Is there a way to show a budget warning for the issuance of the inventory related to project? Currently we can tag a project on the issue inventory. However, since this is related to a project, a budget control should also be considered when processing the issuance. Is there any answer to this?
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Inventory budget control
Best answer by Laura02
Hello,
There is a Budget Control warning in Projects Preferences:
From the Help, it seems like the above warning may be limited to three document types (not Inventory Issue):
I completed a quick test in 2023 R2 and did not see any warning in IN Issues screen when trying to exceed a project budget line.
I checked the Ideas section of this community and I don’t see your Idea listed. Please add your idea, to add warnings/errors to Inventory Issues screen that contain project/task/cost code and exceed the budget for the same Item/Project/Task/Cost Code.
In the meantime, you may need customization of Issues screen to achieve a warning in Issues screen when the Project Budget would be exceeded.
Laura
+19Hello,
There is a Budget Control warning in Projects Preferences:
From the Help, it seems like the above warning may be limited to three document types (not Inventory Issue):
I completed a quick test in 2023 R2 and did not see any warning in IN Issues screen when trying to exceed a project budget line.
I checked the Ideas section of this community and I don’t see your Idea listed. Please add your idea, to add warnings/errors to Inventory Issues screen that contain project/task/cost code and exceed the budget for the same Item/Project/Task/Cost Code.
In the meantime, you may need customization of Issues screen to achieve a warning in Issues screen when the Project Budget would be exceeded.
Laura
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
Thank you Ms. Laura. I hope this will be considered in the future version of Acumatica since the issuance of materials for the construction side is common scenario and there should be a budget control too.
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