Adding a Customer Order in Request - Cost and Sales

No Customer Order No shown. If this request was originally created from a Customer Order, this would already be populated

And you can see after its approved, a new Customer Order No is added but not the one I added to the Request - Cost and Sales

Hi!

The customer order will be defined either:

1. If you create the request from a customer order. 
2. When you invoice the request through the invoice preview and creating the customer order from there.

Can you aleaborate a bit on the scenario you are trying to support?

BR//Anders

We were previously using Work Orders and Work Tasks from the Service/Maintenance modules. These both allowed you to associate a Customer Order to the Work Order/Work Task at any point before the invoice preview was created. So when the Invoice Preview was approved it added the sales lines to the Customer Order that was just added.

So as you mentioned for #1 If you create the request from a customer order this works as intended, but It does not seem like this is backwards compatible like it was with Work Orders/Work Tasks. Even though the Customer Order No and Customer Order Type fields are present in the Request - Cost and Sales and Requests pages and are editable attributes by default. 

This is also a problem If I have to create multiple invoice previews from the same request and its not originally created from a Customer Order. Even though it assigns a new Customer Order No at the time the Invoice Preview is approved, it does not save that Order No to the Request or allow me to reuse it on any future invoice previews, So every time I make a new Invoice Preview from that request it creates a new Customer Order.

Hi!

 

The customer order will be defined either:

1. If you create the request from a customer order. 
2. When you invoice the request through the invoice preview and creating the customer order from there.

Can you aleaborate a bit on the scenario you are trying to support?

 

We were previously using Work Orders and Work Tasks from the Service/Maintenance modules. These both allowed you to associate a Customer Order to the Work Order/Work Task at any point before the invoice preview was created. So when the Invoice Preview was approved it added the sales lines to the Customer Order that was just added.

So as you mentioned for #1 If you create the request from a customer order this works as intended, but It does not seem like this is backwards compatible like it was with Work Orders/Work Tasks. Even though the Customer Order No and Customer Order Type fields are present in the Request - Cost and Sales and Requests pages and are editable attributes by default. 

This is also a problem If I have to create multiple invoice previews from the same request and its not originally created from a Customer Order. Even though it assigns a new Customer Order No at the time the Invoice Preview is approved, it does not save that Order No to the Request or allow me to reuse it on any future invoice previews, So every time I make a new Invoice Preview from that request it creates a new Customer Order.

 

So let’s say that you invoice the first part of a request in May and then the second part of it in June for example (Creating one invoice preview for May and one for June) is that really a problem that they end up on two different customer orders and two separate invoices?