Create Project from Customer Order

Explanation

Use this function to create a project from a customer order. When a project is created from a customer order, it is automatically connected to the customer order header. The other way of doing this is by connecting an existing project to the customer order. This is done by entering the Project ID on the Customer Order/References tab. The prerequisites given below also apply for this way of connection.

Note: Customer order lines can also be manually connected to project activities (refer to the activity Connect Existing Object to Activity).

Prerequisites

• The customer order must not have been connected to a project.
• The customer order must be in status Planned.
• The customer order lines must not have been connected to a project activity.
• The site of the customer order must have been defined as an allowed site for the connected project.

System Effects

• A project is created from the customer order.
• The project is connected to the customer order.
• The customer information will be set for the project.
• The project site will be equal to the site on the customer order.
• The project ID will be set on the customer order.
• When a project is associated with a customer order, only activities from this project may be connected to the customer order lines. The project ID is posted to the customer order and invoice header.

Window

Customer Order

Related Window Descriptions

Customer Order

Procedure

1. Query the required customer order, or create a new one.
2. Click the menu option Create Project, then follow the steps in the wizard.

Note: The wizard will return most of the customer order data (currency, company, customer, and site) by default . If these values are changed and conflict with any of the above prerequisites, a project or project connection will not be created.