Projects and Construction: Usage of Free Stock for Projects with Project-Specific Inventory

A project uses the project-specific inventory if it has the Track by Project Quantity or Track by Project Quantity and Cost inventory tracking mode selected on the Summary tab of the Projects (PM301000) form. In previous versions of MYOB Acumatica, users were able to directly issue materials for a project that uses the project-specific inventory only if the items were on hand for the project cost layer of the exact project and project task. If the materials were on hand but not allocated for the project (that is, the materials were in free stock), a user had to process an inventory transfer from the free stock to the project stock first.

Important: Projects that use the project-specific inventory are available if the Project-Specific Inventory feature is enabled on the Enable/Disable Features (CS100000) form.

In MYOB Acumatica 2025.1, the functionality related to project-specific stock has been enhanced. Now users can issue free stock for projects with the project-specific inventory without processing manual inventory transactions. The system automatically performs the needed transfer operations and generates the corresponding inventory transactions.

Changes to the Project-Related Forms

For the projects that have the Track by Project Quantity or Track by Project Quantity and Cost inventory tracking mode selected on the Summary tab of the Projects (PM301000) form, a user now can specify whether free stock items can be issued for these projects. On the same tab, the Allow Issue from Free Stock check box is now available (see the following screenshot).

Figure 1. The new check box in the project settings


The user selects this check box for a particular project to allow the issuing of the stock that is not allocated to any project in the project-related documents that are created on the Issues (IN302000), Sales Orders (SO301000), Materials (AM300000), and Vendor Shipments (AM310000) forms.

Also, to provide users the capability to quickly create projects that allow the issuing of free stock, the Allow Issue from Free Stock check box has been added on the Summary tab of the Project Templates (PM208000) form.

Changes to Inventory and Order Management Forms

For stock items, a user can now specify the default source that the system will insert in the document lines that are associated with the projects that use the Track by Project Quantity or Track by Project Quantity and Cost inventory tracking mode.

For this purpose, on the Inventory Planning tab of the Stock Items (IN202500) form, the Default Inventory Source for Projects box has been added (see the screenshot below). For each stock item, a user can define the default source from which the system will issue the items on the Sales Orders (SO301000), Materials (AM300000), and Vendor Shipments (AM310000) forms.

The following options are available in the box:

  • Project Stock: The system will issue the items from the project-specific layer by default.
  • Free Stock: The system will issue the items that are not allocated to any projects by default.
Figure 2. Stock item settings


The Inventory Source column has been added on the Details tab of the following forms:

The option selected in this column (Project Stock or Free Stock) specifies from which source the items will be issued. The items can be issued from the free stock in sales orders and inventory issues only if the Allow Issue from Free Stock check box is selected for the project specified in the document line.

Attention: The Cost Layer Type column has been preserved for backward compatibility; now the column is hidden by default on the Details tab of the listed forms and cannot be edited. The value in this column is specified based on the combination of the inventory source selected in the line and the inventory tracking mode selected in the corresponding project.

On the Transfers (IN304000) form, the From Inventory Source and To Inventory Source columns have been added on the Details tab. In these columns, the user specifies the original source and the destination source for the inventory transfer transactions.

Attention: The Cost Layer Type and To Cost Layer Type columns have been preserved for backward compatibility; now the columns are hidden by default on the Details tab of the form and cannot be edited. The values in these columns are specified based on the combination of the inventory source selected in the line and the inventory tracking mode selected in the corresponding project.

On the Sales Orders form, a user can allocate the items for the sales order lines in which Free Stock is specified in the Inventory Source column. To do this, the user clicks Line Details on the table toolbar, selects the Allocated check box in a line, and specifies the quantity of items to be allocated.

Changes to Manufacturing Forms

For the manufacturing documents that are related to projects, the changes listed below have been made to the Details tab of the Materials (AM300000) and Vendor Shipments (AM310000) forms:

  • The Inventory Source column has been added. The option specified in this column (Project Stock or Free Stock) indicates from which source the items will be issued. The items can be issued from the free stock only if the Allow Issue from Free Stock check box is selected for a project specified in the document line.
  • The Split button has been added. A user can click this button if for the currently selected line, the project-specific layer has insufficient items available and the project associated with the production order selected in the line allows issue from free stock. The system will automatically create an additional line on the tab and allocate the rest of the quantity from the free stock.

Changes to the Calculation of Item Quantities in Manufacturing

The rules of calculating item quantities have been revised for the stock items that are issued from free stock for production orders integrated with projects that use project-specific inventory. These are the production orders that have the Update Project check box selected in the Project section of the References tab of the Production Order Maintenance (AM201500) form.

On the Material Wizard 2 (AM300020) form, the Available Qty. for Project values are now calculated as follows:

  • If a location is specified for a material in the production order details: The Available Qty. for Project is calculated as the total quantity of item hard available in this warehouse location.
  • If no location is specified for a material in the production order details: The Available Qty. for Project is calculated as the total quantity of item hard available in all locations in the warehouse in which the Production Allowed and Sales Allowed check boxes are selected on the Warehouses (IN204000) form.

On the Critical Materials (AM401000) form, the Qty. On Hand for Project is calculated as the total quantity of the item that is on hand on the normal cost layer of the applicable warehouse locations. The applicable locations are those in which the Production Allowed and Sales Allowed check boxes are selected on the Warehouses form.