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Service Quotation Work Order Invoice generation Demo Material

  • 25 March 2022
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Can someone please share study material on Service Quotation and Work Order Invoice generation Any ppt of document will help. When generating the invoice preview from work order sales value is coming zero to customer order. Also unable to update the revenue % to 100%

 

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Best answer by Kushan Jayasinghe 26 March 2022, 03:34

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Userlevel 5
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Hi @InfAnkurS 

In which UPD level are you in? Anyway, the below steps works for the latest. ✌
Please follow the below steps. There are two ways of doing this with or without Service Quotation

#Work Order with service quotation.

1.Create Serial Object.

2.Create Service Request.

3.RMB ”Create Customer Order”

4.Service Request RMB ”Create Receive Order”

5.MRO Object Receive Order RMB ”Receive Object”.

6.Service Request RMB “Create Service Quotation”.

7.Add work task on work tasks tab.

8.Add work planning on planning tab which Cost Type=FixedPrice and Price=0

and Quantity to Invoice=1.

9.Service Quotation RMB “Calculate Total Cost and Quoted Price”,”Release”,”Accept”.

10.The work task and planning are created automatically on Prepare Work Order.

11.Change the work task status to release and find the sales info is created.

12.Change the work task status to work started.

13.Change the work task status to work done.

14.Report In Work Order RMB ”Create Invoice Preview”.

15.Invoice Preview RMB “Status-Approve”.- sales line will be created

16.Change work task status to finished.

17.Change work order status to finished. Open it in Historical Work Order.

18.Find the sales info is added to customer order automatically.

 

#Work Order without service quotation.

1.Create Serial Object.

2.Create Service Request.

3.RMB ”Create Customer Order”

4.Service Request RMB ”Create Receive Order”

5.MRO Object Receive Order RMB ”Receive Object”.

6.Add a work task from Prepare Work Order Work Tasks Tab.

7.Add work planning which Work Order Cost Type=Fixed Price and Price=0.

8.Change the work task status to released and find the sales info added automatically.

9.Change the work task status to work started.

10.Change the work task status to work done.

11.Report In Work Order Work Tasks-Sales Tab. Change Qty To Invoice to 1.

12.RMB ”Create Invoice Preview”.

13.Invoice Preview RMB “Statue-Approve”

14.Change work task status to finished.

15.Change work order status to finished. Open it in Historical Work Order.

16.Find the sales info is added to customer order automatically.

 

If you need further assistance, please do let me know. I’ll record the screen and share the link. 😇

 

Cheers,

Kushan

Userlevel 3
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Is the process same in Aurena?

Userlevel 5
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Hi @AveTonitM ,

The process is quite similar but RMB options are not available. 😎

Cheers,

Kushan