How to View the Project Lines That Have Not Issued Materials
iDempiere enables direct generation of Purchase Orders from project task lines, ensuring that project material requirements flow seamlessly into procurement. This approach helps organizations plan purchases accurately while maintaining clear visibility into materials that are ordered but not yet issued to the project.
Creating a Project with Task-Level Planning
The process starts by creating a new project in the Project window and selecting a Project Type with the category set to Work Order (Job) or Asset Project.
The project is then structured by adding a phase and defining its name, description, comments, and start and end dates as required. Within the phase, tasks are created to represent individual work activities, and each task is defined with a task name and optional descriptive and scheduling information.
To complete the project planning, task lines are added under each task. The user selects the required product, enters the planned price, and specifies the planned quantity. These steps are repeated for all required task lines until the project’s full material requirement is defined.
Key steps in this stage include
- Creating the project and selecting the appropriate project type
- Adding phases and tasks to structure the project
- Defining task lines with products, planned price, and planned quantity
Generating Purchase Orders from the Project
After the project setup is completed, Purchase Orders are generated from the project using the Generate PO from Project Lines screen. The user selects the project, the relevant phase, and the required task line, and then starts the process. If a Purchase Order has not already been created for the selected task line, the system automatically generates one.
At this point, the Purchase Order is created only for procurement purposes, and the material is not yet issued to the project.
This involves
- Selecting the project, phase, and task line
- Running the Generate PO from Project Lines process
- Creating a Purchase Order without issuing material to the project
Viewing Project Purchase Orders Not Issued
Once Purchase Orders are generated and materials remain unissued, the Project POs Not Issued report can be used to review these transactions. The report displays all Purchase Orders created from project task lines where the material has not yet been issued to the project.
- Review generated Purchase Orders linked to projects
- Identify task lines where materials are pending issue
- Track procurement status before project consumption
By following these steps, project material requirements are accurately converted into Purchase Orders while keeping procurement and material issuance clearly separated. This ensures controlled purchasing, improved visibility into pending material issues, and consistent tracking of project-related procurement throughout the project lifecycle.