Connect Customer Order Line to Project Activity
Explanation
This activity is used to connect a customer order line to a project
activity. You can perform this activity to sell excess material and send out partial
deliveries from a project.
You can only connect customer order lines
with inventory or non-inventory parts. It is possible to have customer order
lines of the same customer order connected to activities of different projects.
However, if the customer order header is connected to a project (refer to the
Create Project From Customer Order activity), its lines can only be connected to
the activities of the same project. One project activity can be connected
to several customer order lines.
Prerequisites
- The customer order line must be in the Released status.
- The customer order line must not have been
connected to a project activity.
- The project to be connected must be in the Approved or
Started status.
- The supply code on the customer order line must be either
Invent Order, Shop Order, DOP
Order, Purch Order
Trans,
Purch Order Dir, Int Purch Trans, Int Purch Dir, Not
Decided, Package, or Non Inventory.
- The site of the customer order line must have been defined as an allowed site for the connected project.
- The relevant posting type must have been specified
for the project code part.
- The customer order line must not have been manually pegged
to a purchase order line or a shop order.
- The customer order line must not have been a customer
consignment stock delivery.
- If the customer order header is connected to a
project, the activity to which you want to connect must be of that same
project.
- Project manual connections to customer order lines
must have been made available on the Project/Project Manual Connections
tab.
- For internal purchase order direct, the
project connected to the internal customer order must not be the same as the
project connected to the external customer order.
System Effects
As a result of this activity:
- The customer order line will be connected to the
project activity.
- The customer order line will display details about
the project activity to which the line has been connected.
- The customer order line will get a project pre-posting. (As the customer order line already exists, it may already have pre-postings. If pre-posting on the code part already exists, they will be replaced by the project pre-posting. If the project pre-posting has no value for a code part then the existing pre-posting on the object will remain unchanged. Also the project and activity sequence will be posted.)
- The Project Navigator/Connections tab will display
details of the customer order line that was connected to the
project activity. The Project/Demand/Customer Order Line
tab will also display details of the new connection.
- The demand code of the customer order line will be
set to Project Inventory.
Window
Customer
Order
Related Window Descriptions
Customer Order
Connect to Activity
Procedure
- Open the Customer Order window, and query for the relevant customer order.
- Select the required customer order line, right-click, point to
Project Connections and then click Connect to Activity. The
Connect to
Activity dialog box opens.
- To select the activity to which you want
to connect the customer order line, click on the Program ID field
(or
Project ID field if your project does not have a program ID).
- Click List, and use the List
of Values to select the program ID pertaining to the activity you want to select.
- You can continue to specify the
criteria for the activity you want to select, by clicking on the Project
ID,
Sub Project ID, and Activity ID fields, and selecting the values
from the List of Values.
- Alternatively, you can enter the activity sequence in
the Activity Sequence field, or select it from the List of Values. (The activity sequence is the same as that found on the
Project
Navigator/Activity/Details tab.)
- Click OK to save the record.