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Delivery Docket (shipment confirmation equivalent) for Projects

  • 5 July 2022
  • 1 reply
  • 104 views

We run many projects (we make windows and doors and each houselot is a project) 

At the end of each project we are struggling to track what has been delivered to site and what has not. We currently make a PDF of all the items that were part of the project and store it as a file on the project with the name “Delivery Docket” but updating this is a pain. It would be ideal if there was some way to have “Output Items” per project, that when each item  is delivered, it is somehow “shipped” from the project so that we can easily see what is left to be delivered - is there an easy way to do this?

if it were possible, then it would be easy to make a delivery manifest straight out of Acumatica/MYOBA

1 reply

joelhoffman
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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

 

Joel Hoffman

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