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Issue with Pre-Posting Inheritance When Using Work Task Templates in Service Quotation

  • July 1, 2025
  • 1 reply
  • 66 views

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In IFS Cloud 24R2, when starting from a service quotation, the preposting can be added after quotation acceptance in the "Prepare Work Order" step.
However, when using work task templates added in the service quotation, the tasks already exist in the flow, and the preposting from the work order header is not inherited by these tasks. As a result, preposting must be manually added to each individual task.

Is there a way to resolve this issue or apply a workaround?

1 reply

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  • Author
  • Do Gooder (Employee)
  • July 8, 2025

Clarification Note:

Under the service quotation, the work order exists in draft form until the quotation is accepted; however, a work order number is not yet generated.
In parallel, when a template is used under the Jobs and Templates tab, work task(s) from the template are incorporated and linked to the draft work order.

Once the service quotation is accepted, the work order is formally generated, and users can proceed to the "Prepare Work Order" page to add preposting.

At this point, since the work tasks already existed, the preposting data from the work order header is not inherited by these tasks.
As a result, preposting must be manually added to each work task.

 

Question: Is there a workaround, or is it possible to create a workflow for this scenario that automatically populates the work tasks with preposting?