Key Project-Driven Supply Chain Setup Tasks

Complete the required Supply Chain Management setup tasks to enable Project-Driven Supply Chain and support project information in supply chain transactions.

Setup task Mandatory? Description
Opt in to the Project-Driven Supply Chain feature Yes Enable Project-Driven Supply Chain by opting in through the Manufacturing and Supply Chain Materials Management offering.
Enable inventory tracking by project Yes Enable projects integration for individual inventory organizations using the Manage Inventory Organizations task under the Manufacturing and Supply Chain Materials Management offering. Materials management and manufacturing transactions then gather project details. Ensure that the organization is classified as a project expenditure organization.
Set up the default expenditure types Yes Review and maintain the default expenditure types used for supply chain transactions that support integration with projects.
Manage orchestration process definitions Yes Prevent Order Management from sending order lines that include project details to Receivables.

These four setup tasks and their mandatory status come directly from the supplied source.