Project Inventory Tracking: Implementation Checklist

The following sections provide details you can use to ensure that the system is configured properly for tracking inventory for projects, and to understand (and change, if needed) the settings that affect the processing workflow.

Implementation Checklist

We recommend that before you initially start working with project inventory, you make sure the needed features have been enabled, settings have been specified, and entities have been created, as summarized in the following checklist.


Form	Criteria to Check
Enable/Disable Features (CS100000)	Make sure that the following features are enabled: Inventory and Order Management Inventory Project Accounting Project-Specific Inventory
Projects Preferences (PM101000)	Make sure that all necessary settings related to project accounting have been specified, as described in the Basic Project Configuration: General Information.
Account Groups (PM201000) form	Make sure that all needed account groups have been configured. For more information about account groups, see Account Groups: General Information. Tip: To track assets purchased for the project on the Cost Budget tab of the Projects (PM301000) form, link the Inventory account to an account group of the Expense type.
Stock Items (IN202500) form	Make sure that all stock items have been defined and the inventory account of the stock item has been mapped to the appropriate account group. For more information about stock items, see Stock Items: General Information.
Projects (PM301000)	Make sure that the necessary project and project tasks have been created. In the project settings, select the inventory tracking mode in the Inventory Tracking box on the Summary tab as follows: Select Track by Project Quantity and Cost if you need to separate project inventory from free stock, reserve the items directly for the project, and track project-specific item cost. Select Track by Project Quantity if you need to separate project inventory from free stock, reserve the items directly for the project, and track item cost by general cost calculation rules. For more information on creating a project, see Project Creation and Processing: General Information.

Other Settings That Affect the Workflow

You can affect the workflow of sales and purchases of items for projects by specifying additional settings as follows:

To cause the system to automatically select a project task when a particular project is selected during the creation of a purchase order, select the Default check box on the Tasks tab of the Projects (PM301000) form for one of the tasks of the project.
To cause the system to include non-stock lines of the Service type in purchase receipts created from the purchase orders of the Normal type, select the Process Service Lines from Normal Purchase Orders via Purchase Receipt check box on the General tab (Other section) of the Purchase Orders Preferences (PO101000) form.
To cause the system to track costs for the projects with the Track by Project Quantity inventory tracking mode by individual warehouse locations, select the Cost Separately check box for the needed warehouse locations on the Locations tab of the Warehouses (IN204000) form.