Connect Shop Order to Project Activity

Explanation

This activity is used to connect a planned shop order to a project activity.

To connect the shop order to an activity, click Project and then Connect to Activity. Select the desired project activity in the dialog.

Only shop orders in status Planned can be connected to an activity.
The shop order start date and finish date must be within the start date and finish date for the activity.
The shop order cannot be connected to several activities - it is only possible to connect a shop order to one activity.
The shop order must have demand code Inventory Order, in other words only ordinary shop orders and repair shop orders can be connected. Any MRO-related shop orders like assembly, disassembly or disposition shop orders cannot be connected manually to the activity.
The project to connect to must be in status Approved or Started.
The project activity must have status Planned or Released to be available.
The site of the shop order must be defined as an allowed site for the connected project.
The project code part may not already be pre-posted with a financial project.

The shop order will be marked with the connected project/activity
Pre-posting will be inherited from the project. As the shop order 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 shop order appears as a connection in the Project Info/Connections form.
The demand code for the shop order will be changed from Invent Order to Project Inventory.
The shop order will return planned committed, committed and used cost/hours and/or progress when the connected activity runs the Refresh Activity Calculation.