Connect Invoice Rule to WO

Dear All,

Does anybody have any additional info on this?

Thansk for the help!

best Regards

Roel

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  

Hi @SachinthaH/ @Timmermans Roel,

Can I please know the IFS version you are using?

/Pubudika

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.