Stage Billing Profile does not show on Customer Order lines when the customer order header and lines are created first and then the user creates the stage billing template.
But Stage Billing Profile does show on CO lines when the CO header -> stage billing template - > and then the Customer Order Lines are created
Please explain this behavior
Stage Billing Template does not show on CO lines when the CO header and lines are created first
Using a Stage Billing template is functionality that has existed in IFS Applications since the 2000 release, or even earlier.
As you can see from the user documentation and the activity for Enter Staged Billing Template, the following is stated:
Prerequisites
A customer order header must have been entered and saved.
The template must have been created before you enter the order lines, which are going to be affected by the template
System Effects
A staged billing template is connected to the customer order header. All customer order lines which are created later than the staged billing template will be given the same staged billing profile. Customer order lines created prior to the staged billing template will not be affected by the template.
Even if we can see that the customer scenario of entering a Sales Quotation, and thereafter creating the CO from it, will never give any chance of adding the Stage Billing template until after the CO has been created with all its lines, it is still a Request for some different design to accomplish what the customer wants
As you can see from the user documentation and the activity for Enter Staged Billing Template, the following is stated:
Prerequisites
A customer order header must have been entered and saved.
The template must have been created before you enter the order lines, which are going to be affected by the template
System Effects
A staged billing template is connected to the customer order header. All customer order lines which are created later than the staged billing template will be given the same staged billing profile. Customer order lines created prior to the staged billing template will not be affected by the template.
Even if we can see that the customer scenario of entering a Sales Quotation, and thereafter creating the CO from it, will never give any chance of adding the Stage Billing template until after the CO has been created with all its lines, it is still a Request for some different design to accomplish what the customer wants
Userlevel 4
+7
Hi,
I have the same challenge with another customer.
The IFS sales flow includes sales quotation and customer order, so in the vast majority of the time a customer order is a converted sales quotation, which means the Staged Billing Template cannot be used.
It should be possible to create a Template in IFS without it being necessarily linked to a Customer Order header (e.g. a template could be 40% down payment, 60% balance invoice) and we should be able to apply a template even after the CO lines have been created (e.g. after sales quotation conversion).
The fact that the Stage Billing Profile is created at CO line level makes it a huge amount of manual work if a Customer Order has 25 line and we need to invoice 40% off all lines.
I have also heard of this requirement from different customers and probably a good low hanging fruit for RnD to workout in a future version.
Lot of customers are working with scenarios where one CO line splitting to different suppliers and address with multiple receipts and the billing negotiations might happen along the business cycle where they need to update the payment stages later.
I hope
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