Transfer to CO for Invoicing

Explanation

Use this activity to transfer the work order sales lines to customer order. This process will generate customer orders for each and every payer, currency combination by referring sales lines. Customer order lines will be generated by categorizing sales lines from MRO (Maintenance Repair Overhaul) cost type. Sales lines which in state invoiceable will be updated with order information and change the state to transferred.  

Transfer of work order sales lines to customer orders process can be withdrawn by using Undo Transfer to CO in Operations menu. This process will cancel all the customer orders created for the work order. Sales lines in the Transferred status will be changed to the Invoiceable status while removing the references to customer order.

Prerequisites

• The work order header must have been entered and saved.
• The work order must have invoiceable sales lines.

System Effects

As a result of this activity every newly generated order line will be referenced to the connected work order. Withdrawn customer orders created for work order will be cancelled.

Window

Complex Assembly Work Order

Related Window Descriptions

Complex Assembly Work Order 

Procedure

Transfer to CO for Invoicing

1. Open the Complex Assembly Work Order window and query for the applicable work order.
2. Choose Transfer to CO for Invoicing in the Operations menu.
3. Receiving message will show the number of sales lines processed and number of orders and order lines generated.

Undo Transfer to CO

1. Open the Complex Assembly Work Order window and query for the applicable work order.
2. Choose Undo Transfer to CO in the Operations menu.
3. Receiving message will show the number of sales lines unlinked and number of orders cancelled.