Article

Assembly Orders for a Project: The Project Card in Dynamics 365 Business Central

by Robb Delprado
Senior Presales Architect, Accelerynt, Inc.

What is a Project in Microsoft Dynamics 365 Business Central and what’s new about it? 

In Business Central 2024 release wave 1 (AKA, “BC 24”), Microsoft has supersized the Project.

Wait!  “What’s a Project?” you ask.

Microsoft has renamed the Job.  It’s now called “Project”.  Do not worry, you can still search Job and find your Projects.

Below is the retitled Project Card. And in this example, we have a Billable task line for the deposit, a Budget Only task line for Consultation and two Both Budget and Billable task lines for the assembly and installation of the furniture.

Project Planning Line

Looking at the Project Planning Lines for the Project, we see Item 1925-W is a Conference Bundle and we see the column “Qty. to Assemble”.  That field has been added in BC 24.

We also see that our availability for Item 1925-W is lower than the quantity entered for the Location.

Before we explore how this new field works, let’s take a closer look at Item 1925-W.

The Item Card

From the Replenishment tab, we see Item 1925-W is an Item replenished through an Assembly Order and the Assembly Policy is Assemble-to-Order.

That indicates there is an Assembly BOM.

<...

FREE Membership Required to View Full Content:

Joining MSDynamicsWorld.com gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates.
Learn more about us here

Get full access
Accounting Bill Of Material Mgmt Billing Business Central Dynamics 365 Order Management Project Management
About Robb Delprado

Robb is a non-practicing CPA with 26 years of experience in the NAV / Business Central space.  Robb is a Microsoft MVP, Microsoft Certified Trainer, and a Microsoft Certified Business Center Functional Consultant.

He has been on the partner side and the user side.  As a user, Robb was a member of the c-level suite directing the company’s strategic growth first as COO and later as President.  From the partner side, Robb has been a Trainer, Consultant, System Architect, Project Manager, and Account Manager.

He has presented at Microsoft Convergence, Directions for Partners in the US and Europe, and the following User Group conferences: Forum, Summit, Focus, DynamicsCon Live and Solve My ERP Problem.

More about Robb Delprado
Peter
Submitted by Peter Loo on Sun, 05/19/2024 - 20:19 Permalink

Hi Robb

Thanks for your insightful article on the new Projects functionality.

For the step "Create Project Journal Line", does the system check that the Assembly Order is 'completed' for posting through projects?  or does it create the Project Journal Line but restrict this from posting until the Assembly Order is completed for posting?

Rgds

Peter

Robb
Submitted by Robb Delprado on Wed, 05/22/2024 - 16:57 Permalink

Peter,

Thank you for your question.

The Assembly Order is created when you enter the Quantity in the  "Qty to Assemble" column.

Unless you require picking from the Location where the Order is being assembled, there is no checking to verify the Order has been assembled.  Posting the Project Journal, for a Location that does not require picking, will consume the component Items and create the assembled Item.