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.