Microsoft Dynamics AX Support

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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

 

 

  1. 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

 

  1. 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)