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.

Prerequisites

• The project to connect to must be in 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 have 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.

• 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.

• To connect a Purchase Order Line,
  • The purchase order line must have 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.

• To connect a Customer Order Line,
  • The customer order line must have 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.

• 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.

• 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.

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 connection in the Project Navigator/Connections tab.
• The object will return planned (if appropriate), committed and used cost/hours and/or progress when the activity runs the Refresh Activity Calculation.

Window

Project Navigator/Connections
Activity/Connections

Related Window Descriptions

N/A

Procedure

1. Select the desired activity that you want to connect an object to, and select the Connections tab.
2. Select the Connect/Disconnect Object menu option.
3. The Connect/Disconnect Object window will open. Different tabs will represent a list of objects that can be connected to activity.
4. Select the objects that you wish to connect.
5. Click OK to save your changes.

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

1. Open the relevant object window and query for the required object.
2. Right-click and point to Project Connection and select the Connect to Activity menu option.
3. Select the appropriate activity.
4. Click OK to save your changes.