Withdraw Material to a project

Explanation

When using IFS/Inventory to issue material to a Project Activity with IFS/Project, you have the option to create a Project Transaction automatically. The internal price of the created transaction will be set to the standard cost of the inventory article. If a margin is connected to the project, then this is used to calculate the sales price, otherwise the sales price is set equal to the internal price. 

Note that supplier invoices for inventory parts normally should not be forwarded to the project, since transactions will be created for these when issuing the part

Prerequisites

Material must be available in IFS/Inventory.
Project activity must be registered. 
A part has to be assigned to the activity.

Window

Project Navigator

Related Window Descriptions

Project Navigator

Procedure

  1. Open the Project Navigator window and search or populate for the relevant project.
  2. Navigate down the project structure tree (visible on the left side of the widow) and select an activity for which you want to issue a material from the inventory.
  3. On the Demand tab, navigate to the Misc. Parts tab.
  4. Right-click the part you want to issue and click Issue. A message will appear.
  5. Click OK.

Note: If IFS/Project Reporting is used, you have the option of selecting the Propose Project Transaction check box in the Project window, which will enable the Create Project Transaction dialog box to appear. Enter a valid report code in this dialog box that has report code type Material and then click OK to create a project transaction for the material issue. This dialog box is available to the user from right mouse button menu on project miscellaneous demand regardless of this checkbox.