•  Refresh
  • Tools
  •  
  • Expand All
  • Collapse All
  • Locales
  • Get File Link
  • Report Typo
  • Print
  • Export

Project Inventory Tracking: Implementation Checklist

The following sections provide details you can use to ensure that the system is configured properly for tracking inventory for projects, and to understand (and change, if needed) the settings that affect the processing workflow.

Back to TopImplementation Checklist

We recommend that before you initially start working with project inventory, you make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.

Form Criteria to Check
Enable/Disable Features (CS100000) Make sure that the following features are enabled:
  • Inventory and Order Management
  • Inventory
  • Projects
  • Project-Specific Inventory
Projects Preferences (PM101000) Make sure that all necessary settings related to project accounting have been specified, as described in the Basic Project Configuration: General Information.
Account Groups (PM201000) form Make sure that all needed account groups have been configured. For more information about account groups, see Account Groups: General Information.
We do not recommend mapping the Inventory account (which is an account of the Asset type) to an account group of the Expense type. If you need to track stock items purchased for the project in the project cost budget, use the commitment tracking functionality. For more information, see Tracking Cost Commitments.
Stock Items (IN202500) form Make sure that all stock items have been defined.For each stock item, you can specify the default source from which the item will be issued by selecting either Project Stock or Free Stock in the Default Inventory Source for Projects box on the Inventory Planning tab of the form.For more information about stock items, see Stock Items: General Information.
The Summary tab of the Projects (PM301000) form Make sure that the necessary project and project tasks have been created. In the project settings, select the inventory tracking mode in the Inventory Tracking box on the Summary tab as follows:
  • Select Track by Project Quantity and Cost if you need to separate project inventory from free stock, reserve the items directly for the project, and track project-specific item cost.
  • Select Track by Project Quantity if you need to separate project inventory from free stock, reserve the items directly for the project, and track item cost by general cost calculation rules.
Select the Allow Issue from Free Stock check box if you plan to use items that are not reserved for the project along with the project stock.
For more information on creating a project, see Project Creation and Processing: General Information.

Back to TopDisabling the Project-Specific Inventory Feature

If you need to disable the Project-Specific Inventory feature in a production system, you can do this on the Enable/Disable Features (CS100000) form after the following preparatory actions:

  1. Completing (or canceling) all the documents that include stock items stored in the project inventory: sales orders and shipments, purchase orders and purchase receipts, and inventory transactions.
  2. Cleaning up the project inventory. To do this, you need to move the items reserved for projects to free stock (that is, to the non-project code) or to projects linked to warehouse locations (that is, projects that have the Track by Location inventory tracking mode).
    3. You can mass-transfer project stock to free stock on the Transfer Project Inventory to Free Stock (PM508000) form. For more information, see Project Inventory Tracking: Mass Processing.
  3. Assigning all existing projects the Track by Location inventory tracking mode and linking them to particular warehouse locations.

Once the feature is disabled, the system will continue tracking inventory for projects using the only Track by Location mode. For more information, see Project Inventory Tracking by Warehouse Location: General Information.

Back to TopOther Settings That Affect the Workflow

You can affect the workflow of sales and purchases of items for projects by specifying additional settings as follows:

  • To cause the system to automatically select a project task when a particular project is selected during the creation of a purchase order, select the Default check box on the Tasks tab of the Projects (PM301000) form for one of the tasks of the project.
  • To cause the system to include non-stock lines of the Service type in purchase receipts created from the purchase orders of the Normal type, select the Process Service Lines from Normal Purchase Orders via Purchase Receipt check box on the General tab (Other section) of the Purchase Orders Preferences (PO101000) form.
  • To cause the system to track costs for the projects with the Track by Project Quantity inventory tracking mode by individual warehouse locations, select the Cost Separately check box for the needed warehouse locations on the Locations tab of the Warehouses (IN204000) form.