Define default location for project or project phase

Enabled for	Public preview	General availability
Users, automatically	Mar 1, 2024	Apr 2, 2024

Business value

Reduce the time you spend on data entry and focus more on core tasks by specifying a default location and bin for projects on the Project Card page. When you create project tasks, project planning lines, and project journal lines for the project, the default location and bin are automatically assigned. Stay flexible with the ability to change the location code and bin on tasks and lines if needed.

Feature details

Specify a default Location Code and Bin Code on the Project and Project Task Lines Subform pages. Similar to production order processes, these default values simplify data entry on project tasks, project planning lines, and project journal lines.

Project Card page

The Location Code and Bin Code are available on the Posting Tab. If you define a To-Project Bin Code on the location, the bin code is populated when you select the location code. If your warehouse flow requires warehouse picks, you can also define other bins from which to consume items.

These fields are the defaults when you create project tasks. Changes won't be made to existing project tasks.

Project tasks

The Location Code and Bin Code don't display by default, but you can add them through personalization. These fields are the defaults when you create project planning lines and project journal lines. Changes won't be made to existing lines.

Project planning lines

The Location Code is based on the value selected on the job planning line when you select an item. If a bin code isn't defined for the project task, the bin from the default bin content is selected. You can change both values manually.

Project journal lines

The Location Code is based on the value selected on the job journal line when you select an item. If a bin code isn't defined for the project task, the bin from default bin content is selected. You can change both values manually.

Purchase lines

This change doesn't affect purchase documents.

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