Hi, Readers.
The public preview for Dynamics 365 Business Central 2024 release wave 2 (BC25) is available. Learn more: Link.
I will continue to test and share some new features that I hope will be helpful.
Business value:
Business Central makes it fast and easy to ensure that you have the items you need to kick off a new project or keep one running smoothly. On the Project Card page, you can create purchase orders for the items by choosing the Create Purchase Order action. Afterward, you can review and edit the orders before you send them to your vendors.Feature details:
https://learn.microsoft.com/en-us/dynamics365/release-plan/2024wave2/smb/dynamics365-business-central/replenish-items-projects?wt.mc_id=DX-MVP-5004336
The process of creating purchase orders from projects is similar to the functionality you might already be familiar with from the sales area. The process lets you create purchase orders right from a project. It shares the same algorithm as the Order Planning worksheet, which means it doesn’t require elaborated setup to produce recommendations, but it’s intelligent enough to analyze demand and supply for required items.
Let’s see more details.
Choose the Tell Me feature icon, enter Projects, and then choose the related link.
Open a project that you want to purchase items for.
All Project Planning Lines:
With this wave (BC25), you can choose the Create Purchase Orders action.
The Create Purchase Orders page opens and shows a line for each item on the project. Lines for both fully available quantities and unavailable quantities show by default. Unavailable quantities aren’t available.
To show only unavailable quantities, choose the Show Unavailable action.
The Quantity to Purchase field contains the unavailable quantity. To purchase a different quantity, edit the value in the field
Vendor is taken from the Vendor No. on the Item Card. Like the Quantity to Purchase, it can be modified.
This process creates a purchase order for each vendor from which you purchase the items on the project, including any quantity changes that you made on the Create Purchase Orders page.
The Purchase line is automatically associated with the Project.
Then, you can review the purchase lines linked to the project either from the Project Card page or Project Planning Lines by choosing the Purchase Lines action.
Project Card: Related -> Project -> Purchase Lines
Project Planning Lines: Related -> Project Planning Line -> Purchase Lines
As in other cases that involve advanced inventory processes, such as reservation, warehousing, and assemble-to-order, the project’s status must be Open and the Apply Usage toggle must be selected.
For example, if the status is other than Open, Create Purchase Orders is clickable, but no lines are generated.
In fact, this new feature is similar to the Create Purchase Orders feature on Sales Order. More details: Dynamics 365 Business Central Mini tips: Quickly Create Purchase Document from Sales Order (Not Drop Shipment and Special Order)
Give it a try!!!😁
END
Hope this will help.
Thanks for reading.
ZHU
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