Hi,
Could you please assist in identifying the correct process within IFS Service Management to address the following business requirement?
Requirement:
The business needs to initiate maintenance work only after receiving an advance payment (e.g., 50%) from the total quoted amount.
Currently, we are using Service Quotation as the starting point. However, we do not see an option to create a Customer Order directly from the service quotation or from the early stages of associated Request / Request Work Task.
While it is possible to create a Request from a Customer Order, we observed that:
- The Request Task sales lines and Customer Order lines do not appear to have a direct relationship
- This makes it difficult to manage advance payments and link them to the service execution and final invoicing
Could you please advise:
- What is the recommended standard approach in IFS to create a Customer Order in early stages of the Request?
- Is there any standard way to link Service Quotation → Customer Order → Request/Work Task for proper financial tracking?
- How can we ensure the remaining balance is correctly invoiced after service completion while considering the advance payment?
Any guidance, best practices, or reference documentation would be greatly appreciated.