Connect Purchase Requisition Line to Project Activity
Explanation
You can manually connect one or more purchase requisition 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 requisition.
Note that you can manually connect an existing
purchase requisition 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 requisition line would be generated by the system.
Of the above alternatives, manually connecting a
purchase requisition line to a project activity from the line itself (described
in this activity), is the most efficient process of handling
purchase requisitions 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 requisition for that demand in a standard manner, and connecting it to a project activity from the purchase requisition line itself.
Note: A purchase requisition line that has been
connected to a project can result in the creation of a purchase order line or a
request for quotation (RFQ), and the request for quotation may in turn be
converted to a purchase order line. In both cases, the purchase order line that
is created will also inherit the connection to the project activity as well as the
pre-posting.
Prerequisites
- The purchase requisition line must not have the PO Created or
Request
Created status.
- The purchase requisition 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 Planned or Released status to
be available.
- The demand code on the purchase requisition line
must be either Inventory Order or Non-Inventory Order.
- The purchase requisition line should not have any
exchange components.
- The site of the purchase requisition 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.
- Project manual connections to the purchase requisition
lines must have been made available on the Project Setup
Parameters/Manual Connections tab.
System Effects
As a result of this activity:
- The purchase requisition line will be connected to the
project activity.
- The purchase requisition line will display details
about the project activity to which the line has been connected.
-
The purchase requisition line will get a project pre-posting. If the purchase
requisition 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 Requisition Line.