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190In Dynamics 365 Finance and Operations, we need to create a Purchase Order with Vendor Retention Terms and keep the purchased stocked items as available inventory so that they can be sold later through a standard Sales Order.
Our understanding is that the standard Vendor Retention functionality is available only when the PO is linked to a Project. However, once the PO is linked to a project—such as a Time and Material project—the system automatically creates an Item Requirement. The item then becomes linked to the project and may be reserved, marked, or consumed as a project cost. As a result, the inventory is no longer freely available for sale through a normal Sales Order.
Therefore, we need guidance on the following:
What is the standard-supported way to create a PO with Vendor Retention, while keeping the purchased items as unrestricted on-hand inventory available for a later standard Sales Order, without consuming or reserving them against the project?
The key conflict is:
- -Vendor Retention appears to require a PO linked to a Project.
- -A Project-linked PO can create an Item Requirement and consume or reserve the inventory for the project.
- -We need the inventory to remain available for resale through a standard Sales Order.
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