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.