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 when you want to decide a code part value, depending on specific order 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 such cases you must manually establish the relationship between the code part and the order or order line by entering a preposting connected to the order or the order line. The code part value that you enter as a preposting for the order or the order line will then affect several postings created for this order or order line. One example where preposting 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 preposting 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 preposting on the order, or order 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 preposting functionality in IFS/Accounting Rules. This is done by entering a specific posting type for each order type (see Prerequisites) and code parts for which it should be possible to enter pre-posting.
If you try to enter a preposting for an order or order line and have not defined the use of preposting in IFS /Accounting Rules you will receive a message that tells you that preposting is not defined for this order type in the posting control. Initiate the preposting function in the Posting Control. Indicate the appropriate posting type for the code parts you intend to alter.
The preposting can either be entered on the header or the line. The advantage of using the preposting on the header is that the preposting 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 preposting on each line.