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Question

23R2 - Request management- SEO order type for invoicing

  • December 20, 2024
  • 7 replies
  • 58 views

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  • Sidekick (Partner)
  • 16 replies

Hi,

In request management Request , Request contract, it always use SEO order type for invoicing irrespective of Customer order type or  Request contract type connected order type.  Is there a way to change the customer order type in the created customer order?

 

Br/Inoka 

7 replies

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  • Hero (Employee)
  • 55 replies
  • December 20, 2024

Hi,

 

The customer order type will always be set as SEO. 

 

Can you provide some details on the scenario where you are looking to use another order type?

 


Marcel.Ausan
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • 1143 replies
  • December 20, 2024

@ajnsse no idea about ​@INTHSL ‘s scenario, but I also think it would be a good idea to have some basic data to control this. Something similar to what we have for Service Contract where you can control the Order Type being used for invoicing in the Contract Type page:

 


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  • Author
  • Sidekick (Partner)
  • 16 replies
  • December 23, 2024

Customer is in water treatment industry, where he uses request contract for different purposes ex: Renting purification equipment and getting recurring payments , recurring services for delivering water bottles etc, where the customer wants to differentiate  his profit with Order type by defining different contract types with zero stops and setting different postings for those. Is there any work around you can suggest? because customer order is  always getting the source as Service order and activity type also common in most of the cases. 


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  • Do Gooder (Employee)
  • 36 replies
  • December 24, 2024

@INTHSL Unfortunately there is no workaround at the moment. However, this will be considered in a future release.

I understand that you'd like to use the Order Type associated with the Contract Type when the Invoice is created directly from the Request Contract. Could you please create an Idea for this, so the product management team can evaluate it for a future release?

Additionally, could you provide more details about how you're using the Activity Type?


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  • Author
  • Sidekick (Partner)
  • 16 replies
  • January 31, 2025

We thought to use Coordinator field of the Customer order for now to setup the sales related postings until IFS fix the issue with order type. ( need to stop at Release order for order type SEO)


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  • Do Gooder (Customer)
  • 2 replies
  • March 10, 2025

Hi, 

was there an idea created to define a different Order Type then SEO coming from the WO?


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  • Author
  • Sidekick (Partner)
  • 16 replies
  • March 11, 2025

No


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