Work Order Transfer

General

The Work Order Transfer enables reposting of work order items and correction of the work order with regard to subsequent information or references:

• Capitalization Yes / No
• Account No.
• Work Order Posting Group
• Dimensions e.g. cost center or cost object
• Budget Name
• Budget and Budgetposition
• Type of Activity Code

With the work order transfer, the previously created work order entries are cancelled by new work order entries. Then the expenses are posted again with the new information.

Important basic notes on work order transfer

• The assignment to a technical object cannot be corrected hereby.
• Purchase orders and incoming invoices must be reposted manually, either via corresponding credit memos / invoice corrections or directly in Financial Accounting by reposting the amounts.
• For the reposting of single work order entries to other work orders, the Work Order Reclassification Journals exist in MAIN-TOOL.
• There is no correction of entries, but there is always a new posting (“Reverse Value” and new “Post value”)
• The function allows correcting work orders that are in “Execution”.
• If no work order entries exist, only the work order is corrected.
• The functionality des not correct BC documents, e.g. dimensions in purchase orders with work order reference.

Transfer of a Work Order

With the Search for „Transfer of a Work Order“ the questionnaire can be opened.

The questionnaire is based on 3 Sections in the „Options“ Tab:

• Work Order and Reposting information
• Current work order information
• New work order information

Step 1 – Select Work Order

• The sliding field „Revision“ must be activated if the work order is already closed. Only with this activation, the closed work orders are displayed.
• Then the „Work Order No.” is entered in the field of the same name. MAIN-TOOL determines the current information and displays it.
• A „Line No. (Work Order)“ can be selected in the field of the same name if a single planning line is to be changed.
• „Document No.“ is filled automatically, if a number series has been set up.

The field „Posting with Posting Date from“ must be filled in any case. It enables to post the work order either with the original posting date or a posting date, which can be entered in the bottom (third) section.

Step 2 – Recording Information to be changed

In the (bottom) third section the information to be changed can be entered in all fields, that are not grayed out.

Changing Dimension

If, for example, the dimensions “Cost Center” or “Cost Object” are to be changed, the assignment can be edited by clicking on the Assist button in the “Dimensions” field.

In the Column „New Dimension Value Code“ the new Dimension Value can be selected.

Step 3 - Executing the Transfer

Once the Entry is completed, the Transfer can be executed with the function buttons “Preview”, “Print” as well as “Send to…” (Function button with more options)

Note:

Clicking on „Preview“ does not lead to a preview or a test report in the classic sense, but triggers the reposting, which is then displayed in the form of a “Page View”.