Service Integration - Link Service Orders to Projects
When service orders are integrated to Projects all costs from the service order are consumed to the Project. The integration is based on the Service Order Types.
Set the Service Order Type
- In the Search box, type Service Order Types.
- Select Service Order Types to open the list of Service Order Types
- The main setting is the ProjectManagement boolean, when on the Service Order can be and must be linked to a Project and when posted only the Ship and Consume option is available at posting time.
- A Project Template can be specified to support the automatic creation of Projects.
- The ProjectNos. setting determines the number for the Project, either the same number as the Service Order or as per the setting on the Project Template.
Create a Service Order linked to a Project
- When a "Project Management" Service Order Type is selected in the Service Order the user will be prompted: "Do you want to create a new project based on the base template settings (yes/no)?
Note The service order type must be selected after a customer has been selected.- Yes = the Project is created as per the settings on the Service Order Type.
- No = the Project is not created and the user can select an existing Project when the service order is complete.
- Once the service order is linked to a Project the Service Item Line must be linked to a Project Task. In this way a service order can contain many service items and each line can be linked to its own Project Task
- The consequence of linking the Service Order to a Project is visible when posting usage to the Service Order: only the Qty. To Consume field is filled and only the Ship and Consume posting option is available. The Qty. to Invoice field is not editable. The posting will create a ProjectLedger Entry in the linked project
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