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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / From a JOB planning li...
Small and medium business | Business Central, N...
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From a JOB planning line, add item tracking and shipp the item

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Hey all, i m new to the Forum, i made a purchase order for item A with tracking lines and on the job i select the same item, while i try to add the tracking lines, i can't seem to find an entry to apply even though on the system i have an entry of +1 of type purchase and then i don't even know how to shipp the item from the JOB, any help would be great ! Thank you ! 
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Business Central
  • Suggested answer
    Ben Baxter Profile Picture
    Ben Baxter 4,915 Super User 2024 Season 2 on at
    From a JOB planning line, add item tracking and shipp the item
    It is important to understand how Jobs works, which is quite different than the rest of Business Central.  You can purchase and consume Items to a Job.  You do not output or ship Items from a Job.  You can invoice for the activities or milestones of a Job.  Below is a sample workflow similar to what I believe you outlined.
    1. Create a Job (and usually a budget)
    2. Purchase material for the Job (which goes to Inventory, not the Job)
      • Generally done from Planning or manual Purchase Order creation
      • Record Item Tracking during the Receipt of the material
    3. Consume the material from Inventory to the Job
      • This happens in the Job Journal
      • This is where you record the Item Tracking of the material consumed
        • Material shipped to a Job site would be handled directly on the PO or through a Transfer Order
        • Using Locations is important to provide correct visibility
    4. Create a Sales Invoice from the Job
      • Used for billing only, does not consume Items (in the case where the Billable Job Planning Line is an Item)
    5. Post the Invoice
    Hopefully this helps clear up how Jobs can be applied based on what you described.  Understanding the details of your requirements may change some of the above, but this is the basic outline.  I would encourage you to reach out to your Business Central partner to further outline your process flow.
     
    Best Regards,
    Ben Baxter
    Accent Software Inc
  • Suggested answer
    Judy Profile Picture
    Judy Microsoft Employee on at
    From a JOB planning line, add item tracking and shipp the item
    Hi sir,
     
    Have you checked the document about picking and shipping items in Dynamics 365 Business Central:
     
     
    Best Regards,

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