Review and allocate field purchases

Open Purchasing → Field purchases to review receipts technicians captured in the field.

Review the receipt

Confirm the supplier, date, receipt image, line items, tax, freight, and total. A receipt is required for approval.

Allocate every dollar

Split the total between work orders, projects, overhead, or an explicitly unassigned bucket. Amount allocations accept exact dollars. Quantity allocations select a specific receipt line so Thermal can use that line's unit cost instead of guessing a blended price.

The purchase can be approved only when the net allocations equal the receipt total exactly.

Approve or reject

Approval locks the allocation ledger and posts job or project cost entries. Rejection requires a reason and keeps the receipt for audit history.

Approved allocations are never edited in place. Use Correct to record a compensating entry and its replacement, with a required reason.