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Microsoft Dynamics AX (Archived)

Purchase order for Investment project

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Posted on by 1,174

Hi expert,

I'm using project ID type = "Investment", at the end of transaction i'd like to eliminate to Fixed asset.

i'm having scenario as follows :

1. My setup in project group as shown below :

7571.Project-group.png

2. I created PO based on project for item as stock as shown below :

PO-Project.png

3. I posted Product receipt with journal result as below, & stock qty updated to warehouse :

3731.product-receipt.png

3. but After I posted the invoice, system created journal as shown below, & I saw in on hand, qty automatic reduce in warehouse

invoice-AP.png

My case, I only want to reduce QTY by using Project management>> Journal >> Item, because different user to reduce stock in warehouse.

how can i handle this scenario ?

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  • Suggested answer
    André Arnaud de Calavon Profile Picture
    303,446 Super User 2026 Season 1 on at

    Hi Agus,

    If you need to deduct the items from stock, you have to create a purchase order without any link to the project. In that case, the items will not be consumed on the project automatically.

  • agus Profile Picture
    1,174 on at

    Hi andre,

    thanks for sharing, if PO does not link to project, how user knows budget consume/budget protection how much they have bought the item ?

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at

    Hi,

    An alternative is making use of an item requirement.

    Just enter the items that you need for your project in an item requirement and create a purchase order out of this item requirement.

    At the time you post the PO packing slip, AX will ask you whether you want to consume the items directly.

    If you say 'YES' then your warehouse is automatically reduced by the items consumed.

    If you say 'NO' then your items remain in the warehouse and you can define the time the consumption occurs by posting the item requirement packing slip for your project.

    Best regards,

    Ludwig

  • agus Profile Picture
    1,174 on at

    hi ludwig,

    if i choose as "investment", item requirement button is disabled, so cannot put in there

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