Generate budget from reference activity

You can generate the service-related budget lines based on the reference activity that is linked to the project activity. Based on the budget lines, you can generate service orders in project. You can use the Generate Budget from Reference Activity (tpptc2250m000) session to generate the budget from reference activity.

The reference activity can be defined in the Reference Activities (tsacm1101m000) session in Service and linked to the project activity using the Activities (tppss2100m000) session.

Infor LN considers the Use Matching Task Codes check box setting in the Project Budget Parameters (tpptc0100s000) session to generate the budget from the reference activities. The possible scenarios:

  • Scenario 1: The Use Matching Task Codes check box is cleared, a project specific or a standard mapping of tasks does not exist. An error report is generated.
  • Scenario 2: The Use Matching Task Codes check box is selected, a project specific or a standard mapping of tasks exists. A budget line is generated based on the mapping.
  • Scenario 3: The Use Matching Task Codes check box is selected, a project specific or a standard mapping of tasks does not exist, but an identical task code exists in Service (reference activity) and Project. A budget line is generated based on the task code.
  • Scenario 4: The Use Matching Task Codes check box is selected, a project specific or a standard mapping of tasks does not exist, an identical task code does not exist in Service (reference activity) and Project. An error report is generated.

If the service-related budget lines already exist for the project activity that is linked to a reference activity, you cannot include a new activity. This ensures that the data is not updated for the budget lines that are already created. To include a new activity for updating the budget lines data:

  • Select the Delete Service related Activity Budget Lines check box in the Generate Budget from Reference Activity (tpptc2250m000) session.
  • Select the Generate Service-related Budget Lines check box to include the budget lines linked to the service order.