About creating purchase orders for projects [AX 2012]

Updated: February 14, 2013

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

You can use one of three methods to create a purchase order in Project management and accounting.

The purpose of the purchase order determines when the purchase order is consumed and therefore, when items are charged on a project.

Method

Purpose

Consumption of items

Create a purchase order directly

Use this method to purchase items from an external vendor for consumption on a project. You can create the purchase order in the following ways:

  • From the project itself. In this case the project is already defined for the purchase order.

  • By navigating to the project purchase order. (Click Project management and accounting > Common > Item tasks > Project purchase orders.) You must select both the vendor and the project for which the purchase order is to be created.

Items are consumed when the vendor invoice is updated.

Create a purchase order from a sales order

Use this method if you want to purchase items when you create a sales order from a project.

Items are consumed when the sales order is invoiced to the customer.

Create a purchase order from an item requirement

Use this method if you want to purchase items when you create an item requirement from a project.

Items are consumed when the item-requirement packing slip is updated.

NoteNote

When you update the vendor invoice or packing slip, you are prompted to update the packing slip on the item requirement.

The line property that is attached to a purchase order line for an item determines whether the purchased item is invoiced to a customer. There are two invoicing options:

  • If you do not want to invoice the customer, and a non-chargeable line property is attached to the purchase order line, the purchase order is invoiced and no further action is necessary.

  • If you want to invoice the customer, and a chargeable line property is attached to the purchase order line, you must update the vendor invoice and invoice the customer by using the invoicing system in the Project management and accounting module.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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