Connect Shop Order to Project Activity
Explanation
This activity is used to connect a shop order to an activity after the shop order
has been created.
Prerequisites
- Only shop orders in status Planned can be connected to an
activity.
- The shop order start date and finish date must be within the start date
and finish date for the activity.
- The shop order cannot be connected to several activities - it is 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 cannot be connected manually to the activity.
- The project to connect to must be in status Approved or Started.
- The project activity must have status Planned or Released to be available.
- The site of the shop order must be defined as an allowed site for the
connected project.
- The project code part may not already be pre-posted with a financial
project.
System Effects
- The shop order will be marked with the connected project/activity
-
Pre-posting will be inherited from the project. As the shop order 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 shop order appears as a connection in the Project
Info/Connections form.
- The demand code for the shop order will be changed from Invent Order to
Project Inventory.
- The shop order will return planned committed, committed and used cost/hours and/or progress
when the connected activity runs the Refresh Activity Calculation.
Window
Shop
Order
Shop Orders
Production Line Management
Related Window Descriptions
Shop Order
Shop Orders
Production Line Management
Production Line Management/Shop Orders
Procedure
- Select the desired shop order that wish to connect to a Project Activity
- Right-click, point to Project Connection and then click Connect
to Activity.
- In the dialog box that appears, select the project activity that you wish
to connect to.
- Click OK.