When you raise a purchase order via a requisition in work task, you will get a cost type of ‘External’ for external purchase; once you have matched the supplier invoice for purchase order you can transfer the cost to GL by ‘Transfer Work Task External Transactions’, by entering relevant site.

Once the background job is ready, the Transaction Status will be set to ‘Transferred’ in Report in Work Order.

Hope this helps. Thanks.

Hi Laura,

Kinldy check whether this information helps.

Purchase can be done for Inventory parts, No parts and Purchase Parts.

Work task Purchase transaction will only be created when you purchase “No parts” and “Purchase Parts”.

Purchase of Inventory parts

• No Cost or Work Task Transaction is created at arrival or when matching the Supplier Invoice.
• The Cost and Work Task Transaction is created when issuing the material.
• A Sales Line is also created if there is a customer stated on the Work Task so that it is possible to already at this point invoice the customer.

Purchase of No parts and Purchase Parts

• A Cost Line is created with Cost Type ‘External’ when the ordered items/services on the Purchase Order have arrived.
• The cost returned to the Work Task is the Purchase Order line‘s Purchase price.
• A Sales Line is also created if there is a customer stated on the Work Task so that it is possible to already at this point invoice the customer.
• A Work Task Transaction with Accountings is created when the Supplier Invoice has been entered and matched.
• The cost on the Work Task is updated with the price on the Supplier Invoice.

When it comes to transaction status:

• Reporting time for a resource, cost for a manual expense or an external purchase on the work task will create a work task transaction with the transaction status as “Reported”. Such transactions can be authorized and transferred.
• Inventory, Purchase, HR and Rental Transactions, will create a work task transaction (with a copy of its original postings) in status “Not Applicable”. It's not necessary to authorize or transfer this transaction.

Therefore when it comes to transferring:

Work Task Purchase transactions - In addition to the original transaction, a work task transaction is also created (with a copy of its original postings) in status Not Applicable. It's not necessary to authorize or transfer this transaction.

Thanks and Best Regards,

Thilini