Connect Existing Object to Activity

Explanation

Perform this activity to connect existing objects to a project activity, such as a Material Requisition line, Purchase Requisition Part line, Purchase Requisition No Part Line, Purchase Order Part line, Purchase Order No Part Line, Customer Order line, Shop Order, DOP  Header or a Design object.

To connect an object to an activity, go to Activity Monitoring or Activity Materials and Services page of the activity that you want to connect an object to and select Connect Object option from the command menu.

Additionally the command is available on Activity Monitoring page after selecting Project Connections action command.

It is also possible to connect an object to an activity from the object page itself.

Prerequisites

• The project to connect to must be in the status Approved or Started.
• The project must be approved to be able to connect the following objects: Customer Order Line, Material Requisition Line, Purchase Order Part Line, Purchase Order No Part Line and Shop Order. Objects such as Change Order, Document Package, DOP Header, Design Object, Purchase Requisition Part Line, Purchase Requisition No Part Line and Tasks can be connected when the status of the activity is Planned or Released.
• The site of the object must be defined as an allowed site for project it is connecting to.
• To connect a Material Requisition Line,
  • The material requisition line must be in the Planned or Released status.
  • The material requisition line must not be connected to a project activity.
  • The material requisition line must not have the Purchase Order supply code.
  • Posting control rule M53 should be defined.

• To connect a Purchase Requisition Line,
  • The purchase requisition line must not have PO Created status.
  • The purchase requisition line must not be connected to a project activity.
  • The purchase requisition line must have demand code Inventory Order or Non Inventory (for non-inventory parts and no-parts)
  • The purchase requisition line shall not have any exchange components.
  • The posting control rule M1 should be defined when purchasing inventory parts and posting control rule M93 when purchasing non-inventory purchase parts and no-parts.

• To connect a Purchase Order Line,
  • The purchase order line must be in the Released, Stopped or Confirmed status.
  • The purchase order line must have demand code Inventory Order or Non Inventory (for non-inventory parts and no-parts).
  • The purchase order line must not be connected to a project activity.
  • The purchase order line must not be manually pegged to a customer order line or a shop order material line.
  • The purchase order line shall not have any exchange components.
  • The posting control rule M1 should be defined when purchasing inventory parts and posting control rule M93 when purchasing non-inventory purchase parts and no-parts.

• To connect a Customer Order Line,
  • The customer order line must be in the Released status.
  • The customer order line must have the Invent Order, Pkg, Non Inventory, Purch Order Trans, Int Purch Tran, Purch Order Direct, Int Purch Direct, Shop Order, Dop Order or Not Decided supply code.
  • The customer order line must not be connected to a project activity.
  • The customer order line must not be manually pegged to a purchase order line or a shop order.
  • The customer order line must not be a customer consignment stock delivery.
  • If the customer order head is connected to a project it is not allowed to connect any customer order line to another project.
  • The posting control rule M24 should be defined when procuring inventory parts and the posting control rule M26 when procuring non-inventory parts through customer order line.

• To connect a Shop Order,
  • Only Shop Orders in the Planned status can be connected to an activity.
  • The shop order can not be connected to several activities - it's only possible to connect a shop order to one activity.
  • The shop order must have demand code Inventory Order, in other words only ordinary shop orders and repair shop orders can be connected. Any MRO-related shop orders like assembly, disassembly or disposition shop orders can not be connected manually to the activity.
  • Posting control rule M40 should be defined.

• To connect a DOP Header,
  • Only DOP Headers in status Created can be connected to an activity.
  • The DOP Header can not be connected to several activities - it's only possible to connect a DOP Header to one activity.
  • It should not be possible to connect a DOP Header that is connected/created as a job (attribute Financial Integration should be No Integration), against an activity.
  • Posting control rule M40 should be defined.

System Effects

• The object will be connected to the new activity, as a manually connected object.
• If appropriate, the object is updated with the project's pre-posting.
• The object will appear as a node in Actvity Monitoring page. And also as a record in the Activity Monitoring - Project Connections page.
• The object will return planned (if appropriate), committed and used cost/hours and/or progress when the activity runs the Refresh Activity Calculation.

 

Pages

Activity Materials and Services
Activity Monitoring

Activity Diagrams

Connect Objects Manually to Activity