Hi,
Why am I unable to create an invoice preview for a work order structure even though there are sales lines that haven’t been invoiced in both work orders. It lets me create it per work order but not for the whole structure.
![](https://uploads-eu-west-1.insided.com/ifs-en/attachment/4377ef2c-8b8a-49d8-94a7-aac49c084de9.png)
Thanks,
George.
Hi,
Why am I unable to create an invoice preview for a work order structure even though there are sales lines that haven’t been invoiced in both work orders. It lets me create it per work order but not for the whole structure.
Thanks,
George.
Hi,
Why am I unable to create an invoice preview for a work order structure even though there are sales lines that haven’t been invoiced in both work orders. It lets me create it per work order but not for the whole structure.
Thanks,
George.
quick input. Dou you have any of the tasks in the structure not in state reported ?.
Both work tasks are in a reported status.
Hi
Can you please let us know the version you are testing in ?
I tried in IFS Cloud 23R2 SU8 version and it worked fine.
Best Regards,
Thilini
Hi,
I am in 23R2 SU6 version.
Thanks,
George.
Hi
May be due to a missing fix or the criteria for creating the invoice preview is not met.
Is the work order connected to a service quotation?
Anyway, if possible, send us a case and we will investigate on it.
Best Regards,
Thilini
Hi
I have tried this in a later version and got the same result. Therefore, I must be missing something. Are you able to write down the steps which you followed to achieve?
Thanks,
George.
Hi
Sure, please find the steps below.
Kindly check if there is any difference in the test flow followed.
Best Regards,
Thilini
This worked, thank you.
This seems to have an impact if the parent has work task transactions against it?
In my scenario we have an original work order which has a quotation that is accepted. The tech gets out there and isn’t able to fully complete the job. Therefore we create a second work orders with the additional requirements so a second quotation can be created. This is then placed in the original WO structure. When this is complete we then want to bill both of the work orders.
Is there another way to deal with this?
Thanks,
George.
Hi
You are most welcome.
I tried the mentioned test flows and please find my investigation results below.
This is how the standard functionality works.
Test flow 1: Top work order is connected to a service quotation.
If the top work order is connected to a service quotation, then invoice preview can be created only on work order level, but nor for the structure. You cannot select work order structure in the invoice preview.
Test flow 2: Parent work order with work task and transactions.
Test flow 3: Parent work order with work task and transactions and connected to service quotation
Test flow 4: Parent work order with work task and transactions. Parent work order is not connected to a service quotation, but the child work orders are connected to service quotations.
This is how the standard functionality works and I think you first example is quite similar to Test flow 4. Here invoice preview will not be created for the whole work order structure, if there are child work orders that are connected to service quotations.
Hope this helps.
Best Regards,
Thilini
Thank you for your help.
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