We had a customization made to handle Item requirements in Projects. We transfer the product from our Stock warehouse to the truck our team uses. Then, when relieving the material to the Project, we want it to come off the truck, but instead it defaults to the Stock warehouse. This results in sometimes 50 lines that need to be individually altered, thus our need for a customization. Any recommendations for a better process - ideally, someone who transfers inventory to a different location before it is relieved to a project?
Question
Item requirements for Projects
Hi
Can you try below-
This is a point in Acumatica's Projects module when using intermediate staging locations (like a truck). below are several approaches
1. Set the Default Warehouse at the Project Level
On the Project screen (PM301000), each project has a Default Warehouse field. If you set this to your Truck warehouse, material issue transactions generated from that project should default to the Truck rather than the site-level default. Verify this is populated on your active projects.
2. Use Project-Specific Item Defaults
On the Project Budget or via Project/Task defaults, you can associate a specific warehouse/location per item-task combination. This gives you line-level control without customization.
3. Change the Default Site on the Inventory Item
If certain items are always relieved from the Truck for project work, consider changing the Default Site on those items (or using an Item Class that defaults to the Truck warehouse). This is blunt but effective if the items are project-dedicated.
Hope above helps!!
A good process to investigate is:
- Stock Warehouse → Truck Warehouse
- Use an Inventory Transfer to move the required items to the truck.
- The truck maintains its own available inventory.
- Project Issue / Material Requirement
- When the technician relieves material to the Project, Acumatica should issue it from the Truck warehouse, not the Stock warehouse.
- Ideally, the project/employee/team setup determines the source warehouse automatically.
- Avoid changing each line
- The biggest improvement would be finding a way to set the Warehouse at the transaction/project level so all material requirement lines inherit it.
- If Acumatica's standard configuration cannot determine the truck automatically, a small customization to default the warehouse based on the assigned truck/team may be better than the current line-by-line customization.
- Consider truck inventory as a "mobile warehouse"
- This gives you much better visibility into what inventory is physically on each truck.
- Transfers to/from trucks are explicit, and project consumption reduces the truck's inventory.
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