Connect Customer Order Line to Project Activity

Explanation

This activity is used to connect a customer order line to a project activity. You can perform this activity to sell excess material and send out partial deliveries from a project. 

You can only connect customer order lines with inventory or non-inventory parts. It is possible to have customer order lines of the same customer order connected to activities of different projects. However, if the customer order header is connected to a project (refer to the Create Project From Customer Order activity), its lines can only be connected to the activities of the same project. One project activity can be connected to several customer order lines. 

Prerequisites

System Effects

As a result of this activity:

Window

Customer Order

Related Window Descriptions

Customer Order 
Connect to Activity

Procedure

  1. Open the Customer Order window, and query for the relevant customer order.
  2. Select the required customer 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 customer order line, click on the Program ID field (or 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 selecting the 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 is the same as that found on the Project Navigator/Activity/Details tab.)
  7. Click OK to save the record.