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. Unless the work order is a route. For routes the pre posting values are copied from the Route List, if pre posting exists on the route list.
• 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.

Prerequisites

Before the information is entered, the following must have been completed:

• The Override field in 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 in the window.

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.

Window

Prepare Work Order

Related Window Descriptions

Prepare Work Order

Procedure

Use the following procedure to enter the information:

1. For the current work order, select the Preposting operation.
2. In the dialogue box that appears, use the List button to select a code part value, for example a cost center, for one or several fields.
3. Save the information.