I would like to be able to enter a date range and pull all transactions (total cost, project ID, purchase order number). I can't find a way to get purchase order number included. Purchase order transactions are there, but I need the purchase order number included as well.
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Maybe enter a purchase pool on those purchase orders for POs that are for projects.
A minor refinement is to create a new PO pool; for the project related orders for each new fiscal year e.g. P17, P18 etc.
This is currently an optional memo field only. Not mandatory, no validation etc, but it can be very useful for filtering, sorting, grouping etc.
One possible challenge is that you may sometimes buy to project, and at other times buy centrally to inventory and then issue items from the same PO either to several different projects, or also for other inventory transactions.
In general I prefer to buy to inventory to a project warehouse i.e .one warehouse per project and then issue as required either to project requisition, or to specific wbs lines Otherwise the full installed quantity is booked direct to Project wip at project header level, there is no visibility of any excess inventory, and the inventory is not booked by WBS line .
If you define a project warehouse for each project, with a prefix PW1, PW2 etc, then maybe you can filter all POs raised/ received for warehouses PO*. You will also then be able to track all project inventory issues.
Thank you Ludwig for your help
Hi JJFitz,
If you want to have all projects included all projects would have to be organized under a single 'main-project' because the cost control form allows including sub-projects. This might not be realistic in your case and you can thus either make a system modification of this control form or check if you can retrieve the data from the project cube.
Best regards,
Ludwig
apologize if this is a redundant reply....(my first day in this forum). Thank you Ludwig for your quick response. You answered my question perfectly, unfortunately my question did not fully explain my problem. We have many many projects and each month I would like to see all transactions for all projects with a Purchase Order column that contains a purchase order number for each material transaction. Your solution works for a single project, but I need to see purchase order number for each material transaction for all projects all it once. Can you help me with that? Thanks again.
HI JJFitz,
You can retrieve this information as follows:
Open your project and select the cost control tab.
Run the calculation for the period you specified
In the cost control form select 'Export to Excel'
In the form that opens, make sure that you include the total cost, Project ID and order number.
Once you hit ok, the data are exported to an Excel Pivot Chart and you can analyze the data there.
Best regards,
Ludwig
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