Delivery Notes from Projects Module

Business Central/NAV
1

Hi Community!

When delivering goods and materials to project sites, I’m curious about what companies typically use as an out‑of‑the‑box delivery note from the Business Central Projects module.

Once the project journal is posted, Is there a standard document available, or any practical workaround to achieve this without introducing customizations?

Thanks!

2

Hi @Angel_Urdaneta,

BC doesn’t have a dedicated delivery note for projects out of the box. But you have simple options.

Best approach: Use Posted Project Invoices

  • Create a project sales invoice after posting the journal
  • Print/email it as delivery documentation
  • It’s posted and auditable

Alternatives:

  • Configure a packing list report (1-2 hours, no code)
  • Use warehouse receipts if materials go through the warehouse

BC’s Projects module focuses on invoicing and costs, not physical delivery docs. But the posted invoice works as delivery documentation.

Which approach works for you?

3

This approach uses out-of-the-box features, but is more data administration. Use a Project Location and a SKU for that Location. The replenishment system on the SKU is Transfer. This will tell the system a Transfer Order is required to move material from your Location to the Project’s Location. You can utilize whatever level of warehousing you want for the Transfer Order Shipping and Receiving.

This gives you a paper trail of the movement of material without causing early consumption or invoicing to be forced to generate the paperwork.

Best Regards,

Ben Baxter

Accent Software Inc

4

Thanks, Hardik and Ben — this really helps clarify the landscape. Appreciate the insights!