It is possible to create item allocation on a project. The item allocation is built on budget lines.
You can find Budget in the menu under Project/Project
Add budget. NOTE: Check the Current box for the budget realized figures to be compared to.
Select budget, click [Item allocation] to go to allocation lines (budget lines).
Click [Suggest item pick] to drag items that are available in the warehouse. Then click [Transfer to draft] to create a project draft with items from the warehouse.
The project draft is then posted in the normal way and the goods are pulled from the warehouse and posted to the project.
The same can be done with items that are not available in the warehouse.
Click [Suggest purchase] and you will see what to order. If you want to add the order to an existing purchase, you can add the purchase number to the line.
Click [Create purchase orders] and the lines are created on new purchases or transferred to existing ones if the purchase number is applied to the line.
On the project screen is a button to view the purchase order for that project.
Above are all purchase lines that refer to the project.
Budget
Create the budget by tapping Budget.
Add budget. NOTE: Check the Current box for the budget realized figures to be compared to.
Select budget, click [Item allocation] to go to allocation lines (budget lines).
Project: Inventory management
On the lines, fields have been added for disposition, e.g. available, order, purchased, drawn, purchase number, etc.
Click [Suggest item pick] to drag items that are available in the warehouse. Then click [Transfer to draft] to create a project draft with items from the warehouse.
The project draft is then posted in the normal way and the goods are pulled from the warehouse and posted to the project.
The same can be done with items that are not available in the warehouse.
Click [Suggest purchase] and you will see what to order. If you want to add the order to an existing purchase, you can add the purchase number to the line.
Click [Create purchase orders] and the lines are created on new purchases or transferred to existing ones if the purchase number is applied to the line.
On the project screen is a button to view the purchase order for that project.
Above are all purchase lines that refer to the project.