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.
Solved
What's the flow for combining service orders on one CO?
+13Best 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.
+15Hi 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
+13Hi 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.
+15Hi 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.
+13Yep, that seems to still work...thanks!
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