We are migrating from APP9 to Cloud. In APP9 we use prepare work order quotation and create the work order. When these migrate to Cloud, a work order is created with an attached service quotation. Migration also creates 1 work task per tool line on tools and facilities tab and a final work task which has all planning, materials, time reports lines. When I add new planning, materials or time reports line, go to Conclude Work Order, and create invoice preview I do not see any of the new sales or cost lines in the preview. This is an issue because our process will be to transfer all cost and sales lines (they are invoiceable on work task sales tab) to the customer order eventually so they can be recognized in financials. Does anyone have suggestions? This problem doesn’t exist when I create a new work order and work task. Creation of a new work task to overcome the issue will come with a lot of additional work because those planning, time report and materials lines will be needed on the working work task for certain reporting.
Migrating Work Orders from APP9 to Cloud Work Orders and Work Tasks issue with sales and cost lines
+9This sounds similar to a challenge I’ve ran into. Double checking with my migration team.
What tool are you utilizing for migration?
+9Hi
I appreciate the grace in getting back to you. We didn’t encounter the issue during an upgrade but seems the script mapping is incomplete maybe?
The logic for work task is all transactions (reported time, issued materials) will create cost lines, cost lines would match to sales lines on the sales tab.
When reviewing the sales tab on work tasks do you have sales parts listed?
+9
That is interesting.
If I’m understanding this only happens for new transactions added to migrated work orders?
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