Many project/service organisation operate through some kind of sales process to agree a budget prior to commencement of actual delivery of project/jobs upon agreement by the client. 

D365O projects now provide good options of managing budgets/forecasts either via the WBS and through the budgets and forecast. 

Many times there is quite some frustrations on the part of clients, when they've gone through the process of entering many lines through the budgeting or forecast tools, and then have to re-enter all lines again on purchase order.  Consistently you get the request from clients, why you cannot copy the lines from the budget/forecast. 

Requested functionality

Provide additional option under the COPY group under the 'Purchase order lines' menu in addition to [From all, From Journal, From line] on the purchase order line to have the following options:

• From project budget


• From project forecast


• From project WBS

This will result in the options looking as below:

• PURCHASE ORDER LINE
  
  
  
  
  • NEW
    
    
    
    • Delivery schedule
    
    
    • Credit note
    
    
    
    
  
  
  • COPY
    
    
    
    • From all
    
    
    • From journal
    
    
    • From line
    
    
    • From project budget
    
    
    • From project forecast
    
    
    • From project WBS
    
    
    
    
  
  
  
  

Using any of the three options should open the lines from any of the above objects.

•  ****It should ONLY present lines attached to Project Category of ITEM types.*****


• Where a project is already selected on the line, i.e. if the PO was created directly from the project, and it defaulted the project code in the background, the presented lines need to be filtered for the selected project only.


• The form should allow filtering by the user


• The form shold allow multiple selection of lines by the user


• Copying it should then populate all information on the lines from any of the above forms, which can be stipulated on the purchase order line


• For budgets, it should only use amounts from latest agreed revision. 


• it is not envisaged this will be used for updates to purchase order lines to either increase or decrease the amounts during revisions. This should continue to be a manual activity when required. 

As a suggestion, an introduction of additional parameters could be introduce for 'Create PO lines from Project only'  on the project, which could control whether manual lines are allowed on the PO line, or can only be copied from a project when a budget/forecast exist.

A function like this will really improve the efficiency of using already approved budget/forecast lines as the basis of project purchases.