Additional Procurement Processes

The previous sections described the commonly used procurement processes. This section describes some additional processes.

Service Module Integration

If a project line has Procurement Channel = Service Order, a new Service Order will be created during the release process with a link to the project line. The service item can be added manually in a service line or set up in the procurement line.

In the Service Order, notice the link to the project line in the Project FastTab.

On the Lines FastTab, choose Order > Service Lines to enter the resources, items, and so on.

Choose the Post action and with the Ship and Consume option selected, choose the OK button to create project ledger entries to the linked project line.

Project Order

A Project Order is a summarized procurement view for a part of a project based on the normal procurement lines. This is an additional document to the existing procurement documents and provides a better overview for a project within a project.

To create a Project Order for a procurement line(s), the Procurement by Project Order checkbox must be selected, either directly on the line or can be preset on the component.

After the procurement planning process, COSMO Project Manufacturing will create a Project Order document in addition to all other procurement documents.

The lines in the Project Order can be used like normal procurement lines; the same functionality is available. However, to release lines for creating procurement documents, on the Lines FastTab, choose Functions > Release All or Release Line for a single line.

The information in the Project Order is transferred to the Project Planning and Procurement page.

Posting by General Journal

Another way of creating project usage is by directly posting a general journal. To assign the journal entry to the project line, the following fields must be shown in the General Journal page:

• Usage Project No.
• Usage WBS

Project ledger entries are created when the general journal is posted.

If the Copy to Posted Jnl. Lines checkbox is selected for the general journal (or a specific batch) in the General Journal Templates page, the Usage Project No. and Usage WBS fields are copied to the Posted Journal Lines. In the Posted General Journal page, the Copy Selected Lines to Journal and Copy G/L Register to Journal actions support the transfer of the Usage Project No. and Usage WBS fields to the general journal lines. The Usage Project No., Usage WBS, and Usage Project Line Unique No. field can be shown in the Posted General Journal page via the Personalize function.

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