Supplies are calculated in three ways in Job Profitability table. It is important to note that that figures change depending on the action taken which impacts the calculations.
Budgeted Supplies - is the total cost of all Job Supplies which are needed to be ordered.
Committed Supplies - is the total cost of all Purchase Order Lines created for Job Supplies.
Actual Supplies - is the total cost of all Supplier Invoice Lines allocated and accepted for Job.
To better explain this, let's use the following scenario of a job with a supply item with a cost of $50.00.
1. Add supply item ($50.00 cost) to job → Budgeted Supplies = $50.00, Committed Supplies = $0.00, Actual Supplies = $0.00
2. Create Purchase Order for job supply worth $50.00 → Budgeted Supplies = $0.000, Committed Supplies = $50.00, Actual Supplies = $0.00
3. Receive, Accept & Allocate Supplier Invoice → Budgeted Supplies = $0.00, Committed Supplies = $0.00, Actual Supplies = $50.00
The following scenarios and charts further illustrate a few more scenarios around budgeted, committed, and actual supplies.
Budgeted Supplies
Scenario | Budgeted? | Notes |
Supply marked as "Must Be Ordered" | YES | |
Supply marked as "Must Be Ordered" | ||
Supply added as Write In | NO | |
Supply NOT marked as "Must Be Ordered" but allocated to Supplier Invoice or Inventory Tracking disabled, or Quantity fully used | NO | |
Committed Supplies
Scenario | Committed? | Notes |
Supply marked as "Must Be Ordered" | YES | |
Supply not marked as "Must Be Ordered" | NO | |
Supply marked as "Must Be Ordered" but has no PO lines | NO | |
Supply marked as "Must Be Ordered" but has PO lines which is allocated to Supplier Invoice | No if lesser or equal to zero Yes if greater than zero | Subtract Actual Cost from Committed |
Actual Supplies