Finance (Financials)

Hi All,I have a problem in Aurena configuration.There is a custom field in the sales info group, it is a ready only field and added by using configuration.Could I possible to add this custom field into search bar in top of the page using configuration.Customer needs to search using this field.When creating this field in IEE client it is ticked as “Searchable”.Is it possible to search using this field and I need to do this requirement using Aurena Configuration

Hi i am  trying to create some custom fields on the following logical unit - GenLedVoucherRow I can approve but when i try and Publish the selection is not available?  

Hi, Do you have any experience with this errror during External Customer Invoices migration : 

Hello All, I would like to know about importing Accrual journals in to IFS 10. I have imported  Journal in external voucher analysis and this is accrual journal in period 4 and it’s been created and posted and I can see in GL voucher analysis but the question is I want this journal reverse automatically in period 5 for which I can’t find any option to see the reversal in period 5 as I get in manual voucher entry.Can anybody please help?Many thanksFenee

Hi,I am having issues with the Setup of a project in IFS8, The project has been set up incorrectly to Capitalize Expenses, under the Financials>Project Accounting>Project screen. However this shouldn’t be the case. A time posting has been posting to the General Ledger,  which I have moved out using a manual voucher. IFS now won’t let this set up be changed.I don’t want to abandon the project and re-create as the WBS and all the demands have bee created so this would be a lot of work for my colleagues. Any ideas on how I can change the “Capitalize Expenses” to  “No Capitalization”  

Dear IFS User Community,I’d welcome any lessons learnt / advice regarding what users are doing to manage IR35 (UK Tax Rules) within IFS.Many thanks in advance. 

We have a business under the who would like to configure IFS to only create GL postings when the supplier invoice is received.At the moment, the posting control setup means when goods are received, an entry into the P&L with the offset being the GRNI account.We would like to switch this functionality off for one company.They have very little goods received which have not been invoiced and the additional transactions differences are hard to reconcile (Often rounding in the postings).Effectively, they would like to receipt the goods, have no financial transactions created and then post the supplier invoice to the P&L (Using the purchase order pre-posting)Is this possible through parameters in IFS? 

Project Engineers are unable to change the status of a Project in the Project Navigator screen in EE client. We are getting below error.  

Hi Team  - I am facing a very typical issue. The value which should be displayed in percent like xx.yy% are getting displayed as 0.xx Example 88.77% is getting displayed as 0.8877 and 20% is displayed as 0.2. Please suggest a remedy to resolve this

I am looking to limit the ability to amend one-time suppliier payment information to specific users in our AP team.Does anyone know the security i need to remove to prevent the user being able to overwrite/save or possibly even remove the ‘Payment Information’ tab altogether??At the moment, anyone who has access to the one-time supplier specific information can amend. 

How vertex sales tax q series works in ifs8 app version SP1+.Can any one please tell me.

Hello All, I have had a request to enable Parallel Currency on an existing company in Apps9 that only has basic GL data and externally uploaded AP and AR invoices. Has anyone looked into how technical this would be to do if it is a small dataset?

Hi, I noticed that lines in the Invoicing Plan are not included in the cashflow forecast, it is not a cash flow source. Is there a reason why this is excluded and is there a way to include the invoicing plan lines (which have not yet been updated to a project invoice) in the cashflow forecast?Kind regards, Simon

We have two different payment methods per Instiute for Direct debits set up Where do I control what GL code these are posted to when completed?  

Apps 7.5.New construction sub contractors VAT handling rules are coming in soon and we have to handle the transactions and HMRC reporting.The new rules mean the sub contractor invoices without any VAT and we have to add on the VAT to the invoice and report it to HMRC. We don’t want to pay the sub contractor the cash amount of VAT.We can setup new VAT codes etc but this would pay the VAT amount to the sub contractor. I am thinking of setting  up a new Tax code with type Tax Withholding with tax received and tax withholding as Payment, will this work? Which Posting controls will need to be changed? Any advice would be much appreciated.

Hi, Has anyone experience of converting an accounting year / period to a calendar date. We have a number of lobby tiles that we are creating. I’ve looked for an API call - but not look.Thanks in advance a always, Matt

Hi. Is it possible to report VAT directly from IFS to the Making Tax Digital system in the UK?

We are configuring IFS to process incoming orders via EDI.  Is there a way for the system to validate the pricing information and create an error when the price sent on the PO (incoming order) is different from the price set-up with the customer based on price lists or agreements or standard price?  We are on Apps9 UPD16We find that when the customer sends an incorrect price on the order line, when approving the order, the system automatically creates a customer order with the wrong price.Incoming price from customer’s .xml file:  Price comparison after the order is created: In this case, we need to use the price from Price List 2 which is $97.92 vs. $96.00 which is what was sent via EDI.

We have recently started utilizing IFS Shipments and really like the simplicity of having one pick list and one delivery note, regardless of how many orders are on a shipment.  However, when it comes to Invoices, especially EDI invoices, several of our customers require one invoice for each order.  When creating Shipment Invoices, is there a setting or a way to have this process create one invoice for each order on the shipment?

Hi All, Is anyone using the Event Action to notify authorizers of new invoices? It’s triggered via the event “NOTIFY_NEW_INVOICES”. Does this work in Apps10?Thanks Alice 

I am trying to look at ways we might  get invoices cleared and approved quicker. One idea I thought was of manual debit notes for any discrepancies we have.  These could be raised to clear the invoice for payment for the value we expect to pay if there is an ovecharge for example until we we receive a credit note to match against Is there any process within IFS that would allow this?

Conceptually, what is a fictive voucher?How does it it work with the transfer ID of a voucher row?

in IFS , we are un-able to close the accounting period 10-2018system generated this errori checked the relation between user group and accounting period.the GA user group is not there in that period; i added it but still error is there; because of the creation date.is it safe to update the  creation dateif not what is the solution. 

I got the following error while Transfering Inventory Transaction History to finance. Error - “The user group AC is not connected to any period with the date 29-FEB-20 in Company xxxx”Function - Mpccom_Accounting_API.Transfer_To_FinanceI checked all the basic setup such as Users per user group, User groups per period etc. and it was ok.Then I selected all the Inventory Transactions for 29-FEB-20 and change the Date applied to 28-FEB-20 and I got the following error. "No Period exists for the date 28-FEB-20 in company xxxx.Any valid reason?When we check the periods it looks like below and ideally it should ends with 29-02-2020 

We submitted an ACH file to the bank with the wrong account number entered.  I need to resubmit to the bank.  How do I void the payment in IFS, so the invoice can be paid again?