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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / project card
Small and medium business | Business Central, N...
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project card

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Posted on by Talha Yaseen 60

I have a quick question. When we do projects, do we need to invoice from the project instead of just creating a sales order so that the inventory will pull from the inventory assigned to the project? We assigned itemA to QTS project and when i ordered the itemA, he put the project on the PO to assign it to that certain project. When we received it, it pulled the inventory but then when I invoiced it, it pulled the inventory again but not from the project line which sent inventory negative.

 

I am not very familiar with how projects work yet, so I didn’t know if there was something we need to do differently when we invoice.

 

Categories:
Dynamics 365 Business Central
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 76,221 Super User 2024 Season 2 on at
    project card
    Just adding some information:
    Business Central 2024 wave 2 (BC25): Replenish items for projects (Create Purchase Orders from Project Card)
     
    Thanks.
    ZHU
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    Valentin Castravet Profile Picture
    Valentin Castravet 25,426 Super User 2024 Season 2 on at
    project card
     but then when I invoiced it, it pulled the inventory again but not from the project line which sent inventory negative.
     
    If you're referring to sales invoicing in this case, and not purchase invoicing, then yes you need to create the sales invoice from the project. Reason being that the sales invoice needs to be tied to the project. Otherwise, as you noticed, the item came out of inventory. Here are the three ways you can create sales invoices for a project - Create a project sales invoice to invoice a project - Business Central | Microsoft Learn
     
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    Ben Baxter Profile Picture
    Ben Baxter 5,073 Super User 2024 Season 2 on at
    project card
    This is either a customization issue or a process issue.
     
    When a Project No/Task is on the Purchase Line, the system will increase and then immediately decrease the Item Ledger when the PO is received.  There is no Project Ledger Entry created at this time.
     
    When that Purchase Line is invoiced, the cost of the Item will show in the Project Ledger Entries, but it does not decrease the Item Ledger again.
     
    Be sure your User didn't receive the PO line, then enter a Project Journal Line to move the cost to the Project.  Since there is often a gap between the Receipt and Invoice, the system is under-reporting the Project Actuals until that Invoice is posted.
     
    I hope this helps.
     
    Best Regards,
    Ben Baxter
    Accent Software Inc
     
     
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 7,007 Moderator on at
    project card

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