Project Item requirement sale order line status on consumption
This post will give clarity as to why the sale order line status is Invoiced at the stage of packing slip posting itself from Item requirement
PRE-SETUP Information
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Create new Project Contract
USMF/Project management and accounting/Common/Projects/Project contracts
Enter details as below:
Project contract ID: 000187(comes automatically based on number sequence setup)
Name: Demo
Funding Type: Customer
Funding Source: US-025
Sales Currency: USD
Click OK
Save & close project contact form
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Create new Project
USMF/Project management and accounting/Common/Projects/All Projects
Enter details as below:
Project type: Time and Material
Project contract ID: 000282(comes automatically)
Name: Demo
Project group: TM
Customer: US-025
Sales Currency: USD
Click OK
Using Item requirement form
Step1: Enter Item requirement
USMF/Project management and accounting/Common/Projects/All projects
Select project 000282
Open Item requirement from Plan tab
Click New
Enter Item number : M0001
Site:1
Warehouse :11
Quantity:10
Line property: Billable
Click Project tab
Enter Unit price(sales) as 10 USD
Now click Inquiries>sales orders
This will open the sales order created
Step2: Make a picking list and packing slip from Item requirements form for part quantity
Click Posting>picking list
Click on Lines
Change 10 to 7(to simulate partial consumption)
Click Ok
Click posting>Picking list registration
Updates>update All
Click close
Click Posting >packing slip
Update Quantity as Picked
Click Ok
Step3: Check project posted transactions
USMF/Project management and accounting/Common/Projects/All projects
Select project 000282
Action Pane>manage tab
Click Related information>Posted transactions
We see that the project posted transactions are getting populate on Packing slip posting itself if we use Item requirements which is correct
Note: When new item requirements are entered, they are added as addition lines in the same sales order.
Step 4: Check Sale order Line status
USMF/Project management and accounting/Common/Projects/All projects
Select project 000282
Plan tab >Item requirements
Select Show All and Inquiries >Sales order
Step 5: Check Line status of the Sales order
*** Actual Result ***
We see that the line status of the Sales is “open order” which is correct as we had made a partial consumption only
*** Expected Result ***
Same as actual
Step 6: Make a picking list and packing slip from Item requirements form for remaining quantity
Click Posting>picking list
Click on Lines
This will update the remaining 3 quantity
Click Ok
Click posting>Picking list registration
Updates>update All
Click close
Click Posting >packing slip
Update Quantity as Picked
Click Ok
Step7 : Check project posted transactions
USMF/Project management and accounting/Common/Projects/All projects
Select project 000282
Action Pane>manage tab
Click Related information>Posted transactions
We see that the project posted transactions are getting populate on Packing slip posting itself if we use Item requirements which is correct
Step 8: Check Sale order Line status
USMF/Project management and accounting/Common/Projects/All projects
Select project 000282
Plan tab >Item requirements
Select Show All and Inquiries >Sales order
Step 9: Check Line status of the Sales order
*** Actual Result ***
We see that the line status of the Sales is “Invoiced ” which is correct as we had made a complete consumption (full 10 quantity)
That’s because for Item requirements, Item transactions are consumed when the packing slip is updated.
Reference 1:https://technet.microsoft.com/en-us/library/hh500664.aspx?f=255&MSPPError=-2147217396
Although a sales order is processed when the corresponding customer invoice is updated, item requirements are processed when the corresponding packing slip is updated.
Reference 2: https://technet.microsoft.com/en-us/library/aa571173.aspx
NOTE: Sales order line status is Invoiced as it was invoiced as part of the Item requirement (which is Invoiced after posting the Packing slip)
