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Hi Community, 

 

I was wondering how the Service Object 360 “Financials” Tab is updated. Indeed, I run my process with a new demand, inclunding ressources and materials, all the way through the invoice to my client. 

However, I don’t have any update on the “Financials” Tab as you can see below. 

 

Am I using it the right way ? Some parameters are needed ? Is the Tab not the purpose of my questions ? If not, can you please explain how do I have something updated on this tab. 

 

Thanks a lot for your help,

 

Regards. 

Hi Alex,

 

Thanks for reaching out. What version of IFS Cloud are you using?

 

Regards,

Pubudika

 


Also, are you using Request management?

 

/Pubudika


Hi Pudubika, Thanks for the reply. I am using 22R2 SU7. Yes I do use both request management and request contract. I already made several times the process through the request, until the invoice. 

 

Regards, 

 

Alex.  

 

 


Hi Alex,

The Financials tab is populated based on the Cost lines on Tasks associated with requests, for the object. If you have cost lines for the given cost types, you should see the sum in each column.

I have tested this in our environments and it works fine.

 

Can you please verify if you have reported your costs?

If the issue still exists,  please share a couple of screenshots of your task costs as well.

 

Regards,

Pubudika


Hi Pubudika, 

 

Yes I do have cost reported on my request, as you can see on my screen below, with the same object you can see in my first screen on top of the topic. 

 

Every line is reported, and I do see my cost/revenue on the Equipement Object Cost/revenue’s page, but not on this one. 

Please feel free to reach me out for more update, your help is really appreciated. 

Regards, 

Alex. 


 

Hi Alex,

 

Please report a support issue for this in the relevant track. After investigating more into the issue, I suspect there is a technical mishap and it needs to be corrected.

 

Thanks & Best Regards,

Pubudika


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