Inventory reserved for a project is depleted by either consuming it in the project or delivering it from the project. Consuming means the component ends its life in the project and becomes part of the project deliverable. Delivering means the component is either first delivered to a project site before being consumed in the project, or delivered to the customer as a separate part of the project deliverable. When completed, the material is still consumed. Delivering is postponed consumption.
Note
Deliveries are different from a deliverable. A deliverable is the end result of a project, while deliveries are a method to deplete project inventory.
Deliveries can only be made from available inventory. Inventory cannot go negative.
Steps - Create a delivery from a project
Projects are integrated with warehouse management. Deliveries can be made from inventory. Industrial Equipment Manufacturing follows the location's warehouse settings:
Create a planning line and set the application to Deliver.
Copy from a budget line.
Create as new in the project item planning lines.
Post the project item planning line to create a posted project delivery.
Note
Posted deliveries are linked to the project task and appear in the project task fact box.
From the posted delivery, a Posted Delivery Report can be printed as a shipping document.
The posted delivery line has an Undo Delivery action to roll back the delivery posting.
Warehousing levels
Microsoft Dynamics 365 Business Central offers the following levels in warehousing:
No warehousing: all posting done from purchase and sales documents or item journals.
Basic warehousing: warehouse operations are handled per order through inventory put-away and picks.
Advanced warehousing: warehouse operations can combine several orders through warehouse receipts and shipments.
Directed warehousing: not supported in projects.
Make the settings for these warehouse scenarios on the Location card.
Industrial Equipment Manufacturing adds the following functionality to Microsoft Dynamics 365 Business Central's warehouse integration for projects:
Put-away and picking operations can be organized per project task instead of per project.
From the project task, you can create a warehouse shipment for project planning lines with the application type Delivery, or select it in a warehouse shipment, to support the delivery activity.
Transport and deliveries add packaging and transport functions to warehousing.
Warehouse scenario | 1. | 2. | 3. | 4. | 5. | 6. |
|---|---|---|---|---|---|---|
None | Basic | Basic | << | Advanced | >> | |
Bins | Yes | Yes | No | Yes | Yes | |
Receiving | Put-Away | Receive | Receive | Directed- | ||
Shipping | Pick | Ship | Ship | Warehouse | ||
Require Receive | - | - | - | V | V | |
Require Shipment | - | - | - | V | V | v |
Require Put-away | - | - | V | - | v | v |
Require Pick | - | - | V | - | v | v |
Bin Mandatory | - | V | V | - | V | v |
Directed Put-away and Pick | - | - | - | - | - | - |
Warehouse procedures per type
Before posting the project planning line, complete the following warehouse action for the application type:
Warehouse scenario | CONSUME | DELIVER |
|---|---|---|
1. | No warehouse action required. | No warehouse action required. A posted delivery is created. |
2. | Select the correct bin in the planning line. | Select the correct bin in the planning line. |
3. | Post a "Consumption Pick" to fill the location To-Project Consumption bin. | Post a "Delivery Shipment" to fill the location shipment bin. This action also posts the planning line and creates a posted delivery. |
4. | No warehouse action required. | Post a "Delivery Shipment" without a pick. This action also posts the planning line and creates a posted delivery. |
5. | Post a "Consumption Pick" to fill the location To-Project Consumption bin. | Create a "Delivery Shipment" and a pick. Register the pick and post the delivery shipment. This action also posts the planning line and creates a posted delivery. |
6. | Directed put-away and pick is not supported. |
Undo delivery
For more information on undoing a delivery, see: Project returns.