Connect Purchase Order Line to Project Activity

Explanation

Use this activity to manually connect a purchase order line to a project activity from the purchase order line itself. This activity is performed 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. (Refer to the activity Connect Existing Object to 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 Details/Project 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. (As 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 Project Info/Connections tab and the Project Details/Supply/Pur Order Lines tab will display details of the purchase order line connected to the project activity.

Window

Purchase Order

Related Window Descriptions

Purchase Order
Connect to Activity

Procedure

1. Open the Purchase Order window, and query for the relevant purchase order.
2. Select the required purchase order line, right-click, point to Project Connections and then click Connect to Activity. The Connect to Activity dialog box opens. 
3. To select the activity to which you want to connect the purchase order line, click on the Program ID field (or the Project ID field if your project does not have a program ID).
4. Click List, and use the List of Values to select the program ID pertaining to the activity you want to select.
5. You can continue to specify the criteria for the activity you want to select, by clicking on the Project ID, Sub Project ID, and Activity ID fields, and then selecting values from the List of Values.
6. Alternatively, you can enter the activity sequence in the Activity Sequence field, or select it from the List of Values. (The activity sequence can be obtained from the Project Info/Activity/Details tab.) 
7. Click OK to save the record.