When you do a 9-5 takeoff, you should be able to:
- Run an inventory report for the material items in the takeoff, to see if there is stock of that item before ordering it. As acquiring material is essentially the first step in a project (once it is accepted), this should be a standard report that you can run right from the 9-5 takeoff screen.
- Populate the "Inventory Location" column and export to a 12-2 Inventory Allocation record (similar to how populating vendors allows you to export to Purchase Orders).

The fact that you can export to 11-2 Work Orders and the export will populate the "Inventory Location" column from 9-5 (but not to 12-2 Inventory Allocation) almost seems like a bug. I have spoken with a phone analyst, and was told this would be brought to developers as a bug, however, in the case that this is rejected as a bug I have listed it here as a product improvement idea.

by: Ryan B. | over a year ago | Inventory