Connecting Shop Orders to Project Activities —Exercises

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

Creating and 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. Create activities in your subproject structure.
  2. Release activities.

General exercise for Inserting Activities Manually, 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

Main Exercise

Purpose: The purpose of this lesson is to show you how to connect a shop order to a project activity. This lesson will describe this functionality in general.

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

Connecting a Shop Order to an Activity

Connecting from the Project Info 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 Shop Order tab to connect the shop order.
  4. Click Populate and the existing unconnected shop orders will appear. Alternatively you can query for the required shop order.
  5. Select the Connection field of the required shop order.
  6. Click OK.
  7. In the Project Navigator/Connections tab the shop order that you connected can be viewed.

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 part and select the Project Connection/Connect to Activity menu option.
  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 to view the details of the connected activity.
  6. The shop order will get a project pre posting. If the shop order has its own pre posting, they will remain the same while the project and activity sequence will also be added as postings.
  7. The shop order will have 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 indicating that it is a manual connection. When connecting a shop order, the activity should be in the released state.

Disconnecting a Shop Order to 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 field of the required shop order.
  5. Click OK.
  6. In the Project Navigator/Connections tab the shop order that you disconnected will no longer be 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. Right click and select the Project Connection/Disconnect from Activity menu option.
  3. The project connection information in the Shop Order/Tracking and History tab will be removed when the shop order is disconnected.
  4. The project pre postings that were entered when the connection to the activity was done will be removed.
  5. The shop order will have the value Inventory Order in the Demand field on the Details tab.

Tracking Cost and Progress from the Shop Order to the Activity

  1. When you've connected a shop order manually to a project activity, observe if any Planned costs have been retrieved back to the activity.
  2. Release the shop order.
  3. Observe what happens to the committed costs back in the project activity.
  4. Reserve and then issue the material to the shop order.
  5. Observe what happens to the used costs back in the project activity.
  6. Report operations on the shop order.
  7. Observe the progress in the project activity. Since this is the only shop order connected to this activity, the progress will be 100%, if the chosen Progress Method is Shop Order.
  8. Receive the shop order.