The management of this code depends on the value of the CTLOPPCOD - Mandatory project control parameter (TC chapter - MIS group).
- When the value is No, it may be a code selected freely.
- When its value is Yes, an existence check is systematically applies to the entered project code.
You can use the Selection icon to display the list of available project codes.
The management rules of this field are based on the PJTSNGDOC - One project by document- parameter (TC chapter, MIS group).
- When this parameter is set to Yes, the management of multiple projects is prohibited.
The project code is always the same on the document header and on the lines.
In direct creation, the project code you enter on the header is always used on the document lines and cannot be modified.
If you do not enter a project code but the conditions are met for the automatic opening of the requirements window, then this window will display all the requirements that match the entered criteria. The requirements can relate to various project codes. If you click Include all, the project code of the first line is used to load the order project code: only the lines having the same project code as the first line are selected.
In case of a document transformation, the project code entered on the header is used to filter the documents available for selection and picking. If not project code is entered, it is automatically loaded with the project code of the first selected document.
If you modify the document header project code, this code is automatically used on all the lines. A message is displayed and suggests to update the prices/discounts on lines. The update only applies to lines which are not received and not closed.
- When this parameter is set to Yes, the management of multiple projects is authorized.
In direct creation, the project code you enter on the document header is used to initialize the project code of the document lines and can be modified.
In case of document transformation, the project code entered on the header is only used as the default values of lines with no project code.
If you modify the header project code, a dialog box opens and suggests to transfer this code to the lines of the document, according to the following options: - Yes: the project code is transferred to all lines. A second message is displayed and suggests to update the prices/discounts calculated on the lines. The update only applies to lines which are not received and not closed.
- No: the project code is not transferred to the lines.
- Yes if same value: the project code is only transferred to the lines associated to the former project code.
The project code used on the lines can be the same as that already used on the other lines. As the system is not able to differentiate these lines, no price/discount update is suggested or performed so not to overwrite the prices that the user may have entered, which do not originate from the price list.
When the order has been generated using a back-to-back order from a sales order, the project code is automatically loaded based on the code of the sales order header.
When an analytical dimension type is used in the Project management tracking, any modification of the project code on the document header leads to reinitializing the dimension code of this dimension type on the document header and on the invoicing elements, based on the Default dimensions setup. If the project code is used onto the lines, the dimension code of impacted lines is also reset.