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Question

Connect Invoice Rule to WO


Timmermans Roel
Hero (Partner)
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Hi All,

 

I know we can connect an invoice rule to a Service Quotation and when the Service Quotation is accepted into a WO the Invoice Rule will be applied.

I also know that we can connect an Invoice Rule to a Service COntract Service Line and when we create a New Service Request, we can connect the WO to a Service Contract Service Line, and again the Invoice Rule will be applied.

 

2 questions:

  • On the WO - Can I directly see what Invoice Rule is applicable (without checking the connected Service Contract or the Service Quotation?)
  • is it also possible to directly connect an Invoice Rule to a Work order? Without the use of the Service Quotation or Service Contract?

 

Best Regards

Roel

 

4 replies

Timmermans Roel
Hero (Partner)
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Dear All,

 

Does anybody have any additional info on this?

 

Thansk for the help!

 

best Regards

Roel


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  • Do Gooder (Partner)
  • 13 replies
  • October 10, 2024

Hi, not an exact answer but more questions, sorry :)

as far as I know, we cannot directly see the applicable invoice rule except in the sales lines for work tasks.

my question is regarding  purchasing on a service quotation connected( invoice rule applicable) work order.

if you purchase no-part materials, the cost type for these purchases is External but invoice rule is NOT applied. It is only applied if you report a manual transaction ( picking an existing planning line with external cost type). So how do we get the no-part purchases( for which the actual planned external line in the quotation is created for) applicable for invoice rule? 

@PubudikaW  @Sameeera_Aththanayaka  

 


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  • Do Gooder (Employee)
  • 38 replies
  • October 10, 2024

Hi @SachinthaH@Timmermans Roel,

 

Can I please know the IFS version you are using?

 

/Pubudika


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Hi @SachinthaH 

When purchasing no-part materials, the invoice rule is correctly applied for cost-based pricing. You need to create an invoice rule for the External Cost type with cost-based pricing enabled, where you can also define the markup. When the invoice rule is connected to the work order and work task through a service quotation, the associated work task's no-part purchase generates a planned line, a cost line, and a sales line. In the sales line, if the sales part field is empty, add a sales part. Then, if you check the price source, it will display as 'cost-based,' as defined in the invoice rule. The markup values and price amount will update accordingly, indicating that the functionality works as expected for no-part purchases.

 


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