Add Projects to Sales Orders

Project details include the project, task, expenditure type, expenditure organization, expenditure item date, funding source, work type, contract number, your own custom attributes, and so on. You can add to your order to reduce order processing time and improve the accuracy of how you track cost, revenue, and profitability.

Use a Redwood page to add project details to your sales order. Automatically cascade project details from the order header to default values on the order line. Select more than one order line and update project details in a single action.

Realize these benefits:

• Make order entry efficient. Reduce the time you need to enter project details on the order header and order lines. Update project details across more than one order line in a single action. Reduce manual work and data entry errors.
• Make your projects more visible. Save project details on each sales order so you can improve tracking, reporting, and downstream fulfillment.
• Allocate and control inventory effectively. Fulfill sales orders that reference the same project from a single, designated inventory.
• Use a flexible shipping strategy. Fulfill sales orders from project inventory or from common inventory according to business rules that you set up.
• Automate how you reserve inventory. Use order orchestration to automatically reserve quantity from project inventory, common inventory, or project and common inventory so you can optimize fulfillment and meet your project and supply strategies.

Try it:

1. Create a sales order, set the business unit and customer on the order header, then click More Actions > Project Details.

   The customer, business unit, and item determines the projects that you can select on the order line, depending on how your order administrator sets up Order Management. For details, see Overview of Setting Up Projects in Order Management.

2. Set project details for the order header:

   Attribute	Value
   Project	Select a project from Oracle Project Management, filtered according to the order's business unit and the warehouse's business unit.
   Task	Select a task, filtered to the project.
   Expenditure Item Date	. Select a date, filtered to when the project is active.
   Expenditure Type	Select a type, filtered to the project and task.
   Expenditure Organization	Select an organization, filtered to the project and task

If you want to set these optional attributes, you must set up Oracle Grants Management so it supports your project:

• Contract Number
• Funding Source

As an option, click Apply to Lines and Order Management will cascade your selections to the order lines that are currently on the order. If you add a new line or update these header attributes at some later time and want to cascade, then you must click Apply to Lines again.

Edit Order Lines

You can also view, edit and set project details on each order line. Select the lines that you want to edit, then click Edit.

Next, edit or add the project details.

If you select:

• One line. Order Management displays the project details for that line. Make your changes, then click Apply to apply them to the line that you selected.
• More than one line. Order Management doesn't display any project details. Set your values, then click Apply to apply them to all the lines that you selected.

Update Project Details

The project details that you can set depend on the order's status:

Status	You Can
Draft	Add or update project details on the order header and order lines.
Submitted	Add or update project details only on the header. You can't update project details on the lines. They're read only.
Update After Submit	If you update project details on the header and click Apply to Lines, then Order Management will apply them only to new lines that you haven't submitted. Add project details to revised orders only for new lines. You can't update project details on order lines that you submitted. They're read only.
Revise	You can add project details only to new lines, not to lines that you already submitted.

Set Up

1. Opt in to the Project-Driven Supply Chain feature in the Manufacturing and Supply Chain Materials Management offering.
2. Enable the ORA_RCS_ENABLE_PROJECTS_IN_SCM_PRC profile.

For more, see Overview of Setting Up Projects in Order Management.

Guidelines

You can:

• Add project details to an item that isn't configured, to a configured item, a subscription, or coverage.

• Use the Project attribute and the Task attribute when you search for a sales order in the Order Management work area.

• Use project attributes in your Oracle Transaction Business Intelligence (OTBI) reports, such as Project, Task, Expenditure Organization, Expenditure Type, and so on.

You can't:

• Add project details to a child configurable option, but you can add project details to the parent configured item. If you add project details to the parent, then the sales order also adds them to each child.

• Search on or create a report according to a project attribute.

• Add project details to a return order, even if the original order line contains project details.

If you submit the sales order, and then revise it:

You Can	You Can't
Modify attributes that don't contain project details on the order line, such as Quantity, Payment Terms, Ship-to Address, Warehouse, and so on. Add a new line with or without project details. Cancel a line that does or doesn't contain project details.	Modify attributes that contain project details on the order line, such as Project Number, Contract Number, Expenditure Organization, and so on. Change the project on the order line. Instead, delete the line, then create a new line.