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author's profile photo Former Member
Former Member

Posting on Sales order? Maybe not really a cProject direct question.

We have a process that we normal post against the internal order.

But some project are billable to the customer so sender is the cost center (of the reaource) but receiver should be a proper item on the sales order.

We use CATS to report the time for project.

What is by your opinion correct procedure , if I record the activity on some taska in cats, how to get them posted to the correctt line of the sales order. Vice versa how I transfer costs back from the sales order to cProject?

Line items on the sales order are maintained as materials and price is maintaned in Sales view of material on a custom field.

Any best practice or suggestions for that ?

Thanks for all your help

J.

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  • author's profile photo Former Member
    Former Member
    Posted on Oct 24, 2010 at 06:33 PM

    Hi Jan,

    Data from the Sales Order can be pulled into cProjects by creating Object Links from cProjects to the Sales Orders. You can also do it by have a cProject integration with PS Project. PS Project can be integrated with the Sales Order easily since you are on the same system.

    Regarding posting on the Sales Order, well that is a question that has to be addressed to SD and CO.

    Best Regards,

    Prashanth

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