Manufacturing: Extension of Project Inventory Tracking to Production Orders
In previous versions of MYOB Acumatica, manufacturing forms did not provide details about project inventory in production orders integrated with projects. Additionally, project-specific inventory was excluded from the calculation of on-hand quantities on the Critical Materials (AM401000) form and available quantities on the Material Wizard 2 (AM300020) form. This limitation led to inaccurate information regarding project-specific inventory or inventory available in project-specific locations if production orders were linked to projects.
Also, manufacturing transaction forms lacked clear visibility of project-specific inventory in production transactions, making it difficult for users to quickly determine whether a production order record was linked to a project or project task and, consequently, whether product transactions would update project costs.
In MYOB Acumatica 2024.2.1, the production order flow has been enhanced to account for project-specific inventory and project inventory tracked by warehouse location. These enhancements are available if the Projects feature is enabled on the Enable/Disable Features (CS100000) form.
For more information about inventory tracking in projects, see Project Inventory Tracking: General Information and Project Inventory Tracking by Warehouse Location: General Information.
Changes to the Critical Materials Form
The Qty On Hand for Project and Qty Short for Project columns have been added to the Critical Materials (AM401000) form, as shown in the following screenshot.
In these columns, the system displays the quantities of project-specific inventory or project inventory tracked by location related to the project and project task specified for the production order. These settings are specified in the Project section of the References tab of the Production Order Maintenance (AM201500) form. The new columns are visible if the production order is integrated with the project (that is, if the Update Project check box is selected in the same section of the Production Order Maintenance form).
If the production order is not integrated with the project (that is, if the Update Project check box is cleared), the Qty On Hand and Qty Short columns are visible, as they were in previous versions of MYOB Acumatica. Also, regardless of whether the production order is integrated with the project, if the Show All Items check box is selected in the Summary area of the Critical Materials form, all four columns (Qty On Hand, Qty Short, Qty On Hand for Project, and Qty Short for Project) are visible at the same time.
The quantities displayed in these columns are calculated differently depending on the option selected for the associated project in the Inventory Tracking box on the Summary tab of the Projects (PM301000) form. The calculation rules are described in the following table.
| Column | Inventory Tracking Option of the Project | Calculation of the Quantity |
|---|---|---|
| Qty On Hand for Project | Track by Location | The total on-hand quantity across all warehouse locations that have the Production Allowed and Sales Allowed check boxes selected on the Locations tab of the Warehouses (IN204000) form and share the same combination of project and project task that is specified for the production order |
| Track by Project Quantity or Track by Project Quantity and Cost | The sum of all on-hand quantities of the item associated with the same combination of project and project task that is specified for the production order | |
| Qty Short for Project | Track by Location | The difference between Qty Remaining and Qty Hard Available in the project-linked warehouse location |
| Track by Project Quantity or Track by Project Quantity and Cost | The difference between Qty Remaining and Qty On Hand for Project |
If the production order is integrated with a project, only material records with positive Qty Short for Project values are displayed on the Critical Materials form. If the production order is not integrated with a project, material records with positive Qty Short values are displayed on the form.
Changes to the Material Wizard 2 Form
The Available Qty for Project column has been added to the Material Wizard 2 (AM300020) form, as shown in the following screenshot.
If the production order is integrated with a project, this column holds the available quantities of project-specific inventory or project inventory tracked by location related to the project associated with the production order; otherwise, the Available Qty for Project column is empty.
The quantities displayed in this column are calculated differently depending on the option selected for the associated project in the Inventory Tracking box on the Summary tab of the Projects (PM301000) form. The calculation rules are described in the following table.
| Inventory Tracking Option of the Project | Calculation of the Quantity |
|---|---|
| Track by Location |
The calculation depends on whether a warehouse location is specified for the material in the production order details:
|
| Track by Project Quantity or Track by Project Quantity and Cost | The sum of all item quantities associated with the same combination of project and project task that is specified for the production order |
If the production order is integrated with a project, the value in the Release Qty column is now calculated as follows:
- If Required Qty exceeds or is the same as Available Qty for Project, then Release Qty is the same as Available Qty for Project.
- If Required Qty is less than Available Qty for Project, then Release Qty is the same as Required Qty.
If the production order is not integrated with a project, the existing logic is maintained for the calculation of Release Qty.
On the Material Wizard 2 form, a material line is displayed only if the production order is integrated with a project and the line's Available Qty for Project value is positive. The system will not display a material line if its Available Qty and Available Qty for Project values are 0 or negative or if the production order is integrated with a project and the line's Available Qty for Project value is 0 or negative.
Other Enhancements
On the Labor (AM301000) and Move (AM302000) forms, the On Hand, Available, and Available for Shipping quantities (availability buckets) are now displayed in the table footer.
For each of the availability buckets on the Labor, Move, Materials (AM300000), Disassembly (AM301500), and Vendor Shipments (AM310000) forms, the system now shows two values separated by a slash, similar to how project inventory details are displayed on the Issues (IN302000) and Receipts (IN301000) forms:
- The first value is the quantity of project-specific inventory or project inventory tracked by location.
- The second value is calculated as the first value increased by the quantity of free stock. (Free stock refers to inventory that is not reserved for projects that use the Track by Project Quantity or Track by Project Quantity and Cost inventory tracking mode.)
The following screenshot shows an example with the availability buckets displayed on the Materials form.
These quantities are displayed if the production order is integrated with a project, providing visibility into stock item availability for the project associated with the production order.
The Project, Project Task, and Cost Code columns have been added to the Labor, Move, Materials, Disassembly, Cost Transactions (AM309000), WIP Adjustment (AM308000), Material Wizard 2 (AM300020), and Vendor Shipments forms. If the associated production order is integrated with a project, the values specified in these columns will indicate how the resulting transactions will affect project costs.
The new columns on the Materials form are shown in the following screenshot.
The Project and Project Task columns appear only if the Project Accounting feature is enabled on the Enable/Disable Features (CS100000) form, and the Cost Code column appears only if the Cost Codes feature is enabled on the same form.