Industrial Equipment Manufacturing follows the standard Microsoft Dynamics 365 Business Central functionality for material planning in projects and no longer uses the "project specific" functionality.
Steps - Order items of the type Inventory
Order items of the type Inventory as follows:
To order from a project, open the ProjectPlanning lines.
From the Replenishment menu, open Order Planning. The filter in the header is fixed to ProjectDemand.
Use the Calculate Plan function to update the order planning lines.
Note
Planning lines are only recognized by the calculation when the line status is Released. This lets the planner work more specifically, for example, release only the planning lines for which engineering is completed and specifications and drawings are available.
In Make Order, you can also choose Selected Lines (in addition to Active Order and Active Line). Make this selection in the Calculate Plan page.
From Order Planning, use the Make Order function to create the replenishment orders as indicated on the order planning line.
A supply order is created with a reservation entry of the type Reservation and the Binding option set to Order-to-Order.
The ProjectPlanning line references the supply order in the Replenishment Document Type and Replenishment Document No. fields. Open the replenishment order from the Replenishment menu on the project planning line.
Other types
To order one of the following project planning line types, use:
Type | Action |
|---|---|
Items of the type Service and Non-Inventory | Create non-inventory purchase quotes or orders. |
Resources | Create non-inventory purchase quotes or orders. |
G/L Accounts | Create non-inventory purchase quotes or orders. |
Several ProjectPlanning lines to one production order | Create multiple-line production order. |
For more information, see: Purchase quotes and orders.
Control supply from project
To ensure the links between ProjectPlanning lines and supply orders are correct, enforce supply orders to be created from the ProjectPlanning line using the Control Supply from Project setting. This setting is per project and is part of the base template. When enabled, an error appears when selecting a ProjectNo. from the purchase line: "The supply for Project%1 is controlled from the Project Planning Line. You cannot enter supply manually."
Note
In Project Control Suite, receiving inventory items can be disconnected from posting the planning line. The Control Supply from Project setting on the Project card controls this:
When On, supply orders can only be created from within the project, either through Order Planning or the Planning Worksheet. Upon receipt, items are received in inventory (item ledger entry). The ProjectLedger entry is created when the ProjectPlanning line is posted.
When Off, a project and project task can be selected from the supply order. Upon receipt, both the item ledger entry and the project ledger entry are created.Your content goes here