Project Deliveries
Inventory reserved for a Project is depleted by either Consuming it in the Project or Deliver it from the Project. Consuming means that the life of the component ends in the Project and becomes part of the Project Deliverable. Deliver means the component is either first delivered to a project site before being consumed in the Project or the component is delivered to the customer as a separate part of the Project Deliverable, however when completed the material is still consumed. Delivering is postponed Consumption.
- Deliveries are different from a Deliverable: A Deliverable is the end-result of a Project while Deliveries are a method to deplete Project Inventory. - Deliveries can only be made from available Inventory, in other words inventory cannot go negative.
Create a Delivery from a Project
Projects are integrated with Warehouse Management, deliveries can be made from Inventory. IEM follows the Locations Warehouse settings:
- Create a planning line and set the Application to Deliver.
- Copy from a budget line
- Create as New in the Project Item Planning lines
- Post the Project Item Planning line to create a Posted Project Delivery.
- Posted Deliveries are linked to the Project Task and can be found in the Project Task fact-box.
- From the Posted Delivery a Posted Delivery Report can be printed as shipping document.
- The Posted Delivery Line has an Undo Delivery action to roll back the delivery posting.
Business Central offers the following levels in Warehousing:
- No warehousing: all posting done from purchase - and sales documents or item journals
- Basic warehousing: warehouse operations are handled per order through Inventory Put-away and - Picks.
- Advanced warehousing: warehouse operations can combine multiple orders through Warehouse Receipts and - Shipments,
- Directed warehousing: (Not supported in Projects)
The settings for these warehouse scenarios are made on the Location card.
JMS adds the following functionality to Business Central's warehouse integration for Projects:
- Put-away and picking operations can be organized per Project Task instead of Projects.
- From the Project Task a Warehouse Shipment can be created for Project Planning lines with the application type "Delivery", or can be selected in a Warehouse Shipment, to support the Delivery process.
- Transport and Deliveries to add packaging and transport functions to warehousing.
| Warehouse Scenarios | 1. | 2. | 3. | 4. | 5. | 6. |
|---|---|---|---|---|---|---|
| None | Basic | Basic | << | Advanced | >> | |
| Bins | Yes | Yes | No | Yes | Yes | |
| Receiving | Put-Away | Receive | Receive | Directed- | ||
| Shipping | Pick | Ship | Ship | Warehouse | ||
| Require Receive | - | - | - | V | V | |
| Require Shipment | - | - | - | V | V | v |
| Require Put-away | - | - | V | - | v | v |
| Require Pick | - | - | V | - | v | v |
| Bin Mandatory | - | V | V | - | V | v |
| Directed Put-away and Pick | - | - | - | - | - | - |
Warehouse procedures per type
Before posting the Project Planning Line the following warehouse action must be completed for the application type:
| Warehouse Scenario | CONSUME | DELIVER |
|---|---|---|
| 1. | No warehouse action required. | No warehouse action required, a posted delivery will be created |
| 2. | Select the correct bin in the planning line | Select the correct bin in the planning line |
| 3. | Post a "Consumption Pick" to fill the Location To-Project Consumption bin. | Post a "Delivery Shipment" to fill the Location Shipment bin. This action will also post the planning line and create a Posted Delivery. |
| 4. | No warehouse action required | Post a "Delivery Shipment", without a pick. This action will also post the planning line and create a Posted Delivery. |
| 5. | Post a "Consumption Pick" to fill the Location To-Project Consumption bin. | Create a "Delivery Shipment" and a Pick. Register the Pick and Post the Delivery Shipment. This action will also post the planning line and create a Posted Delivery. |
| 6. | Directed Put-away and Pick is not supported. |
Undo Delivery
Posting a planning line of the type Deliver will result in a Posted Delivery Line. These posted delivery lines are grouped as per the posting event. When posting a delivery, the item is taken out of inventory as a Negative Adjustment.
To undo a Delivery:
- From Project> Related > History open the Posted Deliveries.
- In the Posted Project Delivery page select the Posted Delivery.
- In the Posted Delivery lines select the line(s) you would like to Undo.
- From the Line Functions menu select Undo Delivery.
- Confirm the pop-up: “Do you really want to undo the selected Shipment lines?”
This function will reverse the delivery resulting in a negative posted delivery line. Based on the initial delivery the following entries are made:
- A negative project ledger entry to reverse the usage costs from the project.
- A positive negative adjustment item ledger entry to increase the inventory.
See Also