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1 Reply Latest reply: Jul 29, 2013 4:05 AM by 983229 RSS

Project integration with Sales order

GovindVenu Explorer
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We are implementing PJC, PJB and PJM for a manufactring company along with other modules.


I have a below questions.

1. Project Task

Need suggestions on designing the task structure.

whether can i have all the SO line item as task in the Project. So that it will be easy for funding and billing on the task. it will have clear visibility on cost and revenue

or shall i define one task with name material and all the manufactring cost will go into that task. In the 2nd cast how to identify each SO item revenue and cost

Project will have only manufactring cost of the item + Some Service cost.


2. Billing

Requirement: Customer want to bill from project for the sales order item

There is no standard interface between SO and PJB.  So we are planning to use billing extension to create automatic billing event based on shipping, while running Generate draft invoice.

Whether we need to check in OM or INV for the shipping. How to identify the price and shipped item from billing extension. Any logic would be helpful.

we need item by item billing since the invoice should be printed for each SO line. how to capture the item/qty information in the event

Thanks in Advance


  • 1. Re: Project integration with Sales order
    983229 Newbie
    Currently Being Moderated

    Hi Govind,


    Project Quotations and Sales Orders

    Quotations and Sales Order line, Shipment or Option can be linked to projects and project tasks. The project and task references specified on an order line default to the child shipment lines. If the order line is a model, the project and task defaults to all options specified for the model. If the project and task information is updated at any point in time, this information is cascaded to all child shipment lines from an order line and to all options from the model line. Please refer to the ATO/PTO chapter for details.

    You can use the Order Organizer in Order Management to search for orders that have one or more lines with the project and task specified in the search criteria. You can also search for all order lines that have project and task specified in the search criteria.

    You can update the project/task until the order has been picked. In business scenarios that do not include shipping, the project task update is allowed until the order is invoiced. In order to allow these updates of project task references, the business has to delete the project-task related system seeded constraint as part of the implementation.


    Please check the URL:…



    Raghavender K


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