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Question

Project Inventory on Balances Tab

  • April 1, 2026
  • 1 reply
  • 24 views

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How is everyone monitoring project inventory costs through their balances/cost budgets? Our issue is that the cost of inventory when ordered will appear on a Committed or Open committed column, but once that project inventory is received (or transferred directly) onto the project, it does not appear in the balances UNTIL those inventory items are issued.

We need a way to reflect project inventory balances on the Balances tab, ideally on the Actual + Open Committed amount column.

Example below. You will see we ordered $303k worth of inventory. It is all received and sitting on the project inventory. But it is not reflected in the Actual +Open Committed amount and is actually showing as a major variance. Between transfers & PO orders, there is $307k worth of materials sitting on this job that are not being accurately reflected at this WIP state of the project.

How is everyone handling project inventory for budgeting/cost tracking?

 

 

1 reply

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  • Jr Varsity I
  • April 21, 2026

@leahcarpenito  i think use project cost projections/WIP reporting as your management view, and treat received project inventory as a separate on-hand cost bucket because Acumatica does not move it into the project’s Actual Amount until it is issued; for tighter tracking, many teams either issue materials on receipt or build a custom inquiry/report that adds project inventory on hand + open commitments + actuals so the Balances tab reflects true WIP exposure instead of only issued costs