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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / JOBS LINKED TO PURCHAS...
Small and medium business | Business Central, N...
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JOBS LINKED TO PURCHASE ORDERS

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Posted on by Oluwseun Abati 51
Greetings,
 
Please how can i set up my Jobs to only recognize actual costs when there's is a job journal usage and not when a purchase order is posted.
 
The client wants to link his POs to the Jobs as budget cost and recognize actual costs only when there is a usage through Job journal.
 
Is this setting possible?
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 24,793 Super User 2024 Season 2 on at
    JOBS LINKED TO PURCHASE ORDERS
    That's by design. When a purchase order is posted, you receive/invoice the items, and they automatically get consumed by the job. That makes sense because if you specify a job in the purchase lines, the items are then intended for the job, not for inventory. I don't believe there is a way around it, other than not specifying a job in the purchase order lines. You would then have to manually consume the items to the job, and the cost would be recognized at that point. Its not possible for POs to act as budget placeholders.
     
    Valentin Castravet
    Zander ERP Services
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    YUN ZHU Profile Picture
    YUN ZHU 73,565 Super User 2024 Season 2 on at
    JOBS LINKED TO PURCHASE ORDERS
    Hi, I hope the following information can also give you some help.
    To purchase items or services for a job
     
     
    Thanks.
    ZHU
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    Ben Baxter Profile Picture
    Ben Baxter 4,915 Super User 2024 Season 2 on at
    JOBS LINKED TO PURCHASE ORDERS
    This is standard out-of-the-box functionality.  The Job uses Job Planning Lines (Type = Budget) to create demand for the Items.
     
    The Planning Worksheet, when using Reordering Policy of Lot-for-Lot or Order, identifies the demand for the Item and suggests a purchase.  Reordering Policy needs to be Lot-for-Lot or Order to automatically create an allocation to the Job.  The stock policies do not create a Job allocation, since you are buying for Stock.
     
    Purchase Orders with the Order Tracking link to the Job will maintain that link even when the Items are received into Inventory.  Lot-for-Lot is a soft allocation, whereas Order is a hard allocation.  The actual cost will not hit the Job until the Items are consumed out of Inventory to the Job via the Job Journal.
     
    I recommend testing in a Sandbox environment before making these changes in your Production environment.
     
    P.S. If this was helpful in resolving your question, please mark the response as a Verified Answer to help other forum users.
     
    Best Regards,
    Ben Baxter
    Accent Software, Inc

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