项目特定库存：降低风险并提高盈利能力.pdf

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1、Project-Specific Inventory:Mitigate Risk and Increase ProfitabilityEkaterina(Kate)Stepalina2Presented byEkaterina(Kate)StepalinaTechnical Product Manager,Projects&Construction3AgendaIntroductionProcessing Project Drop-ship OrdersIssuing Stock Items from WarehouseSales Order Type Configuration for Pr

2、oject BillingIssuing an Item Purchased to ProjectIssuing an Item from Free StockReviewing Commitments ProgressReviewing Project Inventory BalancesQ&A|Survey CompletionSummary and Key Takeaways4CPE DisclaimerThis session is NASBA-compliant,and you may get 1 CPE credit if you fulfill the following req

3、uirements:Participate in at least one quizProvide your full name and email address when you complete a quizFailure to provide your full name and email address will result in Acumaticas inability to recognize you in our reports;thus,we will be unable to issue a CPE certificate for you.If you are not

4、interested in getting the CPE credit,specifying your personal details is optional.5Business Need:Procurement and Accounting of Project MaterialsEffective project management requires answers daily in real timeWhat kind of material do we have available in stock that we need for a project?Did we place

5、all the necessary purchase orders?Was the material received in full for the purchase orders?Was the material cost accurately captured for projects?Did we invoice all the material used correctly and on time?6Project Materials in AcumaticaSingle list of SKUs for sourcing material from all possible cha

6、nnelsDrop-ship purchases with/without receipt processingSpecific purchase for individual projectsIssues from available inventory(free stock)SubcontractsAd-hoc purchase expenses in the field(expense receipt or AP bill)Effective management of stored material for longer-term projects via specific inven