Create Revenue Transactions for Maintenance Order

Explanation

This activity is used to create revenue transactions on work orders that are created for a maintenance order. When the maintenance order is released (in IFS/Vehicle Information Management), work orders are created (in IFS/Work Order Management) in different ways, depending on the distribution type on the maintenance order. These work orders will have the VIM connection type and contain all operations (instructions and subtasks), materials, tools-and-facilities etc. that are transferred from the maintenance order.

This activity can be performed multiple times, and for each time it is performed the system will check the prerequisites and create or recreate revenue transactions for the tasks that meet the prerequisites.

Prerequisites

To create revenue transactions for the tasks on the maintenance order, the following must be completed:

• A customer must be registered on the maintenance order.
• The task must be in the Work Done status.
• If a service quotation is connected to the maintenance order to which the task belongs, the service quotation must be in the Accepted status.
• If a service quotation is connected to the task, this quotation must be in the Accepted status, and the task must be accepted.
• The work order must be created for the task.
• All work order cost transactions originating from the task must be in the Authorized status.
• There must not already exist a revenue transaction for the tasks that have been authorized.

System Effects

If the task is connected to a service quotation that is in the Accepted status, and the task itself is accepted:

• The cost transaction lines for the task are set to the Not Invoiceable status and the price from the quotation will be used for invoicing.
• A revenue posting line is created with a document text with information from which quotation it originates, the task and task description from the maintenance order and the text entered in the Work Carried Out field on the maintenance task.
• The revenue posting line will be created in a status that makes it valid for authorization, which needs to be done before transfer to the customer order.

If the task is not connected to a service quotation but is connected to a maintenance order that is connected to a service quotation in the Accepted status, and if this task is registered as a non routine and the emergent work percentage on the quotation is not 0:

• The cost transaction lines for the task are set to the Not Invoiceable status.
• A revenue posting line is created, where the sales part is retrieved from the sales part defined as the one for emergent work for the site.
• The revenue posting line is created with a document text with information that it originates from emergent work on a quotation, the task and task description from the maintenance order, and the text entered in the Work Carried Out field on the maintenance task.
• The revenue posting line will be created in a status that makes it valid for authorization, which needs to be done before transfer to the customer order.
• The sales part price is the sum of all prices for the corresponding cost transactions for the task.

If the task is not connected to a service quotation but is connected to a maintenance order that is connected to a service quotation in the Accepted status, and if this task is not a non routine task, it is considered as scope that needs to be done in conjunction with the other work, but that cannot be invoiced. For such instances,

• The cost transaction lines for the task are set to the Not Invoiceable status.
• No revenue line is created.

If the task and the maintenance order to which it belongs is not connected to a service quotation, but a customer is registered on the maintenance order, it is considered as if the work will be invoiced to that customer. For such instances,

• The cost transaction lines are set to the Not Invoiceable status.
• A revenue posting line is created, where the sales part is retrieved from the sales part defined as the one for emergent work for the site.
• The revenue posting line is created with a document text with information from the task and task description from the maintenance order, and the text entered in the Work Carried Out field on the maintenance task.
• The revenue posting line will be created in a status that makes it valid for authorization, which needs to be done before transfer to the customer order.
• The sales part price is the sum of all prices for the corresponding cost transactions for the task.

If the distribution type on the maintenance order is set to Execution Logic Structure, all revenue lines will be created on the top work order in the work order structure. In all other cases, the revenue posting lines will be created on the work order for the task.

Window

Report In Work Order

Related Window Descriptions

Report In Work Order
Report In Work Order/Postings
Create Revenue Transactions for Maintenance Order - Dialog Box

Procedure

1. Open the Report In Work Order window and query (F3) for the necessary work order.
2. Click the Postings tab.
3. Right-click and then click Create Revenue Transactions for Maintenance Order. The Create Revenue Transactions for Maintenance Order dialog box opens.
4. Click OK.