Transfer FSM Transaction

Explanation

This activity is used to transfer FSM transactions and refinement transactions that fulfill the transfer conditions specified in IFS Financials and have not been previously transferred.

The default feature enables you to use the default settings. Default settings are derived from the Database Tasks window set by the administrator.

Prerequisites

There are no particular prerequisites.

System Effects

A Field Service Management (FSM) transactions that fulfill the transfer conditions specified and have not been previously transferred, will be transferred to IFS/Financials. Vouchers will be created in the general ledger.

If you have scheduled the task as a background job, the task will be automatically performed based on specified selection criteria.

Window

Transfer FSM Transaction

Related Window Descriptions

Transfer FSM Transaction 

Procedure

You can either transfer Fsm transactions directly (procedure A), or schedule the task as a background job (procedure B).

A. To transfer FSM transactions directly:

1. Open the Transfer FSM Transaction dialog box.
2. Enter a new date or use the existing date in the To Date field.
3. Enter a value in the Site field, or click List to select a value from the List of Values.
4. If all the necessary selection criteria have been defined, click OK to complete the operation.

Note: Click Default if you want to use the default settings.

B. To schedule the transfer inventory transactions task as a background job:

1. Click Schedule to open the New Database Task Schedule window. Set the scheduling parameters as desired and save. Scheduled tasks can be seen in Scheduled Database Tasks window.