Prepost Work Task

Explanation

Use this activity to manually enter code part values to be used when financial transactions are created. These values are validated against the code part values in IFS/Accounting Rules. The code part values are later used to create financial transactions for the work task. The preposting information overrides any values created by posting control.

The procedure of setting the pre posting on a work task is according to following:

• If there is any pre posting defined for the actual object connected to task (which can be Equipment Object, VIM or Linear Asset), those pre posting values are copied to the work task. If the actual object does not exist, and the task is connected to a PM Group, pre posting values are copied from the PM Group (if they exist).
• If the work task is created from a Customer Order, pre posting code part values of the customer order are copied to the work task.
• If a service contract line is connected to the work task, pre posting code part values of the service contract line will overwrite existing code parts on the work task pre posting.
• If a project activity is connected to the work task, the full pre posting (all code part values) of the project activity line will overwrite code part values on the work task pre posting. The project code part of the project will overwrite code part value and not be possible to change.
• If the work order has pre posting when the work task is created, the code part values are inherited to the work tasks pre posting. (Updating the work order pre posting will not update the pre posting on exiting work tasks).
• It is possible to manually update the existing pre posting at any time.

Prerequisites

Before the information is entered, the following must have been completed:

• The Override field in Posting Control must display 'Allowed' for the specified posting types.
• The code part values, for example the cost center, must have been entered in Code Part Values.
• The work task must exist.

System Effects

As a result of this activity, work task pre postings will be updated and those code part values will be taken into account when generating transactions related to the work task.

Note that pre postings of work tasks will not be copied to the purchase requisition lines. Any pre postings defined on purchase requisition lines would only be considered on work task accountings only if postings relevant to work task purchase transactions are defined with the control type A10(copy from source).

Window

Work Task
Work Tasks
Prepare Work Order
Work Order Structure

Related Window Descriptions

Work Task
Prepare Work Order

Procedure

Use the following procedure to enter the information:

1. Open the Work Task or the Work Tasks window, alternatively select the Work Task tab in the Prepare Work Order or the Work Order Structure window.
2. Query the work order and then select the appropriate work task. (F3)
3. Right-click and point to Pre Posting to open the Pre Posting dialogue.
4. In the dialogue, use the List button to select a code part value, for example a cost center, for one or several fields.
5. Save the information.