About registering item consumption [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 register consumption of items in Project management and accounting in several ways. You can either sell or purchase from a project or reserve items for a project.

To sell items from a project, you can create a sales order from the project itself. You can only create sales orders from time and material projects.

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:

  • 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.

  • To order items from an external vendor, you must create the order as a purchase order in the Purchase order form.

NoteNote

The packing slip for a project-related sales order cannot be canceled if the items have already been marked for packing.

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 Manage tab, in the New group, click Item task, and 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 lets users track the number of items that have been consumed in a single item requirement record.

Click Project management and accounting > Common > Projects > All projects. On the Action Pane, on the Manage 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:

  • The item record is entered as an ordinary project purchase order.

  • The purchase order is created from a sales order.

  • The purchase order is created from an item requirement.

Item transactions are consumed on a packing slip update or when the customer or vendor is invoiced.

NoteNote

When handling items in Project, you must define a project category on the Manage projects tab in the Released product details form.


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

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