Whenever a financial transaction takes place in the system the postings concerning it are created by the predefined posting types and rules defined in IFS/Accounting Rules. This means that you do not have to do anything manually as long as you have defined your rules correctly.
However, sometimes you want to decide a code part value, depending on specific requisition information, i.e., you choose not to decide a rule for this code part for all posting types affected or it is not possible to decide a rule. In these cases, you must manually establish the relationship between the code part and the requisition line by entering a pre-posting connected to the requisition line. The code part value that you enter as a pre-posting for the requisition line will then affect several postings created for this requisition line. One example where pre-posting is used is customer orders where you often want the postings to include a specific project in the code part Project for all postings concerning the selling. Another example is a purchase order where you want the postings for purchasing to charge a specific Cost Center.
The postings that will be affected by the pre-posting are generally all postings concerning expenses, revenues, and WIP. This is determined in Business Event/Posting Info where you can see whether a posting for a specific system event is affected by the pre-posting on requisition line, or not.
Basic financial data and sets of rules for IFS Cloud are managed in the IFS/Accounting Rules. Besides the regular rules you also have to define whether you want to use the pre-posting functionality in IFS/Accounting Rules. This is done by entering a specific posting type for each order type (see Prerequisites) and what code parts for which it should be possible to enter pre-posting.
If you try to enter a pre-posting for a requisition line and have not defined the use of pre-posting in IFS /Accounting Rules you will receive a message that tells you that pre-posting is not defined for this order type in the posting control. Initiate the pre-posting function in Posting Control. Indicate the appropriate posting type for the code parts you intend to alter.
The pre-posting can either be entered on the header or the line. The advantage of using the pre-posting on the header is that the pre-posting value is valid for the lines as well. However, this assumes the lines are added afterwards. If both header and lines are already entered, you must do the pre-posting on each line.
If using Supply Code Purchase Order on the line, this automatically creates a purchase requisition when the line is saved. It is therefore required that pre-posting is entered in the header, to be used when the purchase requisition line is created.
A relationship is established between the code part and the material requisition line by entering a pre-posting connected to the material requisition line. The code part value that you enter as an pre-posting for the material requisition line will then affect several postings created for this material requisition line. The postings that will be affected by the pre-posting are generally all postings concerning expenses, revenues, and WIP. When the Supply Code is purchase order, the pre-postings will be used for the purchase requisition line created from the material requisition line.