Find related Sales Order from Project

[VVancalbergh]

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?

[former_member592782 · Accepted solution]

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.

[BillGiotDel · Accepted solution]

Hi Piotr,

does the Sales Order need to be released, or is there another way to get the BusinessDocumentFlow?

Thanks in advance!

Kind Regards,

Bill

[former_member592782 · Accepted solution]

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.

[michael-schulz]

Hello Piotr,

this seems to be not working. In theory these nodes all exist but they are always empty. Furthermore the node BusinessDocumentFlow is not PSM released.

Please regard this scenario:

Create a SalesOrder and link items to an existing Project.

1)
The SO Items have a subnode ItemAccountingCodingBlockDistribution which could lead to AccountingCodingBlockAssignment and Project, but already the first one ItemAccountingCodingBlockDistribution is never set.

2)
BusinessDocumentFlow on SalesOrder root is not PSM visible but even without PSM there is no link to Project in this node.

3)
BTDR has no Project elements

Nevertheless on the SalesOrder UI there is a link to Project visible, but where is that saved? UI Designer links to root/project but that's not visible/available on SalesOrder. Please advise.

Thanks and best wishes for 2024!