Source area on Project Resources

Use this area to specify the sourcing for project resources, and to view status information about the source for the resource (an inventory, purchase order, job, PO requisition, or service order transaction) and when the transaction is expected to be completed.

This area contains Source fields, as well as read-only status information.

See Source fields for more information.

Description of form behavior in this area:

• Inventory: If the source is set to Inventory, this area displays status information about the inventory sources for the project resource material. It lists the sites, warehouses, and locations that have the item, as well as the type (Stock or Transit), the quantity on hand, quantity that is reserved, reserved for customer orders, and the non-nettable amount at each location.
• Purchase Orders: If the source is set to Purchase Order, this area displays status information about the specified PO that provides the resource material, including the status of the PO, the amount that has been received, rejected, and vouchered, and the Last Received date.
• Job: If the source is set to Job, this area displays status information about the specified job operations that provide the material, including the work center, status of the operation, the amount received, completed, moved, or scrapped, unit of measure, start and end date, setup hours, and labor and machine costs.
• Requisition: If the source is set to Requisition, this area displays status information about the specified PO requisition that provides the material, including the vendor, buyer, PO number (if available), status, due date, promise date, the amount received, rejected, or vouchered, the last received date, and the status.
• Transfer: If the source is set to Transfer, this area displays transfer and line data. If a non-inventory item is entered on a Project Resource record, and the source is set to Transfer, the record will not be saved, and an error message is displayed. If the source is set to Transfer, and the transfer order number is blank, the Prompt For Warehouse Data form is displayed.
• SRO: If the source is set to SRO, this area displays status information about the specified service order associated with the material, including the order status and billing status, create and close dates, start and end dates, projected completion date, and the incident associated with the service order, if applicable.