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 also have existing pre-postings. The concept here is: if pre-posting on a code part already exists, the pre-posting stays as it is.
Project and activity sequence will always be posted though.
- 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
Related Window Descriptions
Shop
Order
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.