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Asset Management project consumption

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Posted on by ntbvh8

Hello,

We are trying to configure the asset management module, specifically purchase orders from work orders. We want to be able to order spare parts, in addition to the parts needed to complete the work order. The problem we are facing is that all items on the purchase order are consumed to the project associated with it, when instead we want to have the items in our inventory to consume on a later date and with a non related project.

Thanks!

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Ludwig Reinhard Microsoft Employee on at

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Hi Ntbv8,

That is what you can expect in the standard application. If you want to purchase additional parts that are not immediately consumed when invoicing the PO then create a separate line in your PO and remove the project relationship. This should create an inventory transaction for the items included in the second line and leave them on stock.

Would be great if you could test this - of course in a demo/test environment first - and let us know if this fixed your problem.

Best regards,

Ludwig

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ntbvh8 on at

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Hi Ludwig,

Thank you for the quick response to my issue. The suggested solution seems like it may work however, with our current configuration we are unable to add a line to the Purchase order (created from a work order) without a project associated with it. Do you by chance have any idea on a solution to this issue?

Best regards,

Nick (Ntbvh8)

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Ludwig Reinhard Microsoft Employee on at

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Hello Nick,

If you add a new line you will probably get a project id automatically inherited into the PO lines in the project lines detail tab.

Even if this is the case you should be able to delete this project association at the line level.

Does that not work?

Do you know if modifications have been made in regards to the project - purchase order association?

Best regards,

Ludwig

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