Issue Inventory to Projects

Inventory can be issued to Projects in ProjectStream 365.  Issuing a product will reduce the on-hand balance of the inventory item at location, and will be costed directly to the project / job.  Inventory issues can be initiated from the Inventory transaction screen, from within an existing project, or from within a Field mobile appointment record associated with a project.  

Procedure

  1. Navigate to Inventory / Inventory Trx
  2. Click + New
  3. Complete the Inventory Transaction Form
    1. Transaction Type:  Accept default value "Issue"
    2. Project: Select the Project to issue the inventory against. 
    3. Task:  Select the Project task to issue the inventory against
    4. Budget: Select the budget to to issue the inventory against
    5. Product:  Select a product (note: can also scan a bar-code of the product number to perform the search for this step)
    6. From Location:  Select the location to issue the inventory from (e.g. Warehouse)
    7. Quantity:  Select the quantity to issue
    8. Click Save and Close
Note

Inventory can also be issues from a project directly, or from a field mobile device. 

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