Direct Supplier invoice (without a PO) that is to be created for the project can make use of items as well as procurement categories. In that case, items as well as the procurement categories should be linked to a project category. To setup and link a procurement category to a project category, refer the post Procurement Categories and related setup.
Please refer below for the two main configuration items that can frustrate you if you are trying to create a supplier invoice directly without a PO.
Importance of 'Active in Journals'
Very often it is required to create a supplier invoice for the project and in that case the item that is to be used in the supplier invoice should be linked to the project category. You think that the steps to that are very simple, which actually are, but with a small catch. You think you will create a project category and you will create a released product and then link it, which is correct as well. While linking the same, you need to navigate the 'Manage Project' fast tab of the Item record and select the project category from the drop down. However when you look for the desired project category, recently created, for the item, you cannot see it and then you get baffled as to why other item categories are being seen and why not the one which was recently created. You know that you have missed some setup, but there seems to be no clue. I faced the same situation and was frustrated to the core about it, until finally i found out that issue, which after fixed, the project category started appearing in the drop down and i could link the item to the project category. The frustrating toggle switch (as called in AX7 aka Dynamics 365) is called the 'Active in journals' in the 'Project Categories' window, which when turned to 'Yes', the category started showing in the drop down in the 'Manage Project' fast tab of the Item record.
Thanks
Sarang
Please refer below for the two main configuration items that can frustrate you if you are trying to create a supplier invoice directly without a PO.
Importance of 'Active in Journals'
Very often it is required to create a supplier invoice for the project and in that case the item that is to be used in the supplier invoice should be linked to the project category. You think that the steps to that are very simple, which actually are, but with a small catch. You think you will create a project category and you will create a released product and then link it, which is correct as well. While linking the same, you need to navigate the 'Manage Project' fast tab of the Item record and select the project category from the drop down. However when you look for the desired project category, recently created, for the item, you cannot see it and then you get baffled as to why other item categories are being seen and why not the one which was recently created. You know that you have missed some setup, but there seems to be no clue. I faced the same situation and was frustrated to the core about it, until finally i found out that issue, which after fixed, the project category started appearing in the drop down and i could link the item to the project category. The frustrating toggle switch (as called in AX7 aka Dynamics 365) is called the 'Active in journals' in the 'Project Categories' window, which when turned to 'Yes', the category started showing in the drop down in the 'Manage Project' fast tab of the Item record.
Importance of 'Stocked Product' checkbox
After the released product is linked with the project category, as mentioned above, the task is still not over, as that item should be visible in the 'Item number' drop down of the supplier invoice. The items that are visible in that drop down are the ones for which are of type 'Non stocked'. Hence for all the items, for which supplier invoice needs to be created, without the PO, make sure that in the 'Item model group' of the item, the 'Stocked' checkbox (as seen in the screenshot below) should be unchecked or else the item will not be visible in the 'Item number' drop down of the supplier invoice.
Thanks
Sarang
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