3392378 - Hierarchy for Assignment Rules for Linking Project Tasks to Sales Order Items

When trying to edit the Times and Expenses of a Project you come across the Project Task Time or Expense assigned to the wrong Sales Order Item.

1. Go to Project Management work center.
2. Select Not Invoiced Time and Expenses view.
3. Search for the relevant Project ID.
4. Click on Edit Times and Expenses button.

See that the Project task Time or Expense is linked to the wrong Sales Order Item.

System following the defined Rule Assignment.

There is a hierarchy to be followed when determining the Sales Order Item using the Assignment Rules:

1. Project Task - the system will identify the Project Task and compare to the Rules created.
2. Source - the system will then compare if the Project Task and Source are the same in the Rule and Edit Time and Expenses view.
3. Same thing for Employee/Party, Service, Material and Product Specification - any information you add here will be used as a compare filter.
4. Then, if your Time or Expense does not met any of the rules, will be use any rules that you have created for the parent task or phase to which the task belongs, if your Project does not have any phase, then the system will assign to the header.
5. If after that the system does not find any correspondent rule, the Time or Expense will be unassigned.

If you want that any Time and Expense be linked to the Project Task no matter what is the Source, Employee/Party, Service, Material and Product Specification you can select the asterisk (*) in the dropdown.

Project Task, Edit Assignment Rules, Assignment Rules, Project, Edit Times and Expenses, Sales Order Item , KBA , SRD-PRO-PMN , Project Management , How To