When you activated Supplier Warranty on the Work Order before you book cost (time,material) on the Work Task the additional Sales Lines will be created and works fine.
But when you want activated the Supplier Warranty, later into the proces when already cost are booked like time & material, there will be No additional Sales Lines created.
Is there a possibilty to add Supplier Warranty when the Work Order/Work Task is on the status Work Done and aslo create the additional Sales Lines on IFS Cloud 24.2.3
Solved
Activated supplier warranty on the Work Order
+3Best answer by Thilini Kumarasinghe
Hi
Yes, when the supplier warranty is activated on the work order, additional posting lines are automatically created, provided that the types of expenses reported on the work order are covered under the warranty.
The reason you may see what appears to be “duplicate” posting lines is that the system also allows the option to invoice a customer for the same expenses.
Since the warranty-covered expenses will be transferred to a customer order for invoicing, it is important to ensure that an appropriate sales part is added to those posting lines.
Note: The price on these posting lines will match your internal cost.
Once the work order is reported, the postings must be authorized. After authorization, the work order can be transferred to a customer order, which can then be processed for invoicing.
A document has been attached on how to apply supplier warranties on the work order (Basic data setup included).
Best Regards,
Thilini
+6Hi Hans,
You can add the supplier warranty to the WO when the work task is work done and time is reported. Whether you add supplier warranty or not after time reporting sales lines should be created in the work task. That is the standard functionality. Please go through this test plan, you can see that the sales line will be created.
- Create a WO.
- Create a work task.
- Add a resource.
- assign a work.
- Complete the work assignment
- Report time.
- Go to time report tab, and authorize.
- Go to sales line, you can see the sales are added. Make sure add a customer to the WO.
Regards,
Thilina.
+3I have create Workorder 398 with Work Task 602 and and activate the Supplier Warranty after the time reporting with authorisation.
And there is only 1 Sales line created , see screenshots.
I have created a new workorder 399 with Work task 603 and add resorce and assign work.
Before the time reporting I activate the Supplier Warranty.
Do the time reporting and there are 2 Sales lines created, see screenshot.
My conclusion is when you activate Supplier Warranty you must do that before you report time.
But the behavior should be that you can activate Supplier Warranty when the Work Order haves the status done and that there 2 Sales Lines will be created.
See the help text of Warranty.
Please could advise to set this up.
Regards
Hans
+6Hi Hans,
After completing the work, adding to the supplier warranty is not enabled in the work task. And Also you cannot add the supplier warranty after work is done in the work task.
However, you can add the supplier warranty to the work task before work done.
After time reporting there will be 2 sales lines created. One for the resource and one for the supplier warranty.
In the supplier warranty, you can untick this personal cost. Then after time reporting in the work task sales will not be created for supplier warranty in the sales tab. If the personal cost is enabled in the supplier warranty, there will be always a sales line for the supplier warranty.
I hope you get a clear understanding.
Regards,
Thilina.
+3Hi Thilina,
When I,m understand it correct, the Supplier Warranty on the work task need to be enabeld before the time reporting, otherwise there will be no 2 sales lines created?
Regards,
Hans
+6Hi Thilina,
When I,m understand it correct, the Supplier Warranty on the work task need to be enabeld before the time reporting, otherwise there will be no 2 sales lines created?
Regards,
Hans
Hi Hans,
As I mentioned, to create 2 sales lines, “personal cost” should be enabled in the supplier warranty. The supplier warranty should be enabled before completing the work task.
Regards,
Thilina.
+7It just doesn't work. Regardless of whether the cost of labor is marked in the warranty template or not, whether the warranty is connected to the facility or not, no second line is created. It just doesn't work. So I would like to ask where I am going wrong. Or is there another mysterious place in IFS Cloud where you can start the warranty process from a supplier?
+7Sorry, I'm going back to what I wrote earlier, I have two lines on the assumption that the serviced facility has a supplier's warranty.
+7Now I wonder what to do next? Should I proceed with invoicing or some other step?
+21Hi
Yes, when the supplier warranty is activated on the work order, additional posting lines are automatically created, provided that the types of expenses reported on the work order are covered under the warranty.
The reason you may see what appears to be “duplicate” posting lines is that the system also allows the option to invoice a customer for the same expenses.
Since the warranty-covered expenses will be transferred to a customer order for invoicing, it is important to ensure that an appropriate sales part is added to those posting lines.
Note: The price on these posting lines will match your internal cost.
Once the work order is reported, the postings must be authorized. After authorization, the work order can be transferred to a customer order, which can then be processed for invoicing.
A document has been attached on how to apply supplier warranties on the work order (Basic data setup included).
Best Regards,
Thilini
+7Thank you Thilini, for this explanation and the prepared document. It will help me a lot.
+21
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