Invoice Preview from a Work Order Connected to a Service Quotation | IFS Community
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Invoice Preview from a Work Order Connected to a Service Quotation

  • 6 January 2022
  • 5 replies
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Hello,

We are trying to invoice a work order that is connected to a service quotation. We want Invoice Zero Amounts to be set to Yes but forgot to add the Invoice Rule to the Service Quotation.  The work order is complete and the status = Finished.

We are using Apps 10 and have UPD11 installed now but the Service Quotation and Work Order were created and connected with UPD9.  There was a patch in UPD10 (Bug ID 155082) but it either doesn’t resolve this issue for existing SQ/WO or our scenario is slightly different.

Does anyone know if there is something we can change so that the invoice preview will be created with Invoice Zero Amounts = Yes?

 

Thank you,

Joann

 

 

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Best answer by Kushan Jayasinghe 7 January 2022, 06:48

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Userlevel 5
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Hi @jtobin ,

Since this is a basic data setup in Service Quotations, changing to YES is impossible rather than doing data repair which is not recommended. 

Cheers,

Kushan

Userlevel 5
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Hello, @Kushan Jayasinghe:

Thank you for your response.  Are you by any chance able to give me a few more details about bug id 155082 and what was fixed?

 

Thank you,

Joann

Userlevel 5
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Hi  @jtobin,

The following shows the bug details and the link. 

http://lcs.corpnet.ifsworld.com/login/secured/buglnw/BlBug.page?__ID=197136&BUG_ID=155082

The issue identified under the Case ID: G2167894
Description :
INVOICE ZERO AMOUNT on quotation invoice rule does not apply to Invoice Preview for tasks added after creating a SQ

Navigator Path :
Service and Maintenance> Work Management> Closure> Invoice Preview

Environment Details :
Apps 10 RND TEST CMB

Test Plan :
1. Create a new WO and connect a Work Task.
2. Add a personal demand line
3. Create a Service Quotation from the WO
4. Add an invoice rule in which 'Invoice Zero Amounts' is checked for cost type personal.
5. Process the WO until accepted.
6. Navigate back to WO release work task and report time.
7. Create Invoice Preview and notice that Invoice Rule has been applied and Invoice Zero Amounts is checked (Correct behavior)
8. Navigate back to WO and add a new task.
9. Add a demand line for new task, release and report time.
10. Create invoice preview again.
11. Check the new invoice preview created.
12. Notice that the Invoice Zero Amounts is not checked.

Current Results/Behavior :
Invoice Zero Amounts logic from the invoice rule in SQ is not applied to Invoice Preview created for tasks which are created after SQ. Other invoice rule logics (E.g. Revenue %) is correctly applied in the new invoice preview

Suggested Solution :
SQ invoice rule should be applied to all invoice previews in the SQ connected WO. Hence 'Invoice Zero Amounts' shall be checked for tasks added after creating SQ.

I hope you can understand the detailed of bug right now.

 

Cheers,

Kushan

Userlevel 5
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Hello, @Kushan Jayasinghe,

Thank you very much!  I appreciate the detailed information.

Joann

Userlevel 5
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Pleasure :blush:

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