Creating and maintaining projects - Purchase / Inventory tab

Menu path

Projects ➔ Projects ➔ Maintain project

Introduction

This screen is displayed when the Pur./Inventory tab is clicked in the project maintenance screen. For more information, see Creating and maintaining projects. In this tab, you can create and/or maintain the purchase and inventory information linked to the project.

What version are you using?

The information in this document is applicable to product update 421 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I create an internal use request for the project?

1. In the Projects > Projects > Maintain projects screen, define the search criteria.
2. Click Search.
3. Select a project.
4. Click Open.
5. Click the Pur. / Inventory tab.
6. Select the Purchase option at Show.
7. Click  New. For more information, see Creating and maintaining internal use requests.

How do I generate the purchase order for the project?

1. In the Projects > Projects > Maintain projects screen, define the search criteria.
2. Click Search.
3. Select a project.
4. Click Open.
5. Click the Pur. / Inventory tab.
6. Select the Purchase option at Show.
7. Click  Purchase. For more information, see Creating and maintaining purchase orders.

How do I authorize the purchase order for the project?

1. In the Projects > Projects > Maintain projects screen, define the search criteria.
2. Click Search.
3. Select a project.
4. Click Open.
5. Click the Pur. / Inventory tab.
6. Select the Purchase option at Show.
7. Click Authorize.

Keep in mind: The Authorize icon is enabled only if an unauthorized purchase order is selected in the overview.

How do I process the purchase order for the project?

1. In the Projects > Projects > Maintain projects screen, define the search criteria.
2. Click Search.
3. Select a project.
4. Click Open.
5. Click the Pur. / Inventory tab.
6. Select the Purchase option at Show.
7. Click Process. For more information, see Printing purchase orders and Return to Vendor (RTV) orders.

Keep in mind: The Process icon is enabled only if the selected purchase order is authorized but has not been processed.

How do I receive the purchase order for the project?

1. In the Projects > Projects > Maintain projects screen, define the search criteria.
2. Click Search.
3. Select a project.
4. Click Open.
5. Click the Pur. / Inventory tab.
6. Select the Purchase option at Show.
7. Click Receipts.

Keep in mind: The Receipts icon is enabled only if the selected purchase order is processed but has not been received.

How do I fulfill the purchased item for the project?

1. In the Projects > Projects > Maintain projects screen, define the search criteria.
2. Click Search.
3. Select a project.
4. Click Open.
5. Click the Pur. / Inventory tab.
6. Select the Inventory option at Show.
7. Click  Fulfillment.

Keep in mind: The Fulfillment icon is enabled only if the selected purchase item is received at Purchase ➔ Entries ➔ Receipt but has not been fulfilled.

How do I cancel the allocation of the purchased item for the project?

1. In the Projects > Projects > Maintain projects screen, define the search criteria.
2. Click Search.
3. Select a project.
4. Click Open.
5. Click the Pur. / Inventory tab.
6. Select the Inventory option at Show.
7. Click  Unallocate.

Keep in mind: The Unallocate icon is enabled only if the selected purchase order was received at Purchase ➔ Entries ➔ Receipt.

Related documents

• Creating and maintaining internal use requests
• Creating and maintaining projects
• Creating and maintaining purchase orders
• Inserting and deleting columns
• Printing purchase orders and Return to Vendor (RTV) orders