JobBOSS | Ideas

Logan Paquin,

Sorry for not responding to this earlier, I just saw your question.

We do not buy any material for a job as a rule. All of our material is picked from stock for traceability reasons. And most of the material we use is very expensive and some times we need to make a minimum purchase of that material. There are times we will buy that material and have and have the customer pay for it (thus they own that material). This material might be consumed over a large period of time over multiple jobs for that customer. So we will hold the material at our facility and the next time we get a job from that customer for a job that requires that material have it planned for that job.

We also are approved as a FAA Repair Station so we will have customers that will ship us parts for repair but they might not immediately place a PO so we do not put a job in the system so we might hold theses parts in our system for traceability and visibility purposes (this part applies more towards Hardware or Finished Goods which I have also requested)

What we are asking for is to have material type of "Customer Owned ", now since Raw Stock has been separated out of Material we would need to have one for Raw Stock and one for Material. The other option would be to have a Sub Type to identify this material as Customer Owned. And that material would be Reserved for that Customer only. We would also like to make sure that we are only able to consume that material for jobs for that customer. So we would need to have have a method to link this material to customers that own this material and in some situations it might be multiple different customers. (this would be similar to the Customers Tab in the Material Module)

Our current work around is to have material in using our material / part numbering convention with a "-CUST" at the end of the part number. We then attribute the material to that customer using the Lot Tracking field. The problem with this is that we might have multiple customers that use that same material so we actually need to go into the lot numbers to see if we have enough of that customers material on hand to complete the order. And we sometimes have jobs that are due out multiple years on the books so this can be labor intensive and prone to errors. We also need to make sure we hold this material in at $0. We also need to make sure that when we are quoting this part we need to look in the system and make sure we have enough material on hand to make the number of parts requested otherwise we need to add purchasing this material as an item on the quote. The things we have to do to purchase this and then charge the customer for the material is also very difficult, time consuming and from a data / system perspective very weird. There are times we have put this in as a job and then there are other processes we need to have done to this raw material by outside vendors before we can use it. We then use this job to invoice the customer for all the cost. Then we need to transfer this to inventory. The problem is that we we cannot have a Raw Material in as a part number for a Job. The way we trick the system is to change the part number slightly so that it looks like a Misc part number for the job then when we transfer the material to stock using the Material Control / Transfer Module we put in the Raw Material name we want to use. This way we have process trail in Jobboss of how this material wound up in the system.

When the material is shipped to us from the customer we do it an other way.

Andy,

Could you add some additional detail or context to this? What is it specifically you want to change or add to the product? Thanks!