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How do I charge purchased material to a project?

Tick Auto Issue for Project on Project Accounting Setting and give each purchase order journal its issue journal on the Movement tab. A receipt against a purchase order that names a project then issues its item lines to the project on Save.

Screen
Project Accounting › Setting › Project Accounting Setting
Who
The implementation consultant, then the storekeeper
Takes effect
On Save of each receipt
Needs first
Purchase orders that name the project. See Purchasing how-to

Steps​

  1. Open Project Accounting Setting. Tick Auto Issue for Project.
  2. Movement tab: one line per purchase order journal used for project purchases, with its Journal For Issuance.
  3. On the purchase order, name the project.
  4. Save the receipt as usual. The issue to the project is made with it.

Check it worked​

  • Project Profitability shows the issued items as Actual Cost.
  • The board tile Project cost by source shows them under material.

The issue is an ordinary stock issue document. What it posts is described with the inventory documents: see Inventory how-to.

If something looks wrong​

  • Nothing was issued. Auto Issue is off, the Movement tab is empty, the purchase order names no project, or the lines are not items.
  • Items in store are used on a project. Issue them from stock naming the project. See Inventory how-to.