenue and expense GL, JC, and equipment codes assigned to the rate types associated to the master piece of equipment to be used? Posting will fail if this information cannot be found.