Transfer to Customer Order
Explanation
This activity is used to transfer transaction(s) in a work order to
IFS/Customer Order. Afterwards, the customer can be invoiced.
Prerequisites
To transfer the transactions, they must first be
entered on the work order and authorized.
If the transaction is created for a
maintenance task that is transferred from IFS/Vehicle Information Management,
this task must be in the Work Done status and the revenue transactions
must be authorized.
System Effects
As a result of this activity, the work order posting lines are
transferred to a customer order.
- If posting lines with zero amounts exist on the work order, and you have
chosen not to invoice zero amounts (in
Service Contract Basic Data/Agreement Invoice Rule),
these posting lines will not be transferred to the customer order for
invoicing.
- It is possible to finish a work order without having to transfer posting
lines with zero amounts to the customer invoice.
Window
Report in Work Order
Single Page Report
In Work Order
Related Window Descriptions
Report In Work Order
Transfer To Customer Order
Procedure
Use the following procedure to transfer the transaction(s) using the
Report In Work Order
window:
- Open the
Report In Work Order
window.
- Query for the work order(F3).
- Right-click the upper part of the window and then click Transfer to Customer Order. The
Transfer
of Work Order Lines to Customer Order is displayed.
- Select a line on the table, right-click and click
Create Customer Order Line.
Use the following procedure to transfer the
transaction(s) using the Single Page Report In Work Order
window:
- Open the Single Page Report In Work Order
window.
- Query for the work order(F3).
- Click Invoice.