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Question

Copy/Paste Posting Information on invoice IFS Cloud

  • November 12, 2024
  • 4 replies
  • 182 views
R
Do Gooder (Customer)
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We recently updated to 24R1 and noticed that a function that is used frequently by us for manually posted invoices was removed. The ability to copy and paste posting information. 

This is used due to our authorization combination rules that many within the company fail to recognize. After filling in the posting information authorizers and acknowledgers are removed leaving the invoice in status “Balance”. The easiest way to sole is by copying posting information, deleting and pasting to trigger the rule. 

 

I can not find a reason to why it was removed anywhere and if it will return in future updates. 

 

 

    4 replies

    T
    Superhero (Employee)
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    • Thomas Peterson
    • Superhero (Employee)
    • November 13, 2024

    Hi, 

     

    Not sure what you describe as missing, but in posting proposal you can see options. Copy latest postings, or probably a better option to use a posting template.  The template would include several posting lines (typically). 

    This is near the lower section of the posting proposal screen. 

     

    smukk
    Do Gooder (Partner)
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    • smukk
    • Do Gooder (Partner)
    • December 10, 2024

    We also experience the same after update to 24R1 - this is what we are missing: 

     

      J
      Do Gooder (Customer)
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      • JGHSUSAN
      • Do Gooder (Customer)
      • February 12, 2026

      This is very much a required function used by multiple users in apps 10 and no easy workaround in cloud. We need this functionality in this screen

      PRODQ
      Superhero (Customer)
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      • PRODQ
      • Superhero (Customer)
      • February 12, 2026

      As I understand it...There have been some issues with copy/paste not performing ‘cleanly’.  In 23R1, we had tax postings on customer invoices and shop order material transactions becoming ‘orphaned’ and requiring data fixes from IFS Support where rows had been copied/pasted.  

      I believe the ability to copy/paste has been removed while Support work on fixing these issues.  

      It may be it will be re-introduced in later releases when resolved.  

      If you raise a case with Support, I’m sure they’ll advise…

      Linda

      Linda
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