Transfer to Customer Order

Explanation

This activity is used to transfer transaction(s) in a work order to IFS/Customer Order. Afterwards, the customer can be invoiced.

Prerequisites

To transfer the transactions, they must first be entered on the work order and authorized.

If the transaction is created for a maintenance task that is transferred from IFS/Vehicle Information Management, this task must be in the Work Done status and the revenue transactions must be authorized.

System Effects

As a result of this activity, the work order posting lines are transferred to a customer order.

• If posting lines with zero amounts exist on the work order, and you have chosen not to invoice zero amounts (in Service Contract Basic Data/Agreement Invoice Rule), these posting lines will not be transferred to the customer order for invoicing.
• It is possible to finish a work order without having to transfer posting lines with zero amounts to the customer invoice.

Window

Report in Work Order
Single Page Report In Work Order

Related Window Descriptions

Report In Work Order
Transfer To Customer Order

Procedure

Use the following procedure to transfer the transaction(s) using the Report In Work Order window:

1. Open the Report In Work Order window.
2. Query for the work order.
3. Right-click the upper part of the window and then click Transfer to Customer Order. The Transfer of Work Order Lines to Customer Order is displayed. 
4. Select a line on the table, right-click and click Create Customer Order Line.

Use the following procedure to transfer the transaction(s) using the Single Page Report In Work Order window:

1. Open the Single Page Report In Work Order window.
2. Query for the work order (F12).
3. Click Invoice.