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.
Users can manually enter code part values on the Prepare Work Order
page by clicking Pre posting command.
Prerequisites
Before the information is entered, the following must have been completed:
- The Override field on 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 on the page.
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.