Connecting Material Requisition Line and Customer Order Line—Exercises

Basic Data Setup

Project Cost Element

Purpose: The purpose of this exercise is to show you how to create project cost elements and connect them to accounts.

Windows:
Project Cost/Revenue Elements
Project Cost/Revenue Element Per Code Part Value

1. Create project cost elements which can be connected to the accounts as derived by posting control rules. The posting control rules relevant to manually connecting material requisition lines and customer order lines are shown in the following table.
2. Connect the relevant cost elements to the relevant accounts. If your company has been created based on the STD company template and no changes have been done to the default posting control rules or mappings of cost elements to accounts, you will see the following mapping:

General exercise for Setting Up Project Cost Elements

Required Data

Registering Manual Activity Connected Objects per Project

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can perform the exercises below.

1. Verify that the material requisition line and customer order line object types are allowed to be manually connected to an activity for your project.

General exercise for Creating Projects

Releasing Activities

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can perform the exercises below.

1. Release activities in your subproject structure.

General exercise for Releasing Activity

Entering a Material Requisition

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

1. Enter a material requisition. 
2. Add a material requisition line.

General exercise for Entering a Material Requisition

Entering and Handling Customer Order

Purpose: The purpose of this exercise is to show you the required data that is used in the exercises below.

1. Enter a customer order.
2. Add a customer order line.

General exercise for Entering and Handling Customer Order

Main Exercise

Purpose: The purpose of these exercises is to show you how to manually connect a material requisition line or a customer order line to an activity, either from the requisition/order line or from the activity. You will also learn how to update costs, hours and progress on the activity connected to the material requisition line and customer order line.

Windows:
Material Requisition
Project Navigator/Activity
Customer Order

Manually Connecting Material Requisition Line to Activity

Connecting from the Material Requisition window

1. Open the Material Requisition window and query for the material requisition that you created.
2. Right-click on the material requisition line, click Project Connection and then click Connect to Activity.
3. In the Connect To Activity dialog box that opens, enter the Program ID, Project ID, Sub Project ID and Activity ID in the relevant fields, or click the List button to select the details related to the activity to which the material requisition line should be connected.
4. Click OK.
5. On completion of the connection, check that the Program ID, Project ID, Sub Project ID, Activity ID and Activity Sequence fields on the material requisition line got the relevant values.
6. View the added project pre postings by right-clicking on the material requisition line and then clicking Pre Posting Detail. If the requisition has its own pre postings, they will remain while the project and activity sequence will also be added as postings.

Connecting from the Project Navigator window

7. Open the Project Info window. (Alternatively, open the Activitywindow.)
8. Query for the project you created, expand the Project and Subproject nodes in the navigator pane and select the activity to be connected to the material requisition line. (Alternatively, in the Activity window, select the desired activity in the Project list.)
9. Click the Connections tab, right-click and then click Connect/Disconnect Object.
10. In the window that appears click on the Material Requisition Lines and query for the required material requisition line.

11. Select the Connection check box for the material requisition line that you want to connect to the activity.

12. Click OK.

13. Note that the material requisition line that you connected is shown in the upper table on the Connections tab. (Alternatively it can also be seen in the Activity/Connections tab).
14. Note that there is no check in the System Connection field as the object was manually connected.

Manually Disconnecting Material Requisition Line from Activity

Disconnecting from the Material Requisition window:

1. Open the Material Requisition window and query for the material requisition which holds the record for the material requisition line to be disconnected.
2. Right-click on the relevant material requisition line, click Project Connection and then click Disconnect from Activity.
3. Check that the connection details to the project in the Program ID, Project ID, Sub Project ID, Activity ID and Activity Sequence fields on the material requisition line have been automatically removed.
4. Check also that the project pre postings that were automatically entered when the activity was connected were removed. You can verify this by right-clicking on the material requisition line and then clicking Pre Posting Detail.

Disconnecting from the Project Navigator window.

5. Open the Project Navigator window. (Alternatively, open the Activitywindow.)
6. Query for the project you created, expand the Project and Subproject nodes in the navigator pane and select the activity to be disconnected from the material requisition line. (Alternatively, in the Activity window, select the desired activity in the Project list.)
7. Click the Connections tab, right-click and then click Connect/Disconnect Object.
8. In the window that appears click on the Material Requisition Lines and query for the required material requisition line.

9. Clear the Connection check box for the material requisition line that you want to disconnect from the activity.

10. Click OK.

11. Note that the material requisition line that you disconnected is removed from the upper table on the Connections tab. (Alternatively it can also be seen in the Activity/Connections tab).

Manually Connecting Customer Order Line to Activity

Connecting from the Customer Order window

1. Open the Customer Order window and query for the customer order that you created.
2. Right-click on the customer order line, click Project Connection and then click Connect to Activity.
3. In the Connect To Activity dialog box that opens, enter the Program ID, Project ID, Sub Project ID and Activity ID in the relevant fields or click the List button to select the details related to the activity to which the customer order line should be connected.
4. Click OK.
5. Check that on completion of the connection, the Program ID, Project ID, Sub Project ID, Activity ID and Activity Sequence fields on the customer order line got the relevant values.
6. View the added project pre postings by right-clicking on the customer order line and then clicking Pre Posting. If the customer order line has its own pre postings, they will remain while the project and activity sequence will also be added as postings.

Connecting from the Project Navigator window

7. Open the Project Navigator window. (Alternatively, open the Activitywindow.)
8. Query for the project you created, expand the Project and Subproject nodes in the navigator pane and select the activity to be disconnected from the customer order line. (Alternatively, in the Activity window, select the desired activity in the Project list.)
9. Click the Connections tab, right-click and then click Connect/Disconnect Object.
10. In the window that appears click on the Customer Order Lines and query for the required customer order line.

11. Select the Connection check box for the customer order line that you want to connect to the activity.

12. Click OK.

13. Note that the customer order line that you connected is shown in the upper table on the Connections tab. (Alternatively it can also be seen in the Activity/Connections tab).
14. Note that there is no check in the System Connection field as the object was manually connected.

Manually Disconnecting Customer Order Line from Activity

Disconnecting from the Customer Order window:

1. Open the Customer Order window and query for the customer order which holds the record for the customer order line to be disconnected.
2. Right-click on the relevant customer order line, click Project Connection and then click Disconnect from Activity.
3. Check that the connection details to the project in the Program ID, Project ID, Sub Project ID, Activity ID and Activity Sequence fields on the customer order line have been automatically removed.
4. Check also that the project pre postings that were automatically entered when the activity was connected were removed. You can verify this by right-clicking on the material requisition line and then clicking Pre Posting.

Disconnecting from the Project Navigator window.

5. Open the Project Navigator window. (Alternatively, open the Activitywindow.)
6. Query for the project you created, expand the Project and Subproject nodes in the navigator pane and select the activity to be disconnected from the customer order line. (Alternatively, in the Activity window, select the desired activity in the Project list.)
7. Click the Connections tab, right-click and then click Connect/Disconnect Object.
8. In the window that appears click on the Customer Order Lines and query for the required customer order line.

9. Clear the Connection check box for the customer order line that you want to disconnect from the activity.

10. Click OK.

11. Note that the customer order line that you disconnected is removed from the upper table on the Connections tab. (Alternatively it can also be seen in the Activity/Connections tab).

Tracking Cost and Progress from Object to Activity

Note: Perform the following steps to process material requisition lines, and to see the effects on the project activity.

1. Return to the Material Requisition window, populated with the desired material requisition.
2. Reserve material on the connected Material Requisition Line having the Supply Code Inventory Order.
3. Return to the Project Navigator window populated with your project. 
4. Select the relevant activity and on Activity tab observe that the value retrieved to the Committed Cost column is based on the current part cost for the reserved items in the material requisition line.
5. Go back to the material requisition line and then issue the reserved material.
6. Go back to the project activity and observe the value retrieved to the Used column.
7. Verify that the values update the correct cost elements, based on how you set up the relevant posting control rule M53 and cost element mappings.

Note: Perform the following steps to process customer order lines, and to see the effects on the project activity.

10. Return to the Customer Order window, populated with the desired customer order.
11. Release the customer order, whose customer order line has Invent Order or Non-Inventory Order as the Supply Code.
12. Go back to the project activity that has been connected to the customer order line. Observe that the value retrieved to the Committed column is based on the value entered on the customer order line.
13. Verify that the values update the correct cost elements, based on how you set up the relevant posting control rule and cost element mappings. (When procuring inventory parts, the posting control rule M24 is used. When procuring non-inventory purchase parts, the posting control rule M26 is used.)
14. Reserve the customer order.
15. Go back to the customer order, and then deliver the connected customer order line whose Supply Code is Invent Order or Non-Inventory Order.
16. Back in the project activity which is connected to the customer order line, observe that the value retrieved to the Used column is based on the value entered on the customer order line or the inventory transaction value.
17. Note that the cost progress for the customer order will be 100% once the delivery is complete.
18. Verify that the values update the correct cost elements, based on how you set up the relevant posting control rule and cost element mappings.