Order procurement categories or non-stocked materials for a project using project purchase orders
Applies To: Project Operations for resource/non-stocked based scenarios
The Procurement department in your organization might use purchase orders to track goods and services orders. Purchase orders for procurement categories or non-stock materials can be attributed to a project. Invoicing these purchase orders records the cost against the project.
Complete the following steps to enable the project purchase orders functionality.
- In Dynamics 365 Finance, go to the Feature Management workspace.
- In the feature list, find and select the feature, Enable project purchase orders on Project Operations for resource based/non-stocked scenarios.
- Select Enable.
- Configure non-stocked materials and pending vendor invoices as described in Configure non-stocked materials and pending vendor invoices.
- 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
In Finance, go to Project management and accounting > Projects > All Projects and select a project.
On the Action Pane, on the Manage tab, in the New group, select Item task > Purchase order.
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.
On the Purchase order page, in the Purchase order lines grid, select Add line.
Enter an item number or procurement category, quantity, unit, unit price, and other information as appropriate.
Only procurement categories, non-stocked items, and services can be used with project purchase orders. Stocked items aren't supported.
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.
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.