Hello!
For those who deal with projects/construction and have to a) procure project materials and b) pull inventory from warehouse stock… what methods are you using to accomplish this? How are you communicating to warehouse staff members a “project pick list”? Are individuals creating POs from the project directly?
OPTION A - POs are cut from the Project directly. Warehouse staff review the Cost Budget and create an IN Issue directly. (which in older versions still requires a transfer to the project first)
OPTION B - Sales Orders are created as the “project pick list”. Warehouse staff “Mark for PO” in the Sales Order anything that is not in stock. They pull from stock and “Create Shipment” which in turn issues the inventory to the project.
OTHER - what alternative methods are you using to accomplish this?
The biggest gaps I see is the identification of inventory availability within the project record, limitations with POs for adding project items (which there’s a customization out there to fix this thankfully), but more importantly, the mechanism for communication to the warehouse staff what to pick or order…. I’m interested in understanding how other community members have solved for this.
