Prepost Work Order
Explanation
Use this activity to manually enter code part values
to be used when financial transactions are created. These values are validated against the code
part values in IFS/Accounting Rules. The
code part values are later used to create financial transactions for the work order.
The preposting information overrides any values created by posting control.
The procedure of setting the pre posting on a work order is according to
following:
- Firstly, if there is any pre posting defined for the Equipment, VIM or
Linear Asset, the pre posting values are copied to the work order from that.
- Secondly, if the Work Order is created from a Customer Order, any
existing pre posting code part values of the customer order will complete
empty/overwrite existing code parts on the work order pre posting.
- Thirdly, if a service contract line is connected to the work order, any
existing pre posting code part values of the service contract line will
complete empty/overwrite existing code parts on the work order pre posting.
- Fourth, if a project activity is connected to the work order, the full
pre posting (all code part values) of the project activity line will
overwrite existing code part values on the work order pre posting. The
project code part of the project will overwrite existing code part value and
not be possible to change.
- If any code part value, which has been manually selected on the work
order, is overwritten/changed according to the rules above, the information
message 'Existing pre-postings are updated' will be displayed.
Prerequisites
Before the information is entered, the following must have
been completed:
- The Override field in
Posting Control
must display 'Allowed' for the specified posting types.
- The code part values, for example the cost
center, must have been entered in Code Part
Values.
- The work order must have been retrieved in the window.
System Effects
As a result of this activity, the system generates
financial transactions when reporting is done on personnel and external costs.
Any values created by the posting control are overridden. Note! Financial
transactions for material that are issued from stock are handled in
IFS/Inventory.
Window
Prepare Work Order
Related Window Descriptions
Prepare Work Order
Procedure
Use the following procedure to enter the information:
- Open the Prepare Work Order
window.
- Right click and point to
Pre posting
option.
- In the dialogue box that appears, use the List
button to select a code part value, for example a cost center, for one or
several fields.
- Save the information.