Connect Purchase Order Line to Project Activity
Explanation
You can manually connect one or more purchase order lines to a project
activity by clicking Project Connections and then
Connect to Activity. Do this to obtain the cost of the project activity of goods being requested for
the project through the purchase order.
Note that you can manually connect an existing
purchase order line to a project activity also from the project activity.
Another alternative is to
handle a project demand by procuring material against the miscellaneous demand
on the project activity. In such situations, the connection between the project
activity and the purchase order line would be system generated.
Of the above alternatives, manually connecting a
purchase order line to a project activity from the line itself (described in
this activity), is the most efficient process of handling
purchase orders for a project activity. This is because it excludes the need to
access the project client when handling project supplies. If you have a demand
against inventory for a project activity, you can supply this by creating a
purchase order for that demand in a standard manner, and connecting it to
a project activity from the purchase order line itself.
Note that you will be allowed to receive customer owned
parts from a single customer to a project that is connected to another customer.
Prerequisites
- The purchase order line must be in the Released or Confirmed status.
- The purchase 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 project activity must be in the Released status to
be available.
- The demand code on the purchase order line must be
either Inventory Order or Non-Inventory
Order.
- The site of the purchase 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 project code part must not have been pre-posted with a financial
project.
- The purchase order line must not have been manually pegged
to a customer order line or a shop order requisition line.
- The purchase order line must not have any exchange
components.
- Project manual connections to purchase order lines
must have been made available on the Project Setup
Parameters/Manual Connections tab.
System Effects
As a result of this activity:
- The purchase order line will be connected to the
project activity.
- The purchase order line will display details about
the project activity to which the line has been connected.
-
The purchase order line will get a project pre-posting. If the purchase 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 connections can be seen on page Project Monitoring
after selecting the activity sub-node in the navigator which will show the
Activity Monitoring page. There are two ways to show
the connections, either by clicking Project Connections or by selecting the
nodes below the activity.
- The connections can also be seen on Project Materials and
Services page by using Other Demands followed
by Purchase Order Line.