How To: Purchase Resource Capacity

When a company runs out of, resource, capacity there is the option to purchase additional capacity or to subcontract work to external resources. The following settings on the resource card required:

1. Type Resources in the Search box to open the Resources list.
2. Select the Resource card you want to purchase and click Edit.
3. On the Invoicing fast select a Vendor No. for this resource.
4. On the Jobs fast tab check the "Job Purchasing Resource".
5. Optionally type a Direct Unit Cost on the Invoicing fast tab to be used in the Purchase Order.

In the Job Budget line the Resource can be selected and with the Purchase Line Amount, Purchase Line Discount and Purchase Line Amount the purchasing values can be specified more in detail. To actually purchase this line:

1. Copy the budget line to the Resource Planning Line.
2. Open the Resource Planning Line and set the status to Release.
3. Click Create Purchase Documents in the ribbon to open the "Create Purchase Orders" dialogue
4. When completed click Yes to confirm and create the purchase order.
5. The No. of the created purchase order will show in the Replenishment Document field and can be opened with the "Show Purchase Order" action from the ribbon.

Return to Job Order and Work Preparation