Field help (SALDPJT) @ L.V. Expertise X3

The project code in document line is initialized by the one entered in the header or, in the case of a document transformation, by the one of the selected document lines (in picking or in mass processing, if the project code on a document line is inactive, the line cannot be selected).

It can only be modified if one of the two following conditions are met:

The PJTSNGDOC - one project per document parameter (TC chapter, MIS group) is set to No,
The entry of this field is authorized by the entry transaction being used.

In modification mode, the project code management depends on the value of the CTLOPPCOD - Mandatory project control parameter.

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.

When the entry is controlled, depending on the context, a project or one of its entities can be picked (a budget batch or task), using its posting code:

The project allocation code is composed of:

The project sequence number for projects.
The concatenated project sequence number with the budget batch code for a project budget batch.
The concatenated project sequence number with the number of tasks for a project task.

You can only select one Active posting code depending on the status of the relevant entity. If it becomes inactive after the creation of the document, the control is performed and blocks the modification of the document.

For non-deliverable Service products, you can select a project set with progress billing if the PJM activity code is active. Once the order has been recorded, you can view it in the Project management (GESPJM) function in the generated billing plan, linked to the selected project.

When the project code of the document header is modified, this project code is automatically transferred to the lines, except when the multi-project management is authorized. In this case, a dialog box would open and suggest to transfer this code to the lines of the document, according to the following options:

Yes: The project code is applied to all lines, excluding lines linked to a billing plan and lines with an incompatible milestone.
No: The project code is not transferred to the lines.
Same value: The project code is only transferred to the lines associated to the previous project code.

Sales documents: Quotes, orders, deliveries and invoices:

- If lines are impacted, a dialog box opens requesting a recalculation of prices and discounts. If you answer 'Yes', the price list search is run based on the new project code for all document lines.

- If the project code is modified on the line, the same price list search process applies to the line.

Depending on the processed document, the recalculation is performed only if the following conditions are met:

For a quote: The item line is not ordered and is not free.
For an order: The item line is not closed, not delivered, not invoiced nor free.
For a delivery: The item line is direct and not free.
For an invoice or a direct credit: the document is not validated, the item line is direct and not free. For direct credits, the quantity is different from 0.

Deliveries linked to a task:

The header project code displays the project code linked to the first selected task.

If multi-project management of documents is enabled (PJTSNGDOC - One project per document parameter set to No), the delivery can include direct delivery lines and product lines linked to tasks. The header project code is used as the default value on direct delivery lines only. Product lines linked to tasks keep their project code, which cannot be modified. If the header project code is modified, the application of this code to the lines is suggested, as described above. This only applies to direct delivery lines.
If multi-project management of documents prohibited (PJTSNGDOC - One project per document parameter set to Yes), the delivery cannot include both direct delivery lines and product lines linked to tasks.

When the delivery is for direct delivery lines, you cannot enter a project code in the header that is already used on tasks.
When the delivery is for product lines linked to tasks, you can only enter product lines linked to the same task. The header project code can then be used to filter tasks in the selection panel.

Specific case of free items generated by the price list search after updating the header project code: The free item displays the project code of its source product but only if this code is not used on a task.