Connecting Manual Shop Order and DOP Header—Exercises

Basic Data Setup

Project Cost/Revenue Element

Purpose: The purpose of this exercise is to show you how to create project cost/Revenue elements and connect them to Code part values.

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

  1. Create project cost/revenue elements which can be connected to the accounts/code part values as derived by posting control rules. The posting control rules relevant to manually connecting shop orders and DOP headers are shown in the following table.
  2. Connect the relevant cost/revenue 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:
Posting Control Rule Scenarios when Posting Control Rule applies Expected Account Project Cost Element
M40 Manufacturing through SO or DOP header 1440 MATERIALS

General exercise for Setting Up Project Cost/Revenue 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 Shop Order and DOP Header 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

Creating a Shop Order

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

  1. Create a new shop order.

General exercise for Creating a Shop Order

Creating a DOP Header

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

  1. Create a new DOP header.

General exercise for Creating a DOP Header

Main Exercise

Purpose: The purpose of these exercises is to show you how to manually connect a Shop Order or a DOP Header to an activity, either from the Shop Order/ DOP Header or from the activity. You will also learn how to update cost and hours on the activity connected to the shop order or DOP header. Progress will not be updated to the activity from these manually connected objects.

Windows:
Shop Order
DOP Header
Project Navigator/Connections
Activity/Connections

Connecting a Shop Order to an Activity

Connecting from the Project Navigator Window.

  1. Open the Project Navigator window and query for the project you created or create a new one.
  2. In Connections tab, right-click and then click the Connect/Disconnect Object.
  3. In the window that appears, click on the Shop Order tab to connect the shop order.
  4. Click Populate and the existing unconnected shop orders will appear. Alternatively, query for the required shop order.
  5. Select the Connection check box of the required shop order, then click OK.
  6. In Project Navigator/Connections tab, view the shop order that you just connected to the project activity. If the shop order is in the Planned state, its planned committed cost and planned committed hours are also displayed.

Connecting from the Shop Order Window.

  1. Open the Shop Order window and query for the shop order that you created previously or create a new one.
  2. Right-click on the shop order header and then click Project Connection/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 you want to connect the shop order to, from the List of Values.
  4. Click OK.
  5. Click the Shop Order/Tracking and History tab and view the details of the connected activity.
  6. Check the shop order pre posting by right-clicking on the header and then clicking Costing/Pre Posting. Note that the shop order got project pre posting due to the activity connection. If the shop order has its own pre posting, it will remain but project and activity sequence will also be added as pre postings.
  7. Check that the shop order has the value Project Inventory in the Demand field on the Details tab.

Note: In both of the above instances, notice that the System Connection field in the Project Navigator/Connections tab or the Activity/Connections will not be selected, which indicates that it is a manual connection.

Disconnecting a Shop Order from an Activity

Disconnecting from the Project Navigator window.  

  1. Open the Project Navigator window and query for the project you created and select the activity the object is connected to from the navigator.
  2. In Connections tab, right-click and then click Connect/Disconnect Object.
  3. In the window that appears, click on the Shop Order tab and query for the shop order that you want to disconnect.
  4. Clear the Connection check box of the required shop order, then click OK.
  5. Check that in the Project Navigator/Connections tab, the shop order that you just disconnected is no longer there.

Disconnecting from the Shop Order window.

  1. Open the Shop Order window and query for the shop order that you want to disconnect from the activity.
  2. On the header, right-click and then click Project Connection/Disconnect from Activity.
  3. Check that the project connection information in the Shop Order/Tracking and History tab has been removed.
  4. Check also the pre posting by right-clicking on the header and then clicking Costing/Pre Posting. Note that the project pre postings that were automatically retrieved when the shop order was connected to the activity have been automatically removed.
  5. Check that after disconnection, the shop order has now the value Inventory Order in the Demand field on the Details tab.

Connecting a DOP Header to an Activity

Connecting from the Project Navigator window.  

  1. Open the Project Navigator window and query for the project you created or create a new one.
  2. In Connections tab, right-click and then click Connect/Disconnect Object.
  3. In the window that appears, click on the DOP Head tab to connect the DOP header.
  4. Click Populate and the existing unconnected DOP headers will appear. Alternatively, query for the required DOP header.
  5. Select the Connection check box of the required DOP header, then click OK.
  6. In the Project Navigator/Connections tab, view the DOP header that you just connected.

Connecting from the DOP Header window.

  1. Open the DOP Header window and query for the DOP header that you created previously or create a new one.
  2. Right-click on the DOP header and then click Project Connection/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 you want to connect the DOP header to, from the List of Values.
  4. Click OK.
  5. Check the DOP header pre posting by right-clicking on the header and then clicking Pre Posting. Note that the DOP header got project pre posting due to the activity connection. If the DOP header has its own preposting, it will remain but project and activity sequence will also be added as pre postings.
  6. View the connected project and activity details in the Details tab of the DOP header.

Note: In both of the above instances, notice that the System Connection field in the Project Navigator/Connections tab or the Activity/Connections will not be selected, which indicates that it is a manual connection.

Disconnecting a DOP Header from an Activity

Disconnecting from the Project Navigator window.  

  1. Open the Project Navigator window and query for the project you created and select the activity the object is connected to from the navigator.
  2. In Connections tab and right click and then click the Connect/Disconnect Object.
  3. In the window that appears click on the DOP Head tab and query for the DOP header.
  4. Clear the Connection check box of the required DOP header, then click OK.
  5. Check that in the Project Navigator/Connections tab the DOP header that you disconnected is no longer there.

Disconnecting from the DOP Header Window.

  1. Open the DOP Header window and query for the DOP header that you want to disconnect from the activity.
  2. Right-click on the relevant DOP header and then click Project Connection/Disconnect from Activity.
  3. Check that after disconnection the details to the project in the Project ID and Activity Sequence fields in the Details tab are removed.
  4. Check also the pre posting by right-clicking on the header and then clicking Pre Posting. Note that the project pre postings that were automatically retrieved when the DOP header was connected to the activity have been automatically removed.

Tracking Cost of a Shop Order Connected to an Activity

  1. Once you have the required shop order connected to the activity, right-click on it and select Release. 
  2. Go to Project Navigator/Connections tab. Observe that the values retrieved to the Committed column are based on the shop order costs and hours.
  3. Verify that these values update the correct cost elements, based on how you set up the posting control rule M40 and cost element mappings.
  4. Click the Activity tab. Note that the values in the Committed column on the Cost and Hours tabs have been updated correctly from the connected objects.
  5. Return to the Shop Order window. Right-click and then click the Material Actions menu option. Now select Issue. (Optionally, you can reserve the shop order before issuing it.) 
  6. Click the Activity tab. Observe that committed cost decreased and the Used cost increased.
  7. Return to the shop order, right-click and then select Report.
  8. In the Report Shop Order Operation window, select the operations that requires time reporting, and right-click and then click Report Time.
  9. Return to the Shop Order window and right-click and then click the Material Actions menu option. Then select Manual Receive.
  10. In the Inventory Receipt tab of the Receive Shop Order window, enter the record for quantity to be received in the preferred inventory location.
  11. Click the Demand/Misc. Parts. Verify that the material has been received by checking the Received Quantity and Received Date fields for this part.
  12. Click the Supply/Inventory and Reserved Material tabs to verify that the parts are found in the project inventory and reserved for the demand.

Note: You will notice that during this exercise the progress will not be reported to the activity from the Shop Order.

Tracking Cost of a DOP Header Connected to an Activity

  1. Make sure you have the required DOP header connected to the activity
  2. Right-click on the DOP header and then select Create DOP Structure/Create Structure.
  3. Click Yes to create the DOP structure.
  4. Click the Structure tab to view the created structure.
  5. Right-click on the header again and then click Release All to release all the DOP orders created for the DOP structure.
  6. Click on Costing tab and on the navigator, right-click on the top node of the DOP structure and then click Calculate DOP Cost.
  7. In the dialog box that opens, enter your site and select all DOP cost types. 
  8. In the Structure tab, right-click and then click the DOP Order Detail menu option to view the DOP order.
  9. In the DOP Order window, click the Supply/Summary tab and check that a pegged order has been created for the part.
  10. Select the record then right-click and click Go to Supply to view the created supply for the part.
  11. Go to the created supply pegged to the DOP order. If it's a purchase requisition, convert it to a purchase order then release it. If it's a shop order, then go directly to step 17.
  12. Go back to the Costing tab of the DOP header and calculate the DOP cost, as described in steps 6 and 7.
  13. Go to the project activity that has been connected to the part. Refresh the window and see if cost have been retrieved back to the activity. Note that the cost calculated in the Estimated Accum Cost field in the DOP Header/Costing tab will give you committed cost back in the project activity.
  14. Go back to the purchase order. Confirm and receive it.
  15. Close the DOP Order.
  16. If the created supply is a shop order, then release it.
  17. Repeat steps 12 and 13.
  18. Reserve then issue the material to the shop order.
  19. Repeat steps 12 and 13 and observe what happens to the committed and used costs back in the project activity.
  20. Report operations on the shop order, and then repeat steps 12 and 13.
  21. Observe the hours and costs retrieved in the project activity.
  22. Receive the shop order.
  23. Close the DOP order.

Note: You will notice that during this exercise the progress will not be reported to the activity from the DOP header.