Delivery Docket (shipment confirmation equivalent) for Projects

Hi @DanielStarke,

With version 2021 R2, we introduced the concept of “Project-Specific Inventory”.  You may want to review the release notes and see if this would help.  Here’s a small blurb;

In previous Acumatica ERP versions, to receive stock items that had been purchased for a project to a warehouse and issue the items from the warehouse, users had to configure a warehouse location for each project task. This configuration was necessary for the system to keep project-specific stock items separate from other inventory and to have project quantities and costs segregated in inventory balances.

In Acumatica ERP 2021 R2, users can set up the tracking of the quantity and cost of inventory items for projects without any additional configuration of each warehouse. Users can receive the stock items of projects to regular warehouse locations where the items are easy to locate and are protected from being issued to other projects or to customers outside of projects. Items related to projects are recorded as separate inventory quantities and costs. These items are available for shipping only for a particular project; for other projects the items are not available unless users explicitly transfer them to those projects first. As a project's stock items are consumed and users issue them, depending on the inventory tracking setting of the project, the project expenses will be captured at the costs that are calculated within the physical warehouse, a separate warehouse location, or within the virtual project location based on valuation method of the item.

http://acumatica-builds.s3.amazonaws.com/builds/21.2/ReleaseNotes/AcumaticaERP_2021R2_ReleaseNotes.pdf