web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Project Estimation on ...
Microsoft Dynamics AX (Archived)

Project Estimation on Product Receipts of PO'S

(0) ShareShare
ReportReport
Posted on by P.k.Kaushik 1,031

Hello All,

We are using Project module (Investment Project) feature to Implement the assets under construction concept.

Steps we follow

1) Create an Asset.

2) Create an Project.

3) Make project transactions (Project purchase orders and project expense journals)

4) Post the Project estimate.

5) Eliminate the Estimate.

Question:-

=========

Step no.4 only captures the amount of PO's that are invoiced, It doesn't capture the Product receipts.

Is there any setup in the system which will take into consideration the Product receipts as well while posting the Estimates?

Thanks, Kaushik

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Kaushik,

    You can make use of the following project management parameters

    4265.proj.png

    Activating them posts the project costs with the packing slip and should include those costs in your estimates.

    Best regards,

    Ludwig

  • P.k.Kaushik Profile Picture
    P.k.Kaushik 1,031 on at

    Hello Dr. Ludwig,

    Thanks you for your response.

    I checked the boxes highlighted in yellow. and redid the entire process.

    The estimates still doesn't consider the PR's.

    Thanks, Kaushik

  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Kaushik,

    Were the item costs posted with the posting of the packing slip?

    If this is the case then the estimate process should grab that transaction.

    Can you please share details of your project group setup and how you created the estimate?

    Many thanks and best regards

    Ludwig

  • P.k.Kaushik Profile Picture
    P.k.Kaushik 1,031 on at

    Hello Dr Ludwig,

    Thank you for responding.

    When i see the item transactions of the product receipts, the cost price is not updated in the Item transactions 

    The status is Deducted(Project transaction) and Received (Purchase order)

    Project Group >> Type is Investment 

    While running the estimate we are using  >> Set cost complete to zero 

    Completion method is automatic.

    My version is Ax2012, Did you had a chance to check this out in D365.

    Does it work as expected in D365?

    Thanks, Kaushik

  • Verified answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Kaushik,

    I double checked the behavior and noticed that the parameters that I showed above don't work because no PO can be created out of an item requirement in an investment project.

    This means that the PO costs will only be visible and included in the estimate once the PO invoice is posted.

    The only way to get the PO costs incorporated once the receipt is posted is creating a temporary item journal that is reversed once the PO invoice is posted. This is, however, 'dangerous' because you can easily forget posting the reversal. Yet, maybe this is an acceptable workaround.

    For my understanding:

    What delays do you typically experience between the packing slip and invoice posting for your purchase orders?

    Why is it that you want to post the estimate on a monthly basis for an investment type project?

    Best regards,

    Ludwig

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
CP04-islander Profile Picture

CP04-islander 39

#2
Michel ROY Profile Picture

Michel ROY 14

#3
imran ul haq Profile Picture

imran ul haq 8

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans