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What's the flow for combining service orders on one CO?

  • July 15, 2022
  • 4 replies
  • 106 views

JerryB
Hero (Employee)
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I have a customer asking if and how we can combine ESM service orders on one customer order post invoice preview change?  I’m sure there’s a simple way and we didn’t lose that ability but I can’t figure it out.

Best answer by EqeRobertK

Hi Jerry, maybe this is what you are looking for. you can link a Customer Order to a Work Order (or multiple Work Orders) in teh Customer Informnation section of the Prepare Work Order. When you create an invoice, this should go via this CO.

 

4 replies

EqeRobertK
Superhero (Partner)
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  • Superhero (Partner)
  • July 15, 2022

Hi Jerry,

I think this function should do the trick:

Use this dialog to invoice the services provided on a specific site across all work orders for a particular customer. So far I know it is now possible to invoice per WO (use RMB in Report in Work Order) or invoice all sales laine for a specific customer per Site. I am not sure if it is possible to make a specific selection of WO’s. 

Does this help you?

BR,

Robert


JerryB
Hero (Employee)
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  • Author
  • Hero (Employee)
  • July 15, 2022

Hi Jerry,

I think this function should do the trick:

Use this dialog to invoice the services provided on a specific site across all work orders for a particular customer. So far I know it is now possible to invoice per WO (use RMB in Report in Work Order) or invoice all sales laine for a specific customer per Site. I am not sure if it is possible to make a specific selection of WO’s. 

Does this help you?

BR,

Robert

No, this is just normal functionality that I know.  If I have several service work orders I want to bill against one customer order and on one invoice, how do I combine them?  We could do that in pre-apps 10.  Also,  I prefer to see things in IFS Cloud and not Apps.


EqeRobertK
Superhero (Partner)
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  • Superhero (Partner)
  • Answer
  • July 15, 2022

Hi Jerry, maybe this is what you are looking for. you can link a Customer Order to a Work Order (or multiple Work Orders) in teh Customer Informnation section of the Prepare Work Order. When you create an invoice, this should go via this CO.

 


JerryB
Hero (Employee)
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  • Author
  • Hero (Employee)
  • July 18, 2022

Yep, that seems to still work...thanks!