This feature enhances a dual‑write process to sync Project Unit Estimates in Project Operations (PO) directly to Finance & Operations (F&O). It ensures unit codes, description, quantities, sales prices and sales amounts remain in sync between both systems in real time.
- When the project is released, if there are existing Project Unit Estimates linked to that project, additional logic runs that syncs with F&O by creating Unit codes entry header and associated Unit codes entry lines records in Unit codes entry form.
- If there is no existing Unit codes entry header with status “Open” for the given project or subproject (task), a new header record will be created in F&O; likewise, if there is no existing Unit codes entry lines record for the associated Project unit estimates record in Project Operations, a new line record will be created based on the Unit codes entry header.
- If a matching record already exists in F&O, publishing the tasks from PO will update those existing records.
- If a unit estimate is deleted in PO, the corresponding record in F&O is deleted immediately (in real time).
- If a ‘Unit Code Entry Line’ record has been fully delivered, then changes to the data in Project Operations (such as updating or deleting the unit estimate) are not allowed.
- If a ‘Unit Code Entry Line’ record has been partially delivered, then it is not allowed to change the Unit Code or reduce the Quantity value to a number less than the delivered quantity.
- The feature also syncs the quantities and sales prices of Unit codes entry lines from F&O back into the Project Operations unit estimates.
