Generating service orders for Project

Service orders are generated in Project, based on the budget lines created based on the reference activity linked to the project activity. To generate service orders, the project must have the status Free or Active. You can generate service orders using the Generate Service Orders (tppss6250m000) session.

You can generate service orders only for the budget lines:

  • LN runs the Generate Budget from Reference Activity (tpptc2250m000) session.
  • The budget line start date is lower than the current date + the time fence. For the activity budget lines, if the budget line start date is not specified, the activity start date is considered.

  • The budget lines for which control data is generated.

    Note

    This condition is applicable only for projects budgeted and controlled by activity.

You cannot generate service orders for these budget lines:

  • The element budget lines (for projects budgeted by element and controlled by element)
  • The activity budget lines (for projects budgeted by element and controlled by activity) linked to the element

In the Generate Service Orders (tppss6250m000) session, you select the projects and activities for which service orders must be generated.

  • Time Fence for Service Orders
    Specify the time period. The time fence is used to select the budget lines with the start date lower than the current date + the time fence.

To generate service orders, complete these steps:

  1. Link the reference activity to the Activities (tppss2100m000) session. In the Reference Activity field, use the browse arrow to zoom to the Reference Activities (tsacm1101m000) session.

    Note

    You can only link reference activities of the Field Service type or the General type that are not expired.

  2. Run the Generate Budget from Reference Activity (tpptc2250m000) session.

  3. Run the Generate Control Data (tpptc1230m000) session.

    Only for projects budgeted by activity and controlled by activity, budget lines are considered. LN uses the activity budget lines to generate the service orders.

  4. Generate service orders and service order activity lines using the Generate Service Orders (tppss6250m000) session. The status of the service order is Free.
  5. The order is processed and costed in Service.
  6. When the service order or the service order activity line is set to Costed, the costs from Service is transferred to Project.
  7. You can view the aggregated cost in the Cost Transactions (tpppc2100m000) session.
  8. From Invoicing, the service cost is posted to Financials.
Note

You can manually link a service order activity line or a service order to an element/activity/extension in the Service Order Links to Project (tppss6120m000) session. The cost comes into Project against the default cost objects defined in the Project Progress Parameters (tpppc0100s000) session.

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