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Hi All,
I've placed a purchase requisition for my project.
After received this product/service, I don't see it show up in the Consumption tab. How do I move it to cost? Thanks.
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Hi,
What has been posted in regards to this PR? The creation alone doesn't cause any costs.
Best regards
Ludwig
I need to post a journal, correct? How does that journal, inspection hour, pull from this PO? Thanks
Hi Kim,
PR are used for creating POs that record item transactions for your project.
If you want to record hours then you can either make use of time sheets or a project hour journal.
PO item transactions are not directly related to project hour transactions and you can't use the PO to post hour transactions to your project.
I purchased my material using category, not item. Let say I purchased 1 bundle of pipes consist of 10 pipes. After I posted a PO receipt of the bundle, how do I move it into the project consumption? Can I use Item journal to post this material even though this is category and not item? Have you worked with situation like this? Thanks
Hello Kim,
I have a couple of questions:
1. Has the purchase order been linked to a project?
2. Has your procurement category been linked to a stocked item? I assume that it has not been linked and that the costs are only expensed. Is that right?
Best regards,
Hi Ludwig,
1. Yes. Please see the Project tab in yellow.
2. You mean link the procurement category to an Item in Product information management module? If so, in order to post Item journal in the project accounting, we need to link all of our categories to items? We are currently making all of our purchases using categories. We would need to create another set of these categories but as items. Then link appropriate categories to items. For example, our procurement category is Operating material and supplies, we need to create an item of the exact name Operating material and supplies. Then link this category to this item. Is that what you mean? I have one item set up in screenshot 4. Thanks
Can you check the profit and loss tab on the project statement? I suspect that you see the $10000 recorded for inspection services there.
Hello Ludwig,
Actually, no :-) I set the cost to post to balance sheet.
The weird thing is, when I posted PO receipt, I don't see it show up in inventory. I would think that when I linked the procurement category to the item, it should function like an item. So when I post PO receipt, I would expect it to show up in inventory on-hand. Then when I post a Item journal in Project accounting, this item would show up in the journal for me to select? Thoughts?
Screenshot 1 is the procurement category "Material & Supplies". At the Product tab, this is where I link to the item, correct?
Screenshot 2 is the item "Material & Supplies. I linked it to the Project.
Also, I use this category for project accounting; so this should stay "No", correct?
Another question, for the project quote, this WF here is for the internal manager to approve, correct? I thanks so much for your responses.
What you describe is all ok.
However, is the item a stocked item or a 'service' item? Can you check this from the item setup and the way how your inventory model group is configured?
Can you also verify whether the $10000 can be identified in the project statement in the WIP tab. You mentioned that you posted the transactions to a BS account. That is why I would expect seeing the values there.
About the project quotation:
The workflow often goes to the project or sales manager to review and approve the quotation. So, that is correct.
Hi guys.
Great discussion. One question: does the procurement category have to be linked to an item in order to see postings on the project? This is not really desired in my situation. I have linked the procurement category to a project category, set up a purchasing policy to accrue receipt postings. When I post the product receipt for the PO I see a voucher but nothing on the project.
Am I missing something? Is it the fact that the category is not linked to an item?
Thanks guys. Always appreciate the help and discussions.
Under review
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