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Suggested Answer
MazS asked a question on 6 Jan 2013 5:41 PM

Is there any detailed (useful) R2 new feature documentation available?

Take for example the new Project Purchase Orders section in Project management & accounting parameters > General

I can find nothing on this in :

a. Help menu

b. Technet / MSDN

c. Partnersource documentation

d. InformationSource

I have switched the Item Consumption parameter on (without Create Item Requirement) and nothing seems to happen.

I expect the system to post the costs to the project upon posting of the Product Receipt, as aluded to in the official  Microsoft Dynamics AX 2012 R2 New Feature List document on page 5:

Project accounting

 

Consumption of project items on product receipt without an item requirement

 

Can anyone help with this?

Many thanks

 

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Rajat Jain responded on 12 Jun 2013 5:29 PM

I am still searching for the answer on the same. If you have finded out. Kindly do update me also my writing a mail to me at rajatjain.mcp@hotmail.com

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Patrik Luca responded on 10 Jul 2013 2:33 AM

Hi,

no real official documentation found, but I've wrote following blog post about it.

Patrik, IT Pro Ramblings

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Brian Welcker responded on 2 Nov 2013 10:41 PM

Item transactions cannot be billed to the customer unless there is a financial consumption to the project. This happens via an item journal, project item requirements or the subsequent vendor invoice. A project purchase order simply receives the item into inventory and reserves it for the project. The new parameters in R2 simply automate the creation of item requirements for project purchase orders. If you look at the Project parameters form, you will see two new parameters, create item requirements and item consumption. Checking the first one will create a "backing" item requirement for every project purchase order. Checking the second one will silently answer "yes" to the question "consume items immediately" on posting of product receipt and bring up the packing slip form.

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Suggested Answer
Roedkjaer responded on 6 Nov 2013 12:46 PM

Did you see this from AX Support?

community.dynamics.com/.../new-changed-and-deprecated-features-guide-now-available-on-technet.aspx!

Might be what you are looking for.

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Sunil responded on 6 Nov 2013 1:34 PM

I found the documentation for "Service Industry" very helpful in understanding this PO.

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Evert J. Bos responded on 6 Mar 2015 8:37 AM

Here is the description of the new functionality one more time in the words of our favorite support engineer Tyler Lewin

 

The “Create item requirement” parameter will automatically create an item requirement in association with any purchase order. Before the parameter was added, customers consistently complained that they needed to see the consumption on the project when you receive a PO. This parameter was Development’s way of allowing for a purchase receipt to consume inventory to a project.  When you have the parameter checked and receive a purchase order, you’ll get a prompt that asks you “Do you want to consume the inventory to a project” which if you pick “Yes” simply invoices the “Item Requirement” hence consuming inventory to a project.

 

The “Item consumption” simply suppresses the message “Do you want to consume the inventory” and just does it instead of asking you. With the parameter unchecked, you’ll get the prompt to consume the inventory at the time of posting the product receipt.

 

To summarize, a project purchase order simply receives the item into inventory and reserves it for the project. The new parameters in R2 simply automate the creation of item requirements for project purchase orders.  Checking the first parameter will create a "backing" item requirement for every project purchase order. Checking the second one will silently answer "yes" to the question "consume items immediately" on posting of product receipt and bring up the packing slip form.

We did find one bug in this new functionality , which has received a hot fix recently.

see below for description of the problem, thank you to Brent Wilson for testing this thoroughly.

There is an inventory consumption issue with Project Purchase Order processing
when the following Project parameters are turned on:

General: Project
purchase orders - Create item requirements
General: Project purchase orders -
Item consumption

The first PO that is created is processed as expected
with the functionality supporting these two new parameters.  It creates an item
requirements record, and the inventory item is consumed directly into the
project when the PO is received.  The transactions are as you would
expect.

However, subsequent POs processed for the SAME project are adding
an extra inventory transaction (and, therefore an extra reduction from
inventory).

If a second PO is created for the same project, in addition
to the item requirements transactions, there is an extra "Sold" transaction
which reduces inventory by too much.  It also records too much item expense in
the project.

Solution:KB2984421. Thanks Brad Gehrls from Microsoft Support!

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Suggested Answer
Nitesh Ranjan responded on 7 Mar 2015 8:21 PM

In AX 2012, if an item was added to the purchase order for a project but was not preceded by an item requirement, the item could not be consumed and invoiced to the project contract's funding source until the related vendor invoice was posted. In AX 2012 R2, project items can be immediately consumed and invoiced to the project’s contract funding source, before the vendor invoice for the purchase order is posted, even if an item requirement does not precede the purchase order.

For more information

technet.microsoft.com/.../aa571578.aspx

Please verify and update us if this helps you

Reply
Suggested Answer
Roedkjaer responded on 6 Nov 2013 12:46 PM

Did you see this from AX Support?

community.dynamics.com/.../new-changed-and-deprecated-features-guide-now-available-on-technet.aspx!

Might be what you are looking for.

Reply
Suggested Answer
Nitesh Ranjan responded on 7 Mar 2015 8:21 PM

In AX 2012, if an item was added to the purchase order for a project but was not preceded by an item requirement, the item could not be consumed and invoiced to the project contract's funding source until the related vendor invoice was posted. In AX 2012 R2, project items can be immediately consumed and invoiced to the project’s contract funding source, before the vendor invoice for the purchase order is posted, even if an item requirement does not precede the purchase order.

For more information

technet.microsoft.com/.../aa571578.aspx

Please verify and update us if this helps you

Reply