Checklists in Project Calculation, Procurement, and Sales Lines

Checklists can be linked and managed for project-related processes, especially within project procurement planning, project line processing, and sales for project items.

Checklists in Project Budget Calculation

To use checklists for items in the Project Budget Calculation page, you must select the Project checkbox for a checklist template in the Item Checklist Relations page. This checklist will be automatically assigned to the Project Budget Calculation line when the item is added.

Note

Previously, checklists with relation type Sales were used for project lines. An upgrade routine updates existing project-related checklists to the Project relation type.

Checklists for Procurement and Sales

Checklists for use specifically with procurement or sales lines are defined by selecting the Purchase or Sales checkbox in the Item Checklist Relations page for the item, then when a:

• Procurement line is created from the Project Procurement Planning or Project Processing ... page, the checklist assigned to the Purchase checklist relation type will be assigned to the procurement line and to the subsequent procurement document.
• Sales quote or order is created from the Project Budget Calculation or Project Budget Sales page, the checklist assigned to the Sales checklist relation type will be assigned to the sales line.

These checklists support validation, documentation, and quality assurance in project-based manufacturing and procurement.

Note

Procurement lines for all Procurement Channels will create a new checklist based on the checklist assigned to the Purchase checklist relation type for the item.

Visibility and Interaction

On the related pages, the assigned checklist is visible via the Checklist No. field. Use the ellipsis button to view the detailed checklist content directly from the procurement or sales line. The Checklist action can be used to quickly open the checklist from the context of the current record.

The checklist assignment follows relation rules stored in the Item Checklist Relations page. During validation, only valid checklist templates are used for project-related lines.

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