on 01-10-2020 4:50 PM
When a Sales Order is linked to a Project you can find the Project in the Sales Order's AccountCodingBlockAssignment. But when you try to find the reverse (the Sales Order ID on the Project) you can't find it. On the Project OIF it's supposed to be on the SalesOrderAssignment node, but there's no such node on a Project.
There is a CustomerProjectExpenseList object that SEEMS to provide this information, except we can't seem to find it in case of a Multi-Customer Project.
Any help?
Hello Vincent,
You can find this information both ways through the BusinessDocumentFlow association.
The field of interest where the ID of the Project/SO is held is as follows: BusinessDocumentFlow > Relationship > ToBusinessDocument > ObjectNodeReference > FormattedID, consequently in the field BusinessDocumentFlow > Relationship > FromBusinessDocument > ObjectNodeReference > FormattedID you can see the ID of the SO/Project you are referring from.
Thanks,
Piotr.
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Hi Bill,
It depends on the scenario you are looking for, as an example if had created a SO out of an Opportunity, the Sales Order would not have to be released and the DocumentFlow would be there for the SO <> Opportunity.
However as mentioned above this does change on case by case basis.
Piotr.
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