Link purchase orders to projects

To receive purchases in a warehouse that is linked to projects, you must first create one or more warehouse locations.
Every project and task must have its own warehouse location.

  1. Go to the Warehouses (IN204000) window.
  2. In the Warehouse ID field, select the warehouse where you want to receive the items you are going to use for the project.

  3. In the Location table, click the plus sign to add a line and add the location ID, a description, the project you want to link to and the relevant project task.

  4. Click Save.
  5. Go to the Purchase orders (PO301000) window.

  6. Select the supplier of the items you want to link to a project and fill out the necessary information.

  7. Click Save.
  8. Deselect the Hold check box and click Release.
  9. On the purchase receipt line on the purchase receipt, the warehouse location now displays the project.
  10. You can now issue the item to the project.
  11. Go to the Issues (IN302000) window.
  12. On the Transaction details tab, click the plus sign to add a new line.
  13. In the Item ID column, select the item, the project, and the project task.
  14. Click Release.
  15. The system now updates the project balance.
  16. Go to the Purchase receipt (PO646000) window and select the relevant purchase receipt.
  17. Click the Actions button and select Create purchase invoice.
  18. Enter a Supplier ref. and click Save.
  19. Click Release.