Finance (Financials)

Hi, I'm getting below error when sending verification proposal :Parsing Error : Element '{http://www.govtalk.gov.uk/CM/envelope}GatewayTest' has a value which does not match the fixed value defined in the DTD/Schema. Also what is the connection with the outgoing load file ID and response send to HMRC ?Your advice is highly appreciate. Thanks.

Dear IFS-Community,is it possible to set up a pseudo code with a tax code?I already checked the external payment parameters but I can’t set up the tax code for the whole message code.I’m a bit confused because in my opinion this is a standard case if I want to automate transactions on accounts.Hopefully I’m just blind 🤓GreetingsFrederic 

Hello everyone, We are currently in the process of automating the customer reminder process and want to use the Event Action Send Email for this. We would also like to personalise the email for the customer as much as possible (which we consider to be a minor requirement 😊 ), i.e. the customer number and customer name should appear in the subject line.Now that doesn't seem like such a small request, and we haven't been able to manage it.😑We are unable to proceed with the values in the conditions in the ‘Event Action Details’ screen. However, I sincerely hope that the issue is on the screen side 🙄 and that it is quite simple to resolve. Can anyone help us please?    

Considering that IFS does not allow the creation of a supplier check without generating a voucher, what is the recommended approach to handle post-dated checks where the check is issued to the supplier ahead of time, but the accounting entry should only be recognized in a future period?

Hello All,I have a customer requirement, where they want to run a periodical capitalization and revenue recognition. However, they do not want to reverse the revenue recognition postings on next period rather they want to keep calculating and posting the revenue to be recignized on the periodical basis.Ultimately, they are looking for the result fo monthly report and yearly report for revenue recognized for a long term projects which has ifecycle of minimum 3 years?I know IFS standard functionality, will always reverse the previous period voucher and calculate again cumulative amount to be recongnized. but did anyone has similar kind of requirement and solution suggestion for this?ThanksRaj

We are using MRO in IFS Apps 10, mainly for Component Repair Orders and Complex Assembly.We are facing an issue where costs for Component Repair Orders (Customer-Owned parts) are correctly accumulated in WIP, but are not transferred to COGS when the related Customer Order is invoiced. As a result, our finance team has to manually move WIP to COGS.Current ProcessOur standard process is: Create Component Repair Order (Customer-Owned part). Book material and labor → costs are posted to WIP (working correctly). Create Sales Line manually in Component Repair Order. From CRO, use RMB option “Create Customer Order” and transfer sales lines. System automatically creates Customer Order and Customer Order Line. Invoice is posted and paid. Observed IssueWhen the Customer Order Line is created automatically, the ownershi

We observed, in Cloud 24R2, that in GL Voucher Rows Analysis, the code part fields are all clustered together and it would not be possible to insert a different column between them and have the columns exported to Excel that way. We can, for example, use Column Chooser to put Amount after Cost Center, but when exporting the results to Excel, this column ordering is not enforced, instead all code string columns are in order together. Furthermore, we could not place fields in between the code string fields within page designer, as code string is it’s own group. Are we missing something, or is not possible to export results from here with columns in between the code string columns?  

A new version of Perfidia v4.50.225 has been released. The actual version can be downloaded here:https://www.perfidia.de/downloads/psa/psasetup.exePerfidia Forum can also be accessed with GuestAccess (Gastzugang)https://www.perfidia.de/Perfidia?action=forum

A new version of Perfidia v4.50.224a has been released. The actual version can be downloaded here:https://www.perfidia.de/downloads/psa/psasetup.exePerfidia Forum can also be accessed with GuestAccess (Gastzugang)https://www.perfidia.de/Perfidia?action=forum

Hello everyone, we have run into a situation where a previous period 11/2025 was open and we are unable to close that period. the validate transactions in progess shows Error of Transactions waiting to be transferred from Distribution and/or Manufacturing. What i checked as of now is the following:User per user group: all closed Distribution and Manufacturing posting analysis status code 99: nothing, tried <>3 : nothing. Rerun erroneous Distribution and Manufacturing postings : Nothing. Voucher entry for period 11/2025: Nothing. Transfert inventory transactions. Transfert purchase transactions.And still the error is checked. Thanks in advance for your help.

 I am currently conducting tests for a Chinese customer and I want to check the Invoice Jinsui box on the customer order. I remember that there was a setting for this on the customer record, but I can no longer find it. My customer is using version 24R1.Can you please help me?Thank you.  

When you have transaction code external on an invoice, the cost does not come through, works fine with transaction code MANUAL and M93. Is there a basic data setup that is missing?

Hello, most of our taxable suppliers were handled outside of IFS because they were on a credit card. We are now limiting credit card usage. Is there a General Ledger query I can run to look at possible sales tax owed by GL account? 

Hi All,  We are evaluating Peppol compliant e-invoicing suppliers to cover Western Europe.  Does anybody have any recommendations on providers to consider or avoid?  Our criteria are: compliance; integration with IFS; experience; complexity/time to implement; and cost. Thanks. 

 During year-end setup, a voucher series was created for all voucher types, following previous practice.However, voucher type PV (Payment Voucher) was unintentionally made available for Supplier Invoice posting (User Group AC).Result: Invoice could be Preliminary Posted But Final Posting was blocked by IFS (control worked as designed) Invoice stuck in PaidPrelPosted state due to wrong voucher type usage Please advise me. i dont know what to do ​​​​

When trying to create an instant invoice for a Swiss company using Swiss Invoice 27 Modula 10 we get presented with the below error:  Can anyone advise where IFS is trying to pull/create this payment reference from so we can ascertain why it is the wrong length. Is there some other set up we need to do for this?Thanks

At which point is the IFS exchange rate attached to a customer order/invoice? If an order is raised in Feb but invoice goes out in March I believe it’s the March ex rate that is used? but does the ex change rate ever get attached to the order, or does it only get added to the process when the invoice is raised?

Do we have any option in IFS to manage lessor accounting? The customer has two companies configured in IFS — one operating as the lessee and the other as the lessor. While the standard lease module supports lessee accounting, how can we handle the lessor side? Any workaround or alternative approach would also be appreciated.

Hello everyone,In addition to the reminder, we would also like to attach the corresponding customer invoices to the email. Is that possible? What is your experience in this regard?

Hello,We have a business requirement.Currently, suppliers must be configured per company (payment and invoice settings). We have many companies and many suppliers, is there a way to define a supplier as global so it can be used across all companies without having to configure payment and invoice attributes for each company individually? Thank you   

Hi, Does anyone possible have an idea on why one could receive the following errors when trying to validate the SAF-T Norway file?Line: 8734, position: 7 - The element 'TaxRegistration' in namespace 'urn:StandardAuditFile-Taxation-Financial:NO' has invalid child element 'TaxAuthority' in namespace 'urn:StandardAuditFile-Taxation-Financial:NO'. List of possible elements expected: 'TaxRegistrationNumber' in namespace 'urn:StandardAuditFile-Taxation-Financial:NO'.Line: 8834, position: 7 - The element 'TaxRegistration' in namespace 'urn:StandardAuditFile-Taxation-Financial:NO' has invalid child element 'TaxType' in namespace 'urn:StandardAuditFile-Taxation-Financial:NO'. List of possible elements expected: 'TaxRegistrationNumber' in namespace 'urn:StandardAuditFile-Taxation-Financial:NO'. Line: 11888, position: 7 - The element 'TaxCodeDetails' in namespace 'urn:StandardAuditFile-Taxation-Financial:NO' has invalid child element 'BaseRate' in

Hi guys, My finance team came with a question about control type and I don’t know the answer. When we create a service charge for work order they must do the posting and we don’t know each one of below control post type we should use for get the department and site of the employee. Anyone can help?IFS 25.1.7

Hi All,Do you have any instruction how it is possible this situation?When one company has several Tax ID Numbers in different EU countries, and in these countries the sending invoice data to Tax Authority/Government is a mandatory regulation? The IFS contains several E-invoice processing type for different countries. The E-invoice processing type can be se ton Company/Invoice page, General tab. It means, that the standard IFS e-invoice function can be set only on Company level.  When the company has several Tax ID Number, we are not able to set this on Company.How can we set and manage/send invoices in this situation?  

Are the Customer Aging Analysis Window and the Customer Ledger Age Analysis Order Report supposed to be in sync as it relates to the aging buckets?  Ours have different numbers in the buckets and I am not sure if that is by design or if we have a setting wrong in our system?