Right mouse click the ‘Materials’ grid to display the material grid’s pop up menu:
New...
Creates a new material row so you can manually add a new material. Position your cursor on the row where you want the new row created. ShopPAK creates the row underneath the selected row.
Lets you replace the current material with another material from the ProjectPAK Library, ShopPAK Inventory item, or by manually entered text. The original item’s ProjectPAK quantity and unit price are left intact, so job cost variance reporting properly reflects budgeted quantity and amount. Use ‘Replace’ when you need to swap out ‘bid’ materials with ‘engineered’, finalized materials.
Creates a new material row(s) based on a ProjectPAK Library item(s). Position your cursor on the row where you want the new row(s) created. Select one or more library items from the Library Item Selection dialog box. ShopPAK places the library row(s) underneath the previously selected row.
Creates a new material row(s) based on a ShopPAK Inventory item(s). Position your cursor on the row where you want the new row(s) created. Select one or more inventory items from the Inventory Item Selection dialog box. ShopPAK copies selected inventory items underneath the selected row.
Creates a new material row(s) based on a ProjectPAK Assembly(s). Position your cursor on the row where you want the new row(s) created. Select one or more assemblies from the Assembly Selection dialog box. ShopPAK copies selected assembly row(s) underneath the selected row.
You can copy and paste one or more material rows within the work order’s material grid or between different work order material grids. Select the material(s) you want to copy by clicking the material row buttons (located on the far left of the grid) or by holding down your left mouse button and dragging across several material row buttons. If you want to copy non-contiguous rows, hold down the CTRL button so you don’t lose previous row selections. To actually copy rows, see ‘Paste Material Row(s)’.
You can cut and paste one or more material rows within the work order’s material grid or between different work order material grids. Select the material(s) you want to cut by clicking the material row buttons (located on the far left of the grid) or by holding down your left mouse button and dragging across several material row buttons. If you want to cut non-contiguous rows, hold down the CTRL button so you don’t lose previous row selections. To actually cut rows, see ‘Paste Material Row(s)’.
Select the material(s) you want to change vendor on by clicking the material row buttons (located on the far left of the grid) or by holding down your left mouse button and dragging across several material row buttons. If you want to change non-contiguous rows, hold down the CTRL button so you don’t lose previous row selections. Choose “Assign Vendor” from the menu and select the vendor to assign to the selected material rows. ShopPAK also checks if the vendor has a Supplier record that identifies stock number. If so, ShopPAK updates Stock Number as well.
Select the material(s) you want to remove vendor on by clicking the material row buttons (located on the far left of the grid) or by holding down your left mouse button and dragging across several material row buttons. If you want to change non-contiguous rows, hold down the CTRL button so you don’t lose previous row selections. Choose “Remove Vendor” from the menu. ShopPAK removes vendor assignments accordingly.
Select the material(s) you want to change vendor on by clicking the material row buttons (located on the far left of the grid) or by holding down your left mouse button and dragging across several material row buttons. If you want to change non-contiguous rows, hold down the CTRL button so you don’t lose previous row selections. Updates vendor and vendor stock number. The difference between this menu item and Assign Vendor is only the vendors that are defined as Suppliers for the library item or inventory item are displayed for selection.
First, the Supplier/Stock No. Assignment Scope dialog box displays.
Choose the scope of the change:
Just this work order
Only the currently selected material is updated. No other work orders are affected.
All work orders in current job item
ShopPAK scans all work orders under the current Job Item for an identical material and updates vendor and stock number across all work orders under the currently selected Job Item.
All work orders in job
ShopPAK scans all work orders in the entire Job for an identical material and updates vendor and stock number across all work orders in the job.
If there are more than one suppliers defined for this material, the following dialog box displays:
Select the vendor you want to assign to the selected materials. If there is only one vendor defined as a supplier, ShopPAK automatically selects this vendor and assigns it to the selected materials.
If you decide to transfer work originally planned to be done in house to an outside subcontractor, choose Transfer to Sub-Contractor from the popup menu. Please refer to -> Transferring Work To Sub Contractors -- found later in this chapter for details on transferring material cost to a sub contractor.
Automatically selects all material rows that have a check in the “Ship Item” checkbox. This is the first step to automatically creating product rows as explained in the next menu command.
Automatically creates product rows on the ‘Products’ sub tab for all selected materials. If you have materials and hardware that you want to include on a shipping ticket, and since the “Shipping” tab builds ship ticket items based on information on a work order’s ‘Products’ sub tab, this is the easiest and fastest way to get loose material and hardware items over to the ‘Products’ sub tab……….and then on to a Shipping Ticket.
Select the material(s) you want to toggle PO Builder Ready checkbox by clicking the material row buttons (located on the far left of the grid) or by holding down your left mouse button and dragging across several material row buttons. If you want to change non-contiguous rows, hold down the CTRL button to keep previously selected rows. Choose “Toggle PO Builder Ready Checkbox ” from the menu. ShopPAK toggles the PO Builder Ready checkboxes accordingly.
Select the material(s) you want to toggle Force PO Builder checkbox by clicking the material row buttons (located on the far left of the grid) or by holding down your left mouse button and dragging across several material row buttons. If you want to change non-contiguous rows, hold down the CTRL button to keep previously selected rows. Choose “Toggle Force PO Builder Checkbox” from the menu. ShopPAK toggles the Force PO Builder checkboxes accordingly.
Select the material(s) you want to toggle Override Engineering Link checkbox by selecting the material row buttons (located on the far left of the grid) or by holding down your left mouse button and dragging across several material row buttons. If you want to change non-contiguous rows, hold down the CTRL button to keep previously selected rows. Choose “Toggle Override Engineering Link” from the menu. ShopPAK toggles the Override Engineering Link checkboxes accordingly.
Select the material(s) you want to update GL Account Code on by clicking the material row buttons (located on the far left of the grid) or by holding down your left mouse button and dragging across several material row buttons. If you want to change non-contiguous rows, hold down the CTRL button so you don’t lose previous row selections. Choose “Update GL Account Codes” from the menu. ShopPAK displays a dialog box where you choose the expense GL Account code you want to copy to all selected material rows. Click OK. ShopPAK updates GL Account Code accordingly.
Select the material(s) you want to set a zero quantity by selecting the material row buttons (located on the far left of the grid) or by holding down your left mouse button and dragging across several material row buttons. If you want to select non-contiguous rows, hold down the CTRL button to keep previously selected rows. Choose “Clear Quantity” from the menu. ShopPAK sets selected row quantity to zero.
A handy feature is automatically opening a material’s purchase order. Right mouse click the material grid and select “Open PO” from the popup menu. ShopPAK navigates to the Purchasing tab and opens the requested purchase order.
A handy feature is automatically opening a material’s associated inventory item. Right mouse click the material grid and select “Open Inventory Item” from the popup menu. ShopPAK navigates to the Inventory tab and opens the associated inventory item.
Launches the "Find / Replace" dialog box. Use this to change one or more material descriptions in the current work order, all work orders under the active job item, or all work orders within the entire job.
If you want to import materials from a file created by another program, position the mouse on the row where you want to add materials and select “Import Materials” from the menu. For more information on importing materials, please refer to "Product and Material Import" in the User’s Guide.
Select the material(s) you want to delete by clicking the material row buttons (located on the far left of the grid) or by holding down your left mouse button and dragging across several material row buttons. If you want to delete non-contiguous rows, hold down the CTRL button so you don’t lose previous row selections. Choose “Delete Row(s)” from the menu. ShopPAK warns you if you want to continue with the deletion request. Choose “Yes” to delete the selected rows. Choose “No” to cancel the delete request.
