Creating Project from Customer Order—Exercises

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.

1. Register customer orders that will have the Planned status.
2. 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.

1. Create a project.
2. 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.
3. Connect a project customer, which must be the same as specified on your customer order.
4. 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

Creating a Project from a Customer Order

Note: To be able to do this exercise, you must use an executable containing both IFS/Customer Order and IFS/Project.

1. Open the Customer Order window.
2. 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.

3. Right-click anywhere in the header and then click Create Project. The first step of the Create New Project Wizard is displayed.
4. 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.
5. Click the Misc Order Info tab.
6. Note that your project is displayed in the Project ID field, which means that the customer order is now associated with the project.
7. Open the Project window.
8. Query for your new project.
9. Click the Customer tab.
10. Note that the customer ID has been retrieved from the connected customer order.
11. Click the Site tab.
12. 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.

Linking a Customer Order to an Existing Project

1. Open the Customer Order window.
2. 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.

3. Click the References tab.
4. In the Project ID field, enter the desired project ID or select it from the List of Values.
5. Save your changes. The customer order is now associated with the project.
6. 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.

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