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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Credit hold and item a...
Microsoft Dynamics GP (Archived)

Credit hold and item allocation on project accounting module

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Posted on by P NOUSHAD 1,771

Hi

I would like to get information on the following quiries.  Please help me to solve this issues.

Can we make any credit hold on project accounting module based on customer's credit limit, like how we are doing automatic credit hold when customer's credit limit exceeds in sales order processing module.

Can we make automatic quanity allocation like in sales order processing, when goods received for particular sales order, it will be alloacated automatically if there is SOP-PO link on PO.

I think in project accouting module we need to enter inventory transfer to allocate item to particular project. Can we automate this process by any setup option, when receive goods for particular project it should allocate to that project without entering  inventory transfer.

 Finally, even we manually transfer item to project and put in bath, it shows as item allocated on item inquiry window, but it will not display on item allocation inquiry.  is it some bug or any setup to changed.

Thanks and waiting for your valuable repsonse.

Regards,

Noushad 

 

 

 

 

 

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Credit hold and item allocation on project accounting module

     

    Hi--

     

    I am not sure of your version or exact scenario, but here is what I tested...

    1.  Checked item quantity, 4000 units

    2.  Enter Inventory Transfer to move 100 units to project

    3.  Post inventory transfer

    4.  Check item quantity on hand, now reads 3900 units and the item transaction inquiry shows a decrease transaction of 100 units.

     

    I am not sure why your item inquiry shows a quantity allocated, but I might suggest running Tools>>Utilities>>Project>>PA Reconcile IV to reconcile your item quantities with project.


    Take care,

    Christina

  • P NOUSHAD Profile Picture
    P NOUSHAD 1,771 on at
    Re: Credit hold and item allocation on project accounting module

    Hi Christina,

    Thanks you for reply, regarding the item allocation if is moving out from inventory, then it should not display on Item Inquiry as allocated. if you go to ITEM ALLOCATION INQUIRY it will display as not allocated, but it shows as allocated on ITEM INQUIRY window.  so there is discrepency in both inquiris.

    Regards,

    Noushad

     

     

     

     

     

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Credit hold and item allocation on project accounting module

     

    To my knowledge, there is not a way to automatically apply a credit hold in Project Accounting. Primarily because there is not a concept of a process hold like there is in Sales Order.  However, you might be able to setup a SQL task that would query your database on a regular basis and place customers and/or projects on hold (close to project costs in project). 

    As far as allocation is concerned, you are correct that the only way to do that would be by using inventory transfer.  There is no Project to PO link that works in that manner as far as I know.

    And the inventory transfer does move the inventory to WIP, which is probably the reason it does not show as allocated...as from a GL perspective, it has been moved out of inventory.

    Take care,

    Christina

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