Generate Unfinished Activity Work Items

Explanation

Perform this activity to generate a list of activity work that should be completed in order to be able to close the activity. This can be done at any time during the execution of the activity to keep track on remaining activity work, but is usually done before an activity is closed. The list can be generated for a project, sub project or a specific activity. The generation is made, per default, as a background job for released and completed activities, but it is possible to configure this by settings in the Generate Unfinished Activity Work Items dialog.

When the list is generated in Unfinished Activity Work page, each record will have information about the work that needs to be completed. Review the information presented in the columns, it will give a descriptive information about the unfinished work, activity, responsible persons etc. The Object Information field will either display the type of object that is connected to the work that is remaining or will have the value Information which indicates that the unfinished work does not relate to a specific object. For most records, it is possible to navigate to the object by using Object Details navigation command. The records remains until the list is re-generated or the activity closed. It is also possible to delete the records manually.

The generation of unfinished activity work is based on the requirements that need to be met when closing an activity. Objects like Task, Document Package, Design Object and Change Order have no requirement to be completed when closing the activity and therefore they are not included in the generation.

The following list is a summary of the requirements:

• No object may report Committed Cost.
• Objects like Shop Order, Purchase Order, Customer Order, Work Order, Dop Header, Material Requisition, Sales Contract and Sub Contract, must have reached its final status.
• Purchase Order Lines must be matched with a Supplier Invoice.
• Customer Order Lines, must be invoiced.
• Customer Order Invoice Lines and Invoice Posting Rows, must be fully invoiced.
• Invoiceable project transactions must be Invoiced.
• Invoiceable rental transactions must be Invoiced.
• Invoice Plans must be invoiced.
• For MCPR revenue reporting, vouchers must have been created.
• Expense Sheets must be authorized.
• Material Transfer Requisitions may not exist in Partially Approved status.
• Parts must not exist in Project Inventory.
• Rental parts must not be on rental.
• Supplier rental parts must be returned to the supplier.
• Rental events must have generated transactions.
• Transactions must not have invalid postings.
• Transactions must be transferred to Financials.
• Vouchers must be updated to General Ledger.

Prerequisites

A project with activities in status Released or Complete must exist. To get a list of unfinished activity work, at least one activity needs to have work that remains to be completed, e.g. a Shop order which is not closed.

System Effects

None.