Supply Orders for a Project

JMS is basically following the standard functionality in Business Central for material planning in Projects and no longer uses the “Project Specific” functionality.

Items type Inventory

Items of the type Inventory can be ordered as follows:

  1. To order from a Project open the ProjectPlanning Lines.
  2. From the Replenishment menu open Order Planning. The filter in the header is fixed to ProjectDemand.
  3. With the Calculate Plan function you update the Order Planning Lines.

Notes:

  • Planning lines are only recognized by the calculation when the Line Status is Released. This enables the planner to work more specific and, for example, only release the planning lines for which the engineering is completed, and specifications and drawings are available.
  • In Make Order you can also choose Selected Lines (besides Active Order and Active Line), this selection must be made in the Calculate Plan page.
  1. From Order Planning use the Make Order function to create the replenishment orders as indicated on the order planning line.
  2. A supply order will be created with a reservation entry of the type Reservation and the Binding option set to Order-to-Order.
  3. The ProjectPlanning Line will reference the supply order in the Replenishment Document Type and Replenishment Document No. fields. You can open the replenishment order from the Replenishment menu on the project planning line.

Other types

To order one of the following project planning line types use:

Type Action
Items of the type Service and Non-Inventory Create, non-invent, purchase quotes or - orders
Resources Create, non-invent, purchase quotes or - orders
G/L Accounts Create, non-invent, purchase quotes or - orders
Multiple ProjectPlanning Lines to one Production Order Create multiple-line prod. order

Purchase quotes and orders

Control Supply from Project

To make sure the links between ProjectPlanning Lines and Supply Orders are correct you can enforce supply orders to be created from the ProjectPlanning Line with the setting Control Supply from Project.
This setting is per Project and is part of the Base Template. When true the user will get an error when selecting a ProjectNo. from the Purchase Line: "The supply for Project%1 is controlled from the Project Planning Line. You cannot enter supply manually."

Notes

In Project Control Suite the receiving of inventory items can be disconnected from posting the planning line. This is controlled by the Control Supply from Project setting on the ProjectCard:

  • When On supply orders can only be created from within the Project, either through Order Planning or the Planning Worksheet. Upon receipt, items will be received in inventory (Item Ledger Entry). The ProjectLedger Entry is created when the ProjectPlanning Line is posted.
  • When Off a Project and Project Task can be selected from the supply order. Upon receipt the item ledger entry as well as the project ledger entry is created.

See Also

Base Templates
Order Planning
Project Logistics