How to integrate a project with a document in Logistics and Cash Management?

To consider a software development company with a department organization mapped in the cost center also includes a management level by project. That is, the different departments can contribute for a specific project and it is important topresent the different indicators, either by department or by project.

After defining the Project Execution Plan in Tables | Projects and Services | Project Execution Plan, it is necessary to associate the elements to Logistics and Cash Management documents. For example, associate a subcontracted element to a purchase document.

To integrate projects with Logistics and Cash Management documents, follow these steps:

1. Access the corresponding editor of the Logistics and Cash Management document. The possible editors are: - Purchases | Purchases / Orders; - Sales | Sales / Orders; - [Sales / Sales / Inventory] | Internal Documents; - Cash Management | Payables and Receivables | New Documents; - Cash Management | P. Cash and Banks | New Documents; - Inventory | Stock Documents.
2. Create or edit a document;
3. In the main grid, on the row for the corresponding element being associated, fill in the following columns: - "Project": Project Code; - "WBS Elem.": Code for the element in the previously selected project execution plan. Only the elements not statistic and active can be associated;
4. Click Save.

The date for the document in Logistics and Cash Management must be inside the date interval of the WBS element.