Order materials and services for a project using project purchase orders

Applies To: Project Operations integrated deployments

The procurement department in your organization might use purchase orders to track goods and services orders. Purchase orders for procurement categories or materials can be attributed to a project. When these purchase orders are invoiced, the cost is recorded against the project.

Prerequisites

Complete the following steps to enable the project purchase orders functionality.

1. In Dynamics 365 Finance, go to the Feature Management workspace.
2. In the feature list, find and select the Enable project purchase orders on Project Operations for resource based/non-stocked scenarios feature. Select Enable.
3. In the feature list, find and select the Enable stocked products usage for project operations integrated deployments feature. This feature is required to use stocked products in integrated Project Operations deployments. Select Enable.
4. Configure non-stocked materials and pending vendor invoices as described in Configure non-stocked materials and pending vendor invoices.
5. Configure procurement categories as described in Use procurement categories with project purchase orders and pending vendor invoices.

Create a project purchase order from the project purchase order list

1. In Finance, go to Project management and accounting > Projects > All Projects and select a project.

2. On the Action Pane, on the Manage tab, in the New group, select Item task > Purchase order.

3. On the Create purchase order page, select the vendor that you want to place the purchase order with, enter other information as appropriate, and then select OK.

4. On the Purchase order page, in the Purchase order lines grid, select Add line.

5. Enter an item number or procurement category, quantity, unit, unit price, and other information as appropriate.

   Note

   Learn how to use stocked products in integrated deployments in Managed stocked products for Project Operations integrated deployments.

6. Continue to add items or procurement categories as required, and confirm the purchase order.

   Goods and services receipts can be recorded by creating and posting a product receipt.

   Note

   Product receipts aren't recorded to the project actuals in Microsoft Dataverse and don't impact the project subledger.

   After a vendor sends the invoice for items and services on the purchase order, the procurement department can generate an invoice for the purchase order by going to Invoice > Generate > Invoice on the Action Pane. For more information about pending vendor invoices, see Purchase non-stocked materials using a pending vendor invoice.