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Define default location for project or project phase

Enabled for Public preview General availability
Users, automatically Mar 1, 2024 Apr 2, 2024

Business value

Reduce the time you spend on data entry and focus more on core tasks by specifying a default location and bin for projects on the Project Card page. When you create project tasks, project planning lines, and project journal lines for the project, the default location and bin are automatically assigned. Stay flexible with the ability to change the location code and bin on tasks and lines if needed.

Feature details

Specify a default Location Code and Bin Code on the Project and Project Task Lines Subform pages. Like production order processes, these default values simplify data entry on project tasks, project planning lines, and project journal lines.

Location and Bin in Project

Project card page

You can find the Location Code and Bin Code fields on the Posting Tab. When you set up a To-Project Bin Code on the location, the app fills in the bin code when you select the location code. If your warehouse process needs warehouse picks, you can set up other bins for consuming items.

When you create project tasks, the app uses these fields as defaults. You can't change these fields for existing project tasks.

Project tasks

The Location Code and Bin Code fields don't appear by default, but you can add them through personalization. When you create project planning lines and project journal lines, the app uses these fields as defaults. You can't change these fields for existing lines.

Project planning lines

The system sets the Location Code based on the value you select on the job planning line when you select an item. If the project task doesn't have a bin code, the system selects the bin from the default bin content. You can change both values manually.

Project journal lines

The system sets the Location Code based on the value you select on the job journal line when you select an item. If the project task doesn't have a bin code, the system selects the bin from the default bin content. You can change both values manually.

Purchase lines

This change doesn't affect purchase documents.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

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Additional resources

Set Up projects, prices, and project posting groups (docs)