To generate service orders
To generate service orders, complete these steps:
-
Link the reference activity to the Activities (tppss2100m000) session. In the Reference Activity field, use the browse arrow to
zoom to the Reference Activity session.
Link the reference activity to the Activities (tppss2100m000) session. In the Reference Activity field, use the browse arrow to zoom to the Reference Activity session.
Note
You can only link reference activities of the Field Service type or the General type that are not expired.
-
Run the Generate Budget from Reference Activity (tpptc2250m000) session.
Run the Generate Budget from Reference Activity (tpptc2250m000) session.
-
Run the Generate Control Data (tpptc1230m000) session.
Run the Generate Control Data (tpptc1230m000) session.
Only for projects budgeted by activity and controlled by activity, budget lines are considered. LN uses the activity budget lines to generate the service orders.
-
Generate service orders and service order activity lines
using the Generate Service Orders (tppss6250m000) session. The status of the service
order is Free.
Generate service orders and service order activity lines using the Generate Service Orders (tppss6250m000) session. The status of the service order is Free.
-
The order is processed and costed in Service.
The order is processed and costed in Service.
-
When the service order or the service order activity line is
set to Costed, the costs from Service are transferred to Project.
When the service order or the service order activity line is set to Costed, the costs from Service are transferred to Project.
-
You can view the aggregated cost in the Cost Transactions (tpppc2100m000) session.
You can view the aggregated cost in the Cost Transactions (tpppc2100m000) session.
-
From Invoicing, the service cost is posted to Financials.
From Invoicing, the service cost is posted to Financials.
Note
You can manually link a service order activity line or a service order to an element/activity/extension in the Service Orders Links to Project (tppss6120m000) session. The cost is added to Project based on the default cost objects defined in the Project Accounting Parameters (tpppc0100s000) session.