There are several options for pulling goods from stock to project. This can be done via purchasing directly to project, via a project draft, bookkeeper lines from an order directly to project and finally to reserve items in the warehouse from the project module. Reservations to project are available as a button on ribbon in the project file.
NOTE: In the Project types, there must be a "Tick" in the default on a revenue type. Otherwise you will get the error.
NOTE: The items must have a Project type associated with them on the item card for the reservation to be booked. Read more here.
Reservations are copied from either a previous invoice, a quote or a pre-calculation under budget.
Above is shown how to copy from quotes and item allocation under budget respectively. The same method can be used from invoices.
The lines are copied over some reservation lines on the project. Criteria for copying.
Only lines are copied where:
Here you can see how the reservation is displayed in the warehouse.
A line drawn to the project is shown here. The line can be identified by the fact that it has neither order number nor invoice number, but the project number is filled in.
NOTE: The items must have a Project type associated with them on the item card for the reservation to be booked. Read more here.
Reservations are copied from either a previous invoice, a quote or a pre-calculation under budget.
Above is shown how to copy from quotes and item allocation under budget respectively. The same method can be used from invoices.
The lines are copied over some reservation lines on the project. Criteria for copying.
Only lines are copied where:
- The item has item type (ItemType) = "Item".
- Deducted field = 0
Here you can see how the reservation is displayed in the warehouse.
A line drawn to the project is shown here. The line can be identified by the fact that it has neither order number nor invoice number, but the project number is filled in.