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

1. Open the Customer Order window, and query for the relevant customer order.
2. 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. 
3. 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).
4. Click List, and use the List of Values to select the program ID pertaining to the activity you want to select.
5. 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.
6. 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.)
7. Click OK to save the record.