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Is there a setting somewhere in IFS Cloud 22R2 that sets the created Work Task Sales lines as "not invoiceable" by default?

  • September 18, 2023
  • 4 replies
  • 217 views

LenaicDAVID
Hero (Employee)
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Hi,

Status Invoiceable is set by default on the created Work Task Sales lines whenever there is a customer added on the work task.

 

Customer scenario is that IFS Cloud (currently in 22R2 SU10) is used as an EAM solution and not as an ERP. Invoices are not managed in IFS Cloud. However they do need to connect each Work Task to the relevant Customer, which leads to all Work Task Sales Lines to be created as “invoiceable” by default.

In order to close Work Orders and Work Tasks, the customer has to manually set all Work Task Sales Lines to “not invoiceable”

A setting to change this default behavior did not exist in Apps 10 according to this post:

 

Has it been introduced in IFS Cloud and if so in which version?

If this functionality does not exist, is there a way to use Page Designer to set the field “State” to the value “not invoiceable” by default?

Thanks

Kind regards

Lénaïc

Best answer by James Ashmore

I do not believe there is any parameter for this. If a Customer is on the Work Task the state will be set to Invoiceable.

You will need to follow the advise of Alex and use BPA to update this post creation.

Please add as an Idea though so this can be considered as an enhancement in the future

Cheers

James

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4 replies

Alexander Heinze
Superhero (Employee)
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I don’t think that Page Designer will help here, but a BPA should easily do the job (even gives you conditional logic if that’s ever needed) if nobody comes up with a system parameter.


LenaicDAVID
Hero (Employee)
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  • Author
  • Hero (Employee)
  • 116 replies
  • September 29, 2023

Hi @James Ashmore 

Would you know whether such setting exists now in IFS Cloud or not?

Thanks

Lénaïc


James Ashmore
Hero (Employee)
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  • Hero (Employee)
  • 472 replies
  • Answer
  • September 29, 2023

I do not believe there is any parameter for this. If a Customer is on the Work Task the state will be set to Invoiceable.

You will need to follow the advise of Alex and use BPA to update this post creation.

Please add as an Idea though so this can be considered as an enhancement in the future

Cheers

James


LenaicDAVID
Hero (Employee)
Forum|alt.badge.img+14
  • Author
  • Hero (Employee)
  • 116 replies
  • September 29, 2023

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