During the transformation of a document, the project code of the header is initialized by the first selected document (if the project code of the original document header has become inactive, the one of the destination document is not loaded).
In modification, the project code modified in the header is recovered automatically in lines, except when the multi-project management is authorized in which case a dialog box will open and requests whether to transfer this code to the document lines with respect 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:
In case the project code is applied to the lines, a dialog box opens and suggests 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. Depending on the processed document, the recalculation is performed only if the following conditions are met:
- For a quote: It is not ordered.
- For an order: It is not delivered (for standard orders) or not invoiced (for direct invoicing) and no line is closed.
- For a delivery: it is not validated and the delivery is direct.
- For an invoice or a credit memo: it is not validated and the invoice/credit memo is not direct.
The grouping of two or more documents with different project codes in the header is only authorized if the parameter PJTSNGDOC - One project per document is set to No. In this case, two orders with a distinct project code can be grouped on the same delivery note.
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.
Intercompany specificities: For an intersite order, the project code automatically displays the project code of the purchase order. For an intercompany open order, the project code is not recovered from the purchase order and remains blank.