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.
Prerequisites
- 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 Order Type set to either Manufacturing or
Repair and have demand code Invent Order. MRO-related 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 Released.
- 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.
System Effects
- The shop order will be connected to the project activity and that connection will also be displayed on the
shop order.
- 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 connection can be seen both in the tree structure on page Project Monitoring
and on the Activity Monitoring - Project Connections page. The Activity
Monitoring - Project Connections page is accessed by selecting the activity sub-node in the tree
structure on page Project Monitoring and then, if not already shown, by clicking
Project Connections.
- 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.