Connect Purchase Requisition Line to Project Activity

Explanation

This activity is used to manually connect a purchase requisition line to a project activity from the purchase requisition line itself. This activity is performed to obtain the cost of the project activity of goods being requested for the project through the purchase requisition.

Note that you can manually connect an existing purchase requisition 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 requisition line would be generated by the system.

Of the above alternatives, manually connecting a purchase requisition line to a project activity from the line itself (described in this activity), is the most efficient process of handling purchase requisitions 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 requisition for that demand in a standard manner, and connecting it to a project activity from the purchase requisition line itself.  

Note: A purchase requisition line that has been connected to a project, can result in the creation of a purchase order line or a request for quotation (RFQ), and the request for quotation may in turn be converted to a purchase order line. In both cases, the purchase order line that is created will also inherit the connection to the project activity as well as the pre-posting.

Prerequisites

System Effects

As a result of this activity:

Window

Purchase Requisition

Related Window Descriptions

Purchase Requisition
Connect to Activity

Procedure

  1. Open the Purchase Requisition window, and query for the relevant purchase requisition.
  2. Select the required purchase requisition 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 requisition 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 a value 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.