Allocate Purchase Items when they are Received

I received purchase order items, but they’re not allocated to my project. Why?

You just received-in Purchase Order Items. Despite having associated these items/materials with a project, and perhaps even a phase (aka: “Work Order”, “Release”, “Scope-of-Work”) on the PO, they’re not showing has ‘Allocated’ to your project when looking in Inventory or the ‘Ordered/Allocated’ and ‘Allocated Inventory’ tabs within your Project’s Materials/Purchasing form.

Check your global settings.

1. Navigate to Settings->Options->Parts/Inventory

2. Select the checkbox Allocate Purchase Items when they are Received.

Open

Settings->Options-Parts/Inventory Settings