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

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Project Accounting Inv...
Microsoft Dynamics GP (Archived)

Project Accounting Inventory Allocation

(0) ShareShare
ReportReport
Posted on by babubaskaran@outloo... 12

Hello There,  Is there a way to allocate the inventory items  from the stock to Project Accounting.  So that the allocated quantity can be issued to the Project later stage.  The reason for allocating is the real contract will start on later stage but by the time the item might have used for some other manufacturing order which should not happen if the quantity of item allocated already to Project Accounting.

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at

    Babu,

    Under Project Accounting, inventory transfer is used to make inventoried items that you’ve purchased for a project available for this project. Once an inventory transfer under the PA is entered and "Saved", allocation for the associated inventory quantity will be created (in the inventory module), and the (Quantity Available) will be decreased (excluding those allocation) to prevent other modules from moving these quantities.

  • babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... 12 on at

    Hi Mahmoud,

    Thanks for your reply.  Yes the inventory transfer is used to transfer it and its create transactions which we dont want.  I can explain with an example when ever you create an MO the inventory item will get allocated based on the BOM but you may issue the items or may not but still the report shows the inventory item allocated.  The same way I wanted on project accounting let me know if I am not clear.

    thanks,

    babu

  • Verified answer
    Mahmoud Saadi Profile Picture
    Mahmoud Saadi 32,738 on at

    Okay Babu,

    The concept of allocation in Dynamics GP is a result of a transactions which is supposedly allocating items physically. Otherwise, the document will not have an allocation on the system. For instance, Quote Document in sales doesn't allocate items as it doesn't physically issue a sales document yet

    Therefore, to provide a work around solution for the Project Accounting in your case, I would suggest applying on of the following scenarios;

    • Create a new Site called "Projects" for instance transfer the items into this site, from which the project will issue items. Although, technically speaking, the quantities in the Project site will still be available for MO transaction to withdraw.
    • Another suggestion is to save your transfer documents in order to allocate the quantities. Once the project is initialized, these transfer are to be posted in order to release the allocated quantities for the project.
  • babubaskaran@outlook.com Profile Picture
    babubaskaran@outloo... 12 on at

    That's great suggestion thanks a lot Mohmoud

    Regards,

    Babu

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

#1
mtabor Profile Picture

mtabor 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans