From project template to project to project task to planning line
If you run your projects at more than one place or warehouse, set up each location with a Location card and define transfer routes between them. Microsoft Dynamics 365 Business Central uses locations to help keep track of inventory in both simpler cases and the more complex warehouse processes.
Default route for location codes
To make the use of location codes easier while providing flexibility, the Location Code can be set at different levels. Each level inherits the code from the higher level.
Select a Location Code on the Project Template. When a project is created from this base template, the Location Code is copied to the same field on the Project card. The Location Code on the Project card is the default location for the project planning lines. The Location Code is also available on the Project Task. When a Location Code is specified on the project task, it becomes the default location for the project planning line. Once the project planning line is created, you can update the Location Code.
Warehouse settings
You can enter information about bins and warehouse policies for each location. Industrial Equipment Manufacturing adds one additional setting: the Consume to Project Bin Code. Use this setting when the warehouse policy specifies Require Pick and the project planning line application type is Consume. In that case, create either an inventory pick or a warehouse pick (when Require Shipment is also specified) from the project task. Registering the pick populates the Quantity to Post field on the project planning line so the line can be posted.
When the project planning line application type is Deliver, also create an inventory pick or a warehouse pick (when Require Shipment is also specified). You can use the Container Worksheet to add a container and pick the material into that container. Use the Transport Order to ship the container. For more information, see Transport and deliveries.
Transfer inventory between locations
You can transfer inventory items between locations by creating transfer orders. Alternatively, use the Item Reclassification Journal.
Note
The Item Reclassification Journal is an immediate transfer. Transfer orders are applicable when shipping time is needed.
In Industrial Equipment Manufacturing, you can create an inventory transfer from the project planning line when inventory is available for the planning line. Once created, the In Transit field on the project planning line shows Yes. Click this field to open the transfer order.
Note
Transfer orders are also used to replenish demand for a project planning line. Those orders are created through the Order Planning action. Once created, the transfer order number shows in Replenishment Document Type and Replenishment Document No. The In Transit field also shows Yes in this case.