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About registering item consumption [AX 2012]
Updated: November 17, 2010
Applies To: Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
You can register consumption of items in the Project management and accounting module in several ways. You can either sell or purchase from a project or reserve items for a project.
You can order items for consumption on a project from the company's inventory, or you can purchase them from an external vendor. Items can be consumed on all types of projects except time projects.
The way in which you order items depends on where you are ordering them from:
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To order items from the company's inventory, you must enter the order as an item requirement. If you use the Item requirements form, you can set it up so that you receive items as partial deliveries. This means that you can postpone consumption of a quantity of the items until the items are required.
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To order items from an external vendor, you must create the order as a purchase order in the Purchase order form.
Item handling methods
The following table lists methods for ordering items and describes how the items are consumed.
| Method | Purpose | Path or method | Consumption |
|---|---|---|---|
| Sales order | Enter a sales transaction directly on a time and material project. | Click Project management and accounting > Common > Projects > All projects. On the Action Pane, on Maintain tab, in the New group, click Item task, an then select Sales order. | Item transactions are consumed when the customer invoice is posted. |
| Inventory journal | Enter and maintain item records quickly. If, for example, you want to enter an item requirement based on a printed list, the inventory journal can be applied. | Click Project management and accounting > Journals > Item. | Item transactions are consumed when the journal is posted. |
| Item requirement | Enter items that will not be consumed immediately. This method allows users to track of the number of items that have been consumed within a single item requirement record. | Click Project management and accounting > Common > Projects > All projects. On the Action Pane, on the Maintain tab, in the New group, click Item task, and then select Item requirement. | Item transactions are consumed when the packing slip is updated. That is, the item requirement is created when the packing slip is posted. |
| Purchase order | Enter transactions in one of three locations, depending on the purchasing method. | Purchase orders can be entered as follows:
| Item transactions are consumed on a packing slip update or when the customer or vendor is invoiced. |
 Note |
|---|
| When handling items in Project, you must define a project category on the Manage projects tab in the Released product details form. |
