Tracking on Project, Requisition worksheet, PO

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Posted on by STP

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Hi everyone,

I'm wondering if there is a reference field / no. to track an item from project > requisition worksheet > PO.

Q1. It is found that once the PO is created from requisition worksheet, the same item project line cannot be generated on the requisition worksheet.
It seems the system knew that PO has been created for the item, the question is where the marking on the project planning line?

Q2. When an item, which comes from a project and requisition worksheet, is populated on the PO line. There is no project and project task no. The project expense won't be reflected by the item cost by default, unless the user populate the project no. and task no. manually. Is it right?

Thanks.

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Dynamics 365 Business Central

Microsoft Dynamics NAV

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RockwithNav 8,788 Super User 2025 Season 2 on at

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Maybe I’m not fully understanding your question, but once the PO is created from the Project Planning Line, the system automatically takes the Project No., Project Task No., and Contract No. into the Purchase Order. This is how the linkage is established. This information exists at the line level. For Q2, yes, that is correct. Along with this, if you also maintain the Line Type (if you want it to be considered), the planning line will sync with the manually created PO and the attached Project and Task Nos. If you keep the Line Type blank, the cost will still be updated on Project Card once the PO is posted, but the planning lines and usage connection will not remain in sync. In any case, the system will show a popup warning when you attempt to post the PO.

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