Project purchase orders consumption

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I have investment type project and i want to make PO without Item reservation.

Our goal is make PO and Purchase Invoice linked to Project but Item consumption we have to make after work order is finished.

we want to turn off item reservation setting and we dont need item auto consumption when PO is Invoiced .

other words we want simple PO process just linked to Project

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Ludwig Reinhard Microsoft Employee on at

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Hi Soso Nozadze,

I see, and do you have any specific question?

It seems that you already know what to do and that you Setup the project module correspondingly.

Is there something open/unclear?

Ludwig

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Thank you Ludwig.

When we make PO from Project Form after save PO line make one more transaction with status Reserved Physical

u can see it in this screenshot , first line

so we dont need this transactions , can u give me advise how can i turn off this feature?

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Ludwig Reinhard Microsoft Employee on at

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Hi,

I do not see a possibility to remove this line.

Why would you like to remove it?

Have you tried using an item requirement alternatively to creating a PO?

Ludwig

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we have internal construction project , so we make item consumption transactions after work is done from project item journal.

we find out that ax make some virtual transactions like Reserved Physical and after when we post Purchase invoice ax makes item consumption transaction. we dont need this transaction because our accountants make this transactions based on work done documents.

in our projects we dont have customers so we cant use item requirements

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Ludwig Reinhard Microsoft Employee on at

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Hi Soso Nozadze,

Why don't you setup your investment projects in a way that all costs are initially posted on Balance Sheet accounts?

In this case you won't see any costs until the project is finished and either transferred to a fixed asset, a ledger account or another project.

Here is an example how this can be realized for a Investment Project that is subsequently transferred to a fixed asset.

dynamicsax-fico.com/.../construction-in-progress-project-module

Hope this helps,

Ludwig

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Yes we know this and we setting up ax like in this post, but the result is same.

do u know other way to setting up project functionality not to do item consumption?

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Ludwig Reinhard Microsoft Employee on at

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Hi Soso Nozadze,

I think you need to provide some additional background information on what you want to achieve (business scenario) and why you want or do not want to have an item consumption posted.

Looking forward to hearing from you again.

Ludwig

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I create an investment project: Project-001

And I need material for my project- Item: P2000 of Quantity 500 Pcs;

For this I create a purchase requisition PR-001 for my project;

Purchasing manager creates PO-001 for P2000 of quantity 500 Pcs;

After Item delivery, warehouse manager starts Item arrival of P2000 for 500 Pcs;

I have actualy consumed 300 Pcs of P2000 for my project, so I post this consumption in Project Item journal.

Now warehouse on hand inventory is 200 Pcs of P2000.

This is the business scenario I want to happen.

But when Purchase order is invoiced all the quantity is consumed and warehouse on hand inventory is 0 Pcs of P2000.

My problem is that sometimes I cannot consume all the quantity of materials Purchased for my Project. I want to keep this quantity on warehouse as a free stock and maybe use for another Project. How is this possible?

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Ludwig Reinhard Microsoft Employee on at

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Hi Soso Nozadze,

I have some questions about your setup:

1. Why do you post the item consumption through a project item journal? Invoicing the purchase order will already ensure that the items are consumed for the project. So doesn't this result in a double consumption?

2. Why do you need to use an investment project? Wouldn't a T&M project be ok?

3. In order to separate the purchase order processing from the item consumption for the project there is a project module parameter called item requirement. If you activate this one - and provided that you use a T&M Project - you can define the time and the quantity of the items that you want to consume. That is, when posting the PO packing slip, AX will ask you whether you want to consume the items purchased immediately. If you answer that with no, even posting the PO invoice will not post any item consumption for the project; you need to do this manually through posting the item consumption packing slip.

I believe that you can avoid a lot of issues if you change the project type and use a T&M project instead. If you do not have a customer, use an internal "dummy" customer that acually never gets invoiced. Wouldn't that be an option?

Best regards,

Ludwig

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Hello Nozadze,

I have the same issue and i would like to know what was the solution to ix this problem.

Best regards

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