Dynamics Community Forum Thread Details

How to Disable Item Requirement On Sales Order and To make Sales order directly from WBS on Project ?

Hi Professionals Dynamics Users,

I am working on the module Project Management and Accounting and my client want to disable the Item requirement option and want to make sales order directly from the WBS. When we are creating the sales order from the Item requirement its type is ITEM REQUIREMENT but we need Type as Sales Order.

I just need to disable the tracking of item requirements and making the sales order directly when creating project WBS, Please help.

Hi Ahmed,

The item requirement sales order is basically a shell for either:

A) Consuming and item from stock.

B) Procuring an item from a PO.

You can directly create a sales order (of type "Sales order") for T&M projects from Manage -> New -> Item tasks -> Sales order but this is not linked to a WBS to pull the lines in so users would have to manually create the lines, although the office add-in is available for this as well as Data Management imports.

You can then invoice this sales order through Project invoice proposal only with the following parameter set:

However this process is not much different to the item requirement functionality which can be linked to the WBS. Using that you can deliver the items to the project either on the sales order or in Plan -> Item Requirements -> Item requirements -> Manage -> Posting -> Delivery note.

This delivers the item to the project and then the item transaction is picked up on the invoice proposal on the next run.

You can also set the item requirements to be automatically consumed against the project at the point of posting the product receipt on a PO using the parameter settings under General -> Purchase Orders (create item requirement & item consumption). This has the added benefit of recognising costs to the project at point of receipt removing the need for a M/End accrual process for GRNI.

In short the 2 process give you the same end result but item requirements means you can use the WBS and also auto consume items to the projects from PO's

Hope this helps

Mark

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