Transfer and Conclude Work Task

When all transactions are reported on the work task, it is possible to authorize the transactions and transfer to finance and/or invoice the customer for the service (if IFS/Service Management is used).

In order to invoice the customer sales lines should be defined or generated, appropriately. If a customer has been connected to the work task, it will automatically create sales lines relevant to the transactions created.
If the customer has been defined after the transactions have been created it is possible to generate the sales lines connected to the cost lines, if appropriate. During the sales line generation process, it will select the sales part information with the following priority order. If the transaction is with reference to a planning record, then sales part information will be fetched from the planned line. Secondly, it will consider the Time Type (for Personal and Tool/Equipment transactions), the Cost Category (for Manual Expense and External transactions) or the Sales part per Expense Code (for the HR Expenses) and inherit the sales part information when generating the sales line.
In addition user has the possibility to create new sales lines manually for Expense, External and Fixed Price cost types.

Once all sales lines have been defined, the service engineer can select which are to be invoiced and not invoiced. This can be done by setting the sales line to Invoiceable or NonInvoicebale. Customer order lines can be created with the sales lines which are set as Invoiceable. The customer invoice will be sent to the customer.

All task transactions reported by workers or technicians need to be evaluated by a responsible person for example the service engineer. Then these transactions must be authorized, in order to transfer to finance. Work task transactions which are authorized or transferred are considered to be final and thus been used to evaluate and analyze the cost (On a maintenance task to predict about the future maintenance costs and to evaluate the assets life vs. cost) and revenue (if IFS /Service Management is been used) for a particular maintenance or service.

At the time all the work task transactions are authorized or transferred to finance and all the invoiceable sales lines are transferred to customer order and all other information related to the work task have been updated it is possible to conclude the work task, by setting its status to Finished.