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.