The Project Control Suite extension for warehousing is based on the Microsoft Dynamics 365 Business Central feature: Enable Inventory and Warehouse Pick from Projects. Enable this feature in Feature Management for the Industrial Equipment Manufacturing extension to work.
Note
This feature is available as of April 1, 2022 (2022 wave 1) and is automatically enabled in Release 22 (2023, Wave 1).
Receiving
The standard behavior in D365 BC is to automatically consume inventory after posting a purchase order for a project as received. In Industrial Equipment Manufacturing, this behavior changed to enable the posting action on the project planning line. This also means that Require Receive and/or Require Put-away on the Location card is enabled for projects.
The process is based on the warehouse settings per location.
Require Put-Away
Basic warehousing, order by order.
From the released purchase order, use Create Inventory Put-Away/Pick to create a put-away document.
From Purchase Order > Related > Invt. Put-Away/Pick Lines, open the Inventory Put-Away document.
In the put-away document, select a Bin Code when bins are mandatory.
Posting the Inventory Put-Away also posts the related purchase lines as either Receive or Receive and Invoice.
Require Receive and require Put-Away
Advanced warehousing, multiple orders.
From the released purchase order, use Create Warehouse Receipt to create a warehouse receipt.
The warehouse receipt opens automatically.
Posting the warehouse receipt also posts the related purchase lines as either Receive or Receive and Invoice.
The warehouse creates a Warehouse Put-Away, which must be registered to place the received items in the selected bin.
Consume and deliver
Posting the project planning line supports two scenarios set by the application type: Consume or Deliver.
Consume: creates a negative adjustment in inventory and a project ledger entry, moving the value from inventory to work in process (WIP).
Deliver: creates an additional Posted Delivery, which can be used as a formal document to support the delivery to a project or service site. Because this application type is also consumed, the same To-Project Bin Code is used.
Registering the pick takes material out of the warehouse, and posting the planning line takes the same material out of inventory. If that is not the end of your business process, use Transport and Deliveries to track and manage shipping:
Containers: as part of the picking process, use the Container Worksheet to create containers and add the picked materials. When the container is full, set the status to Closed and start a new container.
Transport Orders: add containers to transport orders. Optionally add transport costs. Transport orders combine containers with the same pick-up and delivery address and the same shipping agent and service.
Delivery Trips: when planning deliveries in the future, create delivery trips and add transport orders as they are completed. Delivery trips combine transport orders with the same shipping agent and service. A delivery trip can have several stops or be split over several loads.
Consume with require pick
Basic warehousing, order by order.
Release the project planning line.
Note
With this warehousing setting, the Qty. To Post on the project planning line remains empty. Registering the pick also posts the project planning line.From the Project Task List, use Create Inventory Pick.
Deliver with require pick
Note
Advanced warehousing, multiple orders, available since update 5 of release 2022, wave 2.
In Industrial Equipment Manufacturing-Project Control Suite, deliveries are picked in the same way as project planning lines to be consumed. The difference is that when the project planning line is posted, a Posted Delivery is also created. Besides the posted delivery, you can pick the material into a container and add the container to a transport order to organize the shipment.
Pick Worksheet
To organize a shipment for several project tasks:
Make sure you have a Warehouse Worksheet Template of the type Pick per location.
In the Pick Worksheet, use Get Warehouse Documents to retrieve lines (Project Usage).
When complete, use Create Pick to create the pick document. The request page offers various options for sorting the pick.
Cross dock
Project Control Suite supports the cross-dock scenario in warehousing. Set a cross-dock bin code per project task. When not set per task, the default cross-dock bin for the project is used. When that is also not set, the Location Cross-Dock Bin Code is used.
Cross-dock setup
Make the Cross-Dock Bin field visible in the Bins list per location and mark one or more bin codes as a cross-dock bin.
The Calculate Cross Dock action is available in the Warehouse Receipt, the location must be set as Require Receipt.
For a detailed walk-through, see Cross-dock containers.