Creating Project from Customer Order—Exercises
IMPORTANT |
It is extremely important that you set up and work within your own
site to maintain your data integrity. If you work within any other
site, you will compromise your own exercise data as well as the data of
other students. Predictable exercise results require that your data be
isolated in your own site. |
Required Data
Entering Customer Order
Purpose: The purpose of this exercise is to familiarize
you with the data that must be in place before you can do the exercises below.
- Register customer orders that will have
the Planned status.
- Save your changes.
General exercise for Entering Customer
Orders
Creating Project and Connecting Site and Customer
Purpose: The purpose of this exercise is to familiarize
you with the data that must be in place before you can do the exercises below.
- Create a project.
- Connect a project site. As well as being associated with your project
company, this site must be the same as the site on your
customer order. Connect for example, your site XX01 where XX is your initials.
- Connect a project customer, which must be the same as
specified on your customer order.
- Save your changes.
General exercise for Creating Projects
Main Exercises
Purpose: The purpose of these exercises is to show you how
to create a new project from a customer order. This lesson will also show you how to link a customer
order to an existing project.
Windows:
Customer Order
Customer Order/Misc Order Info
Project
Project/Customer
Project/Site
Project/Site
Note: To be able to do this exercise, you must use an executable
containing both IFS/Customer Order and IFS/Project.
- Open the
Customer Order window.
- Query for a customer
order that is not already associated with a project.
Note: If a customer order
already contains customer order lines that are connected to an activity, you
will not be able to create a new project.
- Right-click anywhere in the header and then click Create Project.
The first step of the Create New
Project Wizard is displayed.
- Use this wizard to create a new project. See the
Creating Projects Using the Create New Project Wizard
lesson for more details. Note that the customer and site from the customer
order are already entered in the steps
Define Customer Information – Step
5/7
and Define Project Sites – Step
7/7 of the wizard.
- Click the
Misc Order Info tab.
- Note that your project is
displayed in the Project ID
field, which means that the customer order is now associated with the project.
- Open the
Project window.
- Query for your new project.
- Click the
Customer tab.
- Note that the customer ID has been retrieved
from the connected customer order.
- Click the
Site tab.
- Note that the site associated with the connected customer order has been
connected to the project.
Note: 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.
- Open the
Customer Order window.
- Query for a customer
order that is not already associated with a project.
Note: If a customer order already contains
customer order lines that are connected to an activity, you will not be able to
link this customer order to an existing project.
- Click the
References tab.
- In the Project ID field, enter the desired
project ID or select it from the List of Values.
- Save your changes. The customer order is now associated with the project.
- If you no longer want the customer order to be
linked with the project, delete the project ID from the Project ID
field. Save your changes.
Note: 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.