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Need Project Specific Inventory Items Issue for appropriate Project Tasks and cost codes

  • 28 February 2022
  • 4 replies
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Userlevel 2
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Hi, 

There is a requirement need to issue Inventory items for appropriate projects.

But there are few resistance we faced and the following steps we mention what our requirement should be.

(01). Create a Project with Track by Project Quantity and cost. 

(02). Under the Cost budget tab we have created a Task and cost codes.

 

(03). Created a PO with appropriate Project. Mentioned Project, Project Task, Cost code.

This PO is not showing committed Column as well.

 

We did not attach the projects to Locations in Initial configuration.

 

 

(04). Enter Receipt to Warehouse Location.

User practice is need to Receipt to Head office and then Transfer to Project Locations.

Ex. As mention example, we receipt to Head office Location. 

Qty = 50

Unit Cost = 100 

 

 

 

Then User need to Transfer to Site Location. 

Ex: We Transfer to Site Location as follows. 

 

 

Now User need to Issue the Items, Appropriate Exact Cost Codes.

Ex. They need to Transfer this to Different Task and Cost Cods. Because The people who Creating the Purchase orders does not have and an idea those items are using in which Tasks. 

It will decide in Site level time to time. 

But system only allow us to issue for particular task only.(Which we mention in Purchase order). 

If we change the Task and Cost codes system Will give a error massage.

 

 

 

User is doing project specific purchasing and Item cost would be transfer to project Inventory. 

That we covered. But system not allow to issue this for another Task and cost codes. (Which not mention in Purchase Order). 

 

How we can facilitate this Requirement?

 

Regards

Nethupul 

 

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Best answer by NAthukorala47 26 April 2022, 06:40

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Hi,

Not sure if this is the problem but when you did your inventory transfer to your TEST01 location you did not indicate the Project, Task and Cost code to transfert to. You have to re-enter them in the To project, task and cost code section. The way I see it, is you transfered from your project inventory to the general inventory. 

With Track by Project Quantity and cost, the quantities have to be in the ‘reserved’ project quantity to be able to do an issue to the project. This may become a problem if some items are purchased for the project but others come from the general inventory like the basic hardware required to install some equipment.

 

Hope this help!

Userlevel 2
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Hi, 

Step 01- Purchase Order creation - With Appropriate Project/Task/Cost Code

Step 02- Goods Receive to Head Office.

Step 03 - Transfer to Site Location (1 Step Transfer, Mentioned Project/Task and Cost Code)

Step-04 - Once collected all the goods to Site Location. there can have same items with multiple Task and cost code reserved(Different POs). Item Cost also can be different.

 

Requirement -  Need to issue items from site location to different cost codes. not mentioned in PO or Transfer document. 

OR 

As a Worker round. 

Create a Common Task and Cost Code as Project Material. 

Mention in PO level.

Mention in Transfer document.

Mention when issue items from Location.

Under the Common Task and Cost code level we can view individual transactions. 

 

 

Regards

Nethupul

 

 

 

 

Userlevel 7
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Hi @NAthukorala47 were you ever able to resolve your issue? Thank you!

Userlevel 2
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Dear Chris, 

 

Yes. Using Track by Project Quantity and cost functions in Project Creation Level, It reserve Item/ cost /Qty when creating the Purchase Order. System Allow to us to Transfer those reserve transactions to 

appropriate Locations. 

 

Regards

Nethupul

 

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