Project Module

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Posted on by CU23091617-0

Hi Folks,

I am working on Project Module since months, there is a thing which I would like to know that why Business Central allows you to create a Sales Invoice / Credit Memos from Project Task as well as from Project Planning Lines but not the Purchase Invoice / Credit Memo, why there is such restriction anyone would like to comment on this ?

When you create a Sales Invoice / Credit Memo from Project Task / Planning line you're not allowed to add/remove the Project No. as well as Project Task No from line level, however, the same can manually be added / removed from Purchase documents.

Please let me know if you're aware about the logic behind this.

Thanks

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Dynamics 365 Business Central

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Ben Baxter 6,399 Super User 2025 Season 2 on at

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The latest update now includes the ability to create Purchase Orders directly from the Project. While it is a nice addition, it does have some limitations. If all your purchasing happens for a Project in one shot, and you only purchase for the Project, it will work well for you.

I haven't tested the ability to change the purchase lines after creating the PO, but I would assume (dangerous) that Microsoft kept similar logic to the Sales Invoice process.

P.S. I'm still a fan of using the Planning Worksheet to handle the requisition process, for both Inventory and Projects.

Best Regards,

Ben Baxter

Accent Software Inc

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Valentin Castravet 30,066 Super User 2025 Season 2 on at

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Hope these help as well:

Replenish items for projects | Microsoft Learn

Manage project supplies - Business Central | Microsoft Learn

Valentin Castravet
Work: Zander ERP Services
Blog: Dynamics 365 Business Central Insights
LinkedIn: www.linkedin.com/in/valentin-c-0500a247/

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YUN ZHU 93,438 Super User 2025 Season 2 on at

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Hi, just adding some info.

Business Central 2024 wave 2 (BC25): Replenish items for projects (Create Purchase Orders from Project Card)

https://yzhums.com/56101/

Thanks.

ZHU

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CU23091617-0 37 on at

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Thank You Everyone for your quick response.

I have gone through the URLs / information provided and it gives me detail insights.

I still would like to know why BC allows you to select Project No. & Project Task No on Purchase Documents and not on Sales Document.

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Valentin Castravet 30,066 Super User 2025 Season 2 on at

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I don’t think any of us can answer that. You’ll need to ask Microsoft.

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YUN ZHU 93,438 Super User 2025 Season 2 on at

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Or you can try submitting to the BC Yammer Group. Microsoft employee might respond to you.

aka.ms/BCYammer: Dynamics 365 Business Central Partner Community (Formerly: Development)
More details: About Business Central partner community on Viva Engage (formerly Yammer)

Thanks.

ZHU

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