We have a requirement where the Project Manager/Purchasing Team will purchase stock for a specific project to utilise during its life. We would like to be able to raise a PO for a project, receive the stock in and have the stock reserved for the project solely to use in the future via Project Works Orders, Project Sales Orders, or Project Item Journals.

In D365 Project Management & Accounting you can raise Project PO's for stock and non-stock items. When receipting a Project PO for stock items the system (when the PMA parameter Create Item Requirement is set to Yes and Item Consumption is set to No) asks the user if they wish to consume the stock immediately - No creates an Item Requirement Journal which hard reserves the stock and then consumes the stock on Invoicing. There is currently no good method in D365 of: reserving stock for a project for later use by the project.

We would prefer the following design:

• Have a new stock tracking dimension called Project
• For a Project PO for stocked items, when receipting the stock in populate the Project stock tracking dimension with the Project ID
• When receipting the stock do not create the item requirement journal
• In the Stock Reservation forms - warn or prevent users from reserving stock where the Project stock tracking dimension value is different to the Project WO, SO, Item Journal that the reservation is for
• A further enhancement would be to have the ability on Project PO line to state that the stock is being purchased for multiple projects with an initial allocation quantity for each project
• Stock can easily be transferred from 1 project to another by using a Stock Transfer Journal to move from Project A to Project B

Happy to discuss this at any time or hear other people's opinion on this approach.