Cross-Referencing a Customer Order to a Project

Cross-referencing creates a link between the customer order line and the project task. The supply that the project task creates is reserved for that customer order; no other demand order can use it.

On the Customer Order Lines form, add a new line item to an order.

Note: Make sure your cost accounts are defined for this item's product code before attempting to create a cross-referenced project.
On the Source tab, in the Source field, specify Project.

Note: Non-inventory items cannot be sourced to projects.
To cross-reference the customer order line to an existing project task, in the unlabeled field next to the Source field, specify the project number.
In the second unlabeled field, specify the project task number:
- To create a new project and task, and assign a particular project number, specify the project number.
- To create a new project and task and allow the system to assign a number, leave the field blank.
If your planning mode is APS, select or clear the Plan On Save field. For details about whether you should clear this field, see the Plan On Save help topic.
To save the record, select Actions > Save.
Click Source.
The system displays the message: "Cross-reference will be performed from the CO Line/Release to Project."

Click OK.

The system automatically creates the project and project task and inserts the project number and task number into the Source field.
Optionally, to display the cross-referenced project task, click Source again.

Note: You can cross-reference to a range of project tasks using the Material Planner Workbench form.