Finance (Financials)

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

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

We have a user trying to do a fixed depreciation but got an error because the dep is including assets from 2021 and 2022, any idea what would cause this? I have found the assets in the proposal that has both 2021 and 2022

Good Morning, I have to prepare for a customer meeting on the Group Consolidation topic.  This is a new module for me, and I would need some guidance or expert advice on what is needed for Basic data.  Is there somebody I can connect with, or more information that I can read up on?   Thank you in advance

Hi all,(IFS10, UPD9)For Processing Supplier Invoices, we have activated the checkbox to Inherit Authorizer(s) from Purchase. This works fine for the regular flows. However, when a  Purchase Order Change Order has been made - IFS starts to pick-up the authorizers from the Change Order, instead of from the Purchase Order.When a minor change is made, we allow this to be authorized by only one person. If then an Invoice arrives with a discrepancy,  only the POCO authorizer gets assigned, causing additional manual work. We have raised this with IFS, but this is seen as a feature and not as a bug. Anyone else who has this same issue and can maybe share what solution you have implemented around this? 

Currently our companies are configured so that the invoices inherit the purchase authorization routing when they are matched to a PO.  If there is a discrepancy on a payables invoice that is greater than the invoice tolerance, the invoice will require reauthorization by the purchaser again.  If the invoice matches the po, no additional authorization is required.  This works great except when a purchase authorizer leaves or changes responsibilities.What we’re seeing is when a user who authorized a po is no longer an authorizer, the invoice authorization cannot be inherited and as a result the invoice will get Assigning rule ID 9000 which has no code part restrictions.Is there something specific that we should be doing when a purchase authorizer is no longer a purchase authorizer?Is anyone seeing issues with Invoice Authorizations when purchase authorizer no longer exists?

I got an Purchase Transactions Error “Object OE1009828 in company  XXX has wrong status (Scrapped). FA will not be updated”. Receipt and PO related to this have been cancelled by the user and Object is in scrapped status now.How can I clear this error?

Hi, While attempting to create an accounting structure on a Code Part, it seems IFS Cloud does not succed to display the structure beyond 10 nodes. When I click on “Show more”, a server error occurs.I can send the error message if needed (Invalid URL). Is there something I/someone could do to get this bug fixed as quickly as possible ?Thank you very much,Vincent Malet

Hi,We have discovered a mistake on an periodic voucher that was entered in December 2021. The expense should be period allocated from 01.01.2022 - 31.12.2022, so three periods (Jan/Feb/Mar) have been posted to wrong expense account. Still there are 9 X vouchers remaining with incorrect expense account.Appreciate if anyone could advise what is the best way to fix this issue.Best regards,Roshan.

Hi, I am looking for the detailed localization document for Argentina. Could you please share/ direct me to a source for such document? 

When exporting data from Aurena to excel all of the columns are formatted as Text fields.  Is there a way to keep the field formatting for dates and dollar amounts?

In Aurena, It is noticed that when we change the maximum number of rows for business reports there is a note stating “Max number of rows that by default will be retrieved in a data set during report execution. Should only be modified of there is a need to retrieve large data sets, which might affect performance and lead to memory issues” <see the attachment>Could you please let me know whether there is any limitation in Aurena when retrieving large data sets using Business Reports ?Your feedback and recommendations on this is highly appreciated.

Hi Community,This is for IFS 9 Enterprise Explorer  Currently on the manual supplier invoice screen, when copying unmatched PO receipts from a referenced PO, users are able to manually override a tolerance check while matching PO receipts per line (please see the attached image). We would like to disable this functionality, and abort the process once the tolerance has been exceeded. We don’t want the user to be able to save the supplier invoice at all once the tolerance has been exceeded. Is there any way to anyones knowledge that we can accomplish this? We were considering creating a custom event to check the tolerance again at the time of the manual supplier invoice creation, but if we could do something at the point this pop up appears that would be preferable. Any other suggestions to solve t