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 the customer order header has been connected to a project, the
customer order lines can only be connected to the activities belonging to this project.
Window
Customer Order
Related Window Descriptions
Customer Order
Procedure
- Query the required customer order, or create a new one.
- 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.