We are using the project module and I’m noticing that when items ship from inventory they are not rolling up into the ‘Project Costs’ Section of the project. I did find then in the project tracker > More > Summary > Order section. Does anyone know how to roll these items into the ‘Project Costs’ section? OR what table I need to use to add them to a BAQ?
Project Costs do not include anything shipped from Inventory… even if the sales order is part of the project. Even if the job is linked to the project. Once you receive the item to stock it leaves the project.
If you don’t want to have sales orders on your project that are Make-To-Order with jobs also linked to the project and shipped directly from WIP to the customer, then yes you’d need a BAQ to show the additions to the project cost and revenue.
Are your jobs linked to the project, and have their costs been captured by Build Project Analysis? That makes this easier, since all you’re missing should be the revenue piece… if not you’ll need both the revenue from the sale AND the costs from the job.
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Yes our sales order and jobs are linked to the project. We produce lockers but keep the Locks in inventory and ship from inventory so this is going to be our problem. Thanks for the clarification. Just one more thing I find frustrating about the project module.
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It’s been a request since 2016 at least. We had a meeting with the Project PM back when ASC606 was coming out.
This is the closest Epicor Idea to cover it.
Allow Project WBS Phase to be assigned to multiple Sales Order lines - 1848
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If the locks are bought directly to the project (i.e. the PO release has the Project ID and/or a WBS Phase ID), those costs will be rolled up into the project. That presents its own problems, especially if you purchase locks for use in multiple Projects AND for use outside of the project structure… but the option exists.
This is how we started but then when it came time to ship the components to the site, there is no functionality for creating the shipping paperwork, no interface to a shipment system, no invoicing hook… A mess.
I was able to add these to my BAQ I used the Order Dtl then Part Tran tables.
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