Finance (Financials)

My customer has created a new company in their database and by mistake made it a Template Company. The tick-box Template Company is ticked and it is not possible to untick it, at least not for IFSAPP, the application owner. Is there any risk if we untick the tick-box using PL SQL Developer?Switching the Template_Company flag from TRUE to FALSE?  

Trying to generate Customer Statement of Account for (6 months +) using Order reports. It is taking hours to generate a single report for a single customer. Any ways to speed it up?

Dear IFS Community I am trying to figure out if there is any way on linking supplier to a GL account code.  For example, :If I have supplier invoice let say for say Gas or Electric, is there any way the posting information will automatically populate to GL account code for Gas if I choose the supplier account code for our gas supplier,  instead of manually entering the posting information. We have invoices for utilities and transport which will always go to the same GL code and would like to know if I can automate the  this option to avoid invoices getting posted to wrong account and save time looking for account number all the time. Please help and advise, look forward in hearing from you. Kind Regards Swati   

We are not seeing the full process working correctly when we are testing the Credit Card Interface with Apps 10.  It is not processing the Payment, there for the off set transaction is giving the following error:  ORA-20105: CreditCardInt.CUPOAERROR2: CUPOA ledger item NOT found for Invoice number CD 99000033 and occured when applying payment CUPOA  for Invoice CD 99000033. Offset Unsuccessful.We are able to get the authorization and it processes that through PayPal, just don’t see it completing after we have delivered the product.  We have the documentation on the setup, but can’t find anything that will help us beyond just getting the setup.

Could someone explain how the tolerance is calculated on a Posting Proposal and how it is being finally posted? Does it consider both % and Amount defined in the company/supplier level? Reason for the clarification: A customer requested a lobby to reflect the number of PO matched invoices that have the PPV within tolerance and the PO matched invoices that have the PPV outside tolerance.

Hi,The topic created on behalf of an LCS case.Customer is getting an error message “status of opening balance of year 2020 must be ‘Final balance transferred’ or ‘Final voucher created” when performing Final year end.Please assist to resolve the issueBest regardsZuha

Hi,When i m sending a customer order e-invoice, i m receiving the following error. May i know what could be the reasonBest regardsZuha

Hi all,Is there a possibility de create a period allocation on a customer invoice?Thanks for helping,Ivi

Hi all, In Format Specific Info per Institute, you can change the settings from a Unstructed Payment, to a Structured Payment. Structured payments are used, for example, for Danish FIK. These settings come into play to generate the ISO20022 credit transfer XML file.Now IFS has set the lenght of the Unstructed field to 140 characters, but the Structured field to 35. This is causing an issue, as for example Brazilian Boleto payments require up to 47 digits. Is is possible to extend this length, without having to go for a customization, or change the core code?   

Topic raised on behalf of G2323370Current approvals are available for 50% for the credit/ debit note creator and 50% for Assistant Accountants. Need to change this as 50% for Assistant Accountants and 50% for the Accountant.need to change the given approval levels.

According to polish financial law, our Invoices should provide information about the unit price including discount. On the invoices IFS is providing only unit price and discount amount separately. Could you us tell if we need to install any additional Polish localizations for IFS invoices to fulfil this need?

Hi,We are using financial project, we have setup the pre-posting info connected to this Fin.project in the pre posting Tab.By using this Fin project in a customer order we were expecting  that the pre posting Would impact the posting info in the GL. Like the pre-posting of the WBS project.Is there any possibility to make it work this way?Thanks for helping.Ivi   

HI I wondering how can I find the invoices that is related to a part. The auditor wants to see the latest invoices for a specific part number. In “Supplier for purchase parts” I can see the supplier. But some how I must see the linked invoice numbers. But were? Thanks

Hello, Our customer invoice is showing preliminary status and number even if our invoice is in ‘PostedAuth’ status. Kindly check the screenshot:We checked our report layout and background query which is correct and working fine in other environment.  Can you please help with troubleshooting steps ?

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,A

 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?