My 2p about ERP Solutions, Information Worker Solutions and other software products (mainly Microsoft Dynamics AX and Microsoft SharePoint).

09 January 2012

About registering item consumption on projects

by Patrik Luca 0 comments

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There is a nice Technet article, describing the different ways of consuming item in the Project management and accounting module. I would like to extend it a bit further with this post, elaborating further the differences between all those ways.

Method 1: Project sales order

 

  • Item transactions are consumed when the customer project invoice is posted.
  • Always billable to the customer, no possibility to set it to non chargeable.
  • Possibility of partial deliveries.
  • Only possible for time and material projects.
  • Missellaneous charges functionality available.
  • Discount functionality with trade agreements available.
  • Planned issue, so net requirements will decrease upon posting the consumption.

Method 2: Inventory journal

 

  • Item transactions are consumed when the journal is posted.
  • Possible to set it as non chargeable, hence not invoicing it to the customer.
  • Partial deliveries not possible.
  • Possible for all project types.
  • Missellaneous charges functionality not available.
  • Discount functionality with trade agreements not available.
  • Unplanned issue, so net requirements will not decrease upon posting the consumption.

Method 3: Project item requirement

 

  • Item transactions are consumed when the packing slip is updated.
  • Possible to set it as non chargeable, hence not invoicing it to the customer.
  • Possibility of partial deliveries.
  • Possible for fixed-price and time and material projects.
  • Missellaneous charges functionality not available.
  • Discount functionality with trade agreements not available.
  • Planned issue, so net requirements will decrease upon posting the consumption.

Method 4: Purchase order

 

  • Item transactions are consumed on a packing slip update or when the customer or vendor is invoiced. It depends how the purchase order was created: see my post Purchase orders in project management.
  • Possible to set it as non chargeable, hence not invoicing it to the customer.
  • Possibility of partial deliveries.
  • Possible for all project types.
  • Missellaneous charges functionality available.
  • Discount functionality with trade agreements available.

Comments 0 comments

Patrik Luca, Ieper, BELGIUM
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