Maintaining a steady supply of items, services, and expenses is an important aspect of running successful projects. You can use inventory quantities or make project-specific purchases. Use the following methods to receive items:

Post receipt and consumption from the order line.
Post receipt and consumption from an inventory put-away document.
Post receipt and consumption from a warehouse receipt document.

Post receipt and consumption from an inventory put-away document

When you set up your location to require processing put-aways but not receipts, use an Inventory Put-away document to record and post put-away and receipt information for your purchase orders.

You can create an inventory put-away in three ways:

Create the inventory put-away directly from the purchase order by choosing the Create Inventory Put-away/Pick action.
Use the Create Inventory Put-away/Pick/Movement batch job to create inventory put-aways for several source documents at the same time.
Create the put-away in two steps by releasing the purchase orders to make the items available to put away. You can create the inventory put-away based on the source document on the Inventory Put-away page.

Note

If bins are mandatory for the location, make sure that the Bin Code is in the purchase order lines.

Post the inventory put-away

On the Inventory Put-aways page, open a put-away document.
Enter the quantity to put away in the Qty. to Handle field.
Choose Post after you put the items away.

When you complete these steps, you post the receipt for the source document lines that you put away. For each line, there are two item ledger entries: one entry is for receipt, and one entry immediately writes off the received quantity for the project.

You don't create any project ledger entries until you post the invoice.

If the location uses bins, posting also creates warehouse entries to post the bin quantity changes.

Post receipt and consumption from a warehouse receipt document

When items arrive at a warehouse that's set up to process warehouse receipts, you must get the lines from the released purchase order that the receipt belongs to.

You can create a warehouse receipt in two ways:

Push - Work through the receipt in a push fashion. Choose Create Warehouse Receipt on the Purchase Order page to create a warehouse receipt for a source document.
Pull - Use Release on the Purchase Order page to release the document to the warehouse. A warehouse employee creates a warehouse receipt for one or more released source documents.

If you use bins, the system suggests the default bin. You can accept the default bin or specify the bin for the items.

Post the warehouse receipt

On the Warehouse Receipts page, open the warehouse receipt.
The Qty. to Receive field shows the quantity outstanding for each line. Change the quantity if needed.
Choose Post after you receive the items.

When you complete these steps, you post the receipt of the source document lines. For each receipt line, there are two item ledger entries. One entry is for the receipt, and the other entry immediately writes off the received quantity for the project.

There are no project ledger entries until you post the invoice.

If the location uses bins, posting also creates warehouse entries to post the bin quantity changes.

Note

The system doesn't create warehouse put-away documents, even if your warehouse processes require both receipt and warehouse put-away.

Good to know

Return orders don't support locations with directed put-away and pick. You need to undo consumption through a project journal, and then create a return order for items in inventory.

If you create purchase documents before the update, you can post them directly. To use warehouse handling, reopen and release the purchase orders again.

You can't edit the No., Variant Code, Project No., and Project Task No. fields on purchase lines if warehouse receipts or inventory put-aways exist.