Connect Material Requisition Line to Project Activity

Explanation

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

Note that you can also manually connect an existing material requisition line to a project activity, from the project activity. (Refer to the activity Connect Existing Object to Activity). Another alternative is to handle a project demand by issuing material against the miscellaneous demand on the project activity.

Of the above alternatives, manually connecting a material requisition line to a project activity from the line itself (described in this activity), is the most efficient process of handling material requisitions for a project activity. This is because it excludes the need to access the project client when handling project demands. If you have a demand against inventory for a project activity, you can create a material requisition for that demand in a standard manner, and connect it to a project activity from the material requisition line itself.  

Prerequisites

• The material requisition line must be in the Planned or Released status.
• The material requisition line must not have been connected to a project activity.
• The project to be connected must be in the Approved or Started status.
• The project activity must be in the Released status to be available.
• The material requisition line must not have the Purchase Order supply code.
• The site of the material requisition line must be defined as an allowed site for the connected project.
• The relevant posting type must have been specified for the project code part.
• The project code part must not have been pre-posted with a financial project.
• Project manual connections to the material requisition lines must have been made available on the Project /Manual Connections tab.  

System Effects

As a result of this activity:

• The material requisition line will be connected to the project activity. 
• The material requisition line will display details of the project activity to which the line has been connected. 
• The material requisition line will receive a project pre-posting. (As the material requisition line already exists, it may already have pre-postings. If pre-posting on the code part already exists, they will not be removed; but the project and activity sequence will be posted.)
• The Project Navigator/Connections tab and the Project/Demand/Material Requisition Line tab will display details of the material requisition line connected to the project activity. 

Window

Material Requisition

Related Window Descriptions

Material Requisition
Connect to Activity

Procedure

1. Open the Material Requisition window, and search for the relevant material requisition.
2. Select the required material requisition line, right-click, point to Project Connections and then click Connect to Activity.
3. The Connect to Activity dialog box opens. To select the activity to which you want to connect the material requisition line, click on the Program ID field (or on 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 suitable 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. (You can obtain the activity sequence from the Project Navigator/Activity/Details tab.)
7. Click OK to save the record.