Purchasing Project Items for Resale

Project deliverables can include items that the company does not manufacture. In this case, you purchase them from another source and resell them to the customer for the project. The items that you buy are not component items that are consumed in a manufacturing work order. You can have them shipped directly from the supplier to the customer. You can also purchase these items from another branch and transfer them to the project branch. Alternatively, you can purchase and stock these items as project-specific inventory until you send them to the customer with other project deliverables.

In the Project Workbench program (P31P001), you use descriptive (or summary) tasks to create and track project-specific purchased items. You can track all related orders, such as direct ship, transfer, sales, credit, or purchase orders.

To link a descriptive task in the project to its related orders, the system stores order information in the Related Order Cross Reference table (F4080). This table contains the descriptive task order number and order type and detail information from the related orders, such as document type, extended costs, and order status (for information only).

You can access related orders for a project in the View Related Orders region of the Project Workbench form. After you select a project task in the workbench, you can edit an existing order or create a new direct ship, transfer, sales, purchase, or credit order for the task.

You can also access the Related Orders program (P31P204) from the Project Workbench menu. For you to create a related order, the header of the Work with Related Orders form must contain a valid project number, a descriptive task order number, and an order type. You use the Form menu to access versions of the order entry programs for direct shipping, transferring orders, creating sales orders, creating credit orders, or creating purchase orders. The system passes the project number to the sales order and purchase order programs.

If you want to review or revise a related order, you can access the order information by choosing an order entry program from the Row menu. On the Work with Related Orders form, a tree structure displays the unique items on all the related orders The individual orders are displayed in the detail area.

Note: You cannot cancel or close a descriptive task that has related orders attached to it unless the order activity status for all related orders is 999 (closed). The F4080 table retrieves the order status from the Sales Order Detail table (F4211) and the Purchase Order Detail table (F4311).