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Issuing stock items to projects from Inventory Issue screen

  • 16 January 2023
  • 4 replies
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Userlevel 2

Our company typically has 1,000 projects open at any time.  We also have over 1,000 stock items at our warehouses.  Any of these stock items can be used on a project.  How do we issue a stock item to a project where the inventory at the warehouse is relieved and the item quantity and cost are captured on the project?  This seems like a very basic scenario that is difficult in Acumatica.  Thanks for your comments.

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Best answer by brockinl 13 February 2023, 23:57

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Userlevel 7
Badge +15

HI @brockinl 

Have you looked at the Help at Project Inventory? There are a few different ways to track project inventory. 

https://help-2022r1.acumatica.com/Help?ScreenId=ShowWiki&pageid=c88fde12-24c2-4b9b-af43-25854318d4f9

Userlevel 5
Badge +3

@brockinl The easiest way to issue stock to project is using IN Issue transaction, simply type in project ID and task (plus cost code if enabled).

If you want to reserve the stocks for project, you can create a custom SO order type to be used as bill of materials for project. The goal here is to be able to list stock items to be later used for a particular project, allocate them in warehouse, and issue partially from there as project need. Configure the order type so that it doesn’t require AR invoice to be created, just to issue stocks.

Userlevel 2

Thank y’all for the replies.  We are mid way through implementation and have figured out the issue.

Userlevel 7
Badge +2

@brockinl What inventory tracking method are you using on projects?

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