Finance (Financials)

Hi All,I have created a tax code and assigned it to customer. But it is not available when I entering the project invoice. Any missing configuration? Thanks.

Hello,I’m hoping someone had had this issue before. An Advanced Invoice for a customer was created incorrectly. It was credited (RMB in the header --> Create Credit Invoice) and a new Advanced Invoice generated.The original debit and credit invoices and CUPIA  are still open on the customer account in addition to the entries for the new Advanced Invoice. Will the original debit and credit invoices and CUPIA offset automatically when the final invoice is created? Is there anyway to offset them before that so that only the entries from the new Advanced Invoice remain open on the account? We  tried a Mixed Payment but get this message:  

HiIs there a cheat sheet on Inventory Transactions History “Transactions Codes”.  Example OESHIP - Ship Inventory Parts:  Created from Customer Order shipments

Hi there,once we create manually a Fixed Asset, we can choose an “object type” with “planned” value, then we got automatically a new tab called “planned” where we are able to put the planned acquisition date and planned acquisition value. It seems that, in FA external file, this field is not existing in the standard ExtFAobject template.Please advise how can we handle it? how can we use the external file template for FA for object type “planned object” (and not only “normal type)thanks and regards,Kherdine

Hello.  When I try to create a depreciation proposal, I get the error below.  Would anyone kindly advise what this error means? Would be much appreciated.  

Hi, I’m looking for latest information regarding development of xml-file for tax report in Norway from jan 2022. Need to have that in place before 11 april when Norweigan customers are suppose to send tax report in xml format to the tax authorities in Norway.  The latest information from IFS is that it is under development. When and how is this released?RegardsMarie

Hi,I have created a new user.New employee was also created with employee status “Pending” because this empolyee will start her contact next month.I have a problem with adding this employee to posting control for cost center and site.I got this message:For site: “The CompanyPerson object does not exist” (user has access to the company and employee was created on the same company) For cost center: “Cost Center does not exist of has invalid date” (I have checked and this cost center exists and have a valid date) Is it connected to the “pending” status of the employe ? Should it be “active” to add this employee to posting controls? Regards,Aleksandra

 We are currently using IFS 9. Where can I find more information or instructions regarding the below?Set up so that we can email our invoices directly from IFS to our customers. Define our customers as private customers or corporate customers. Enter customer specific invoice information per company (we invoice from several companies). We are currently using the yellow notes and that does not work for us. 

Would like to know, if this is the correct method of using the LIKE in a Condition?  

Im running my month end close in IFS and attempting the currency revlaution process. when i try to execute i get a message… This is my AP - UK account. Its set up the same as my AR accounts and AP - International accounts.Im unsure what the problem is as ive nothing to compare against

 We created a  Supplier in IEE and set the Tolerance Currency for PO Matching. In IEE the Currency automatically in the Accounting Currency for the Company. However when checking in Aurena for the same Supplier, now the Tolerance Currency is in EUR. Is this a bug or some setting issue?  

Hi,Do we have Localization Pack related to Mexico.If yes, can anyone share the document.Thanks for the support.

Two part question:Does anyone know what happens when you reach the end of the end value of Invoice Number Series? Does it go back to the start value after reaching the end like an odometer? What is the character max for the end value? thank you

I was wondering if anyone was sending use tax information to Vertex from IFS.

Hi there,In IFS9 I want to add a Tax Code to a Customer : Address tab - Delivery Tax Information tab - Tax Liability : TAX - tab Taxes.However this last tab is grayed out and as I'm working under user IFSAPP I'd expect I have all rights?Does anymore know the cause of this?Thx!Regards,Martin Broekman 

Hi,I m trying to load a supplier invoice using Filerep1 In folder path. But the xml file doesn't seem to disappear from the folder and cannot find any records in application message screen as well.I have checked that file ‘read only’ is uncheckedI have checked the ‘File reader’ is enable in system.What can be any other reasons that this is not loading in the system?Best regardsZuha

We would like to import external vouchers in a batch process.In IFS10, I was able to set the directory in the template, but in IFSCloud, there is no item.How can I specify a file path? IFS10IFSCloud  

Dear Sirs;Do Anyone have manual for the following process?Regards;Yasuda​​​​​​​

Hey all,We are using an external file template (a copy of STDSIN) to import posted and authorized manual supplier invoices into IFS. This has been working for over a year for freight bills.Now I am working on a second manual supplier invoice import where the payment reference (NCF_REFERENCE field of MAN_SUPP_INVOICE) and TEXT field of posting lines have spaces in them. Invoice creation into a “PostedAuth” state works fine, but all the spaces are being removed from the NCF_REFERENCE and TEXT fields.This happens whether I use text delimiters in my external file or not. So, an NCF_REFERENCE ofWeek Ending April 1becomesWeekEndingApril1This is not acceptable because we are using the NCF_REFERENCE to match exactly to expense report name (expense software is separate from IFS). I cannot replace the spaces with something else (like underscores) because then matches will not be found without jumping through a lot of hoops in downstream integrations. The payment reference is designed for that ve

Hi all, sorry, for this simple question but what are the prerequisites being able to define the tax office ID at customer, tab Document Tax Information?BestMattis  

Created on behalf of LCS case G2302287 Is there any functionality in IFS that can automatically dispatch a reminder to a customer say 1 week prior to the due date on the Customer Invoice? We have looked into the "Reminder and Interest" functionality within IFS but could not determine how to dispatch automatic reminder to customer. Thanks

All- I am in high hopes someone can help me.   I am in Aurena (latest release) attempting to setup the 1099-NEC.  The suppleir is setup with reporting & tax codes.   Income types/report types are setup.  A WH tax code is defined.    The tax group is setup to tax codes.   I have processed multiple supplier invoices and payments, fetched tax data and updated the GL.   The tax transactions show up but my report is empty. Best-Christy

We would like to change some GL Account numbers for reporting purposes. Is there any way to move the historical data from one account to another? 

Any suggestions for entering a single purchase order line and allocating the cost of the line to multiple departments (this is a code part).  Currently consumables are shared among different departments, and they would not like to have to enter multiple lines to spread out the expense.  Thank you so much for any suggestions 

Hello, I’m aware that there is no standard way to remove the parallel currency via the client.  Have someone already removed the parallel-currency when upgrading ?Do I also need  to clear all move-data or only basic-data?  ThanksAlex