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| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | 
Oct 1, 2024 |
Business value
Business Central makes it fast and easy to ensure that you have the items you need to start a new project or keep one running smoothly. On the Project Card page, you can create purchase orders for the items by selecting the Create Purchase Order action. Then, you can review and edit the orders before you send them to your vendors.
Feature details
The process for creating purchase orders from projects is similar to the functionality in the sales area. With this process, you can create purchase orders directly from a project. The process uses the same algorithm as the Order Planning worksheet. It doesn't require complex setup to generate recommendations, but it intelligently analyzes demand and supply for required items.
To create one or more purchase orders from a project
Use the Create Purchase Orders action to create a purchase order for the quantity of each item that the project is missing.
Select the Lightbulb that opens the Tell Me feature icon, enter Projects, and then select the related link.
Open a project that you want to purchase items for.
Select the Create Purchase Orders action.
Open the Create Purchase Orders page. The page 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, select the Show Unavailable action.
Use the Quantity to Purchase field to enter the unavailable quantity. To purchase a different quantity, change the value in the field.
Note
You can change the Quantity to Purchase field value on unavailable lines, even if those lines represent fully available quantities.
Turn on the Reserve toggle if you want to reserve the quantity on the purchase line against a demand line. Instead of populating the Project No. and Project Task No. fields of the purchase line, use the Reserve toggle. Personalize the page to add the Reserve field.
Select OK.
This process creates a purchase order for each vendor that you use to purchase items for the project. The process includes any quantity changes that you make on the Create Purchase Orders page. You can continue to process the purchase orders. For example, you can edit or add purchase order lines.
Later, you can review the purchase lines linked to the project from either the Project Card page or Project Planning Lines by selecting the Purchase Lines action.
As with 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.
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Additional resources
Manage project supplies (docs)