Finance (Financials)

Hello!I'm hoping I can get some assistance on this questionFor reporting purposes one of our branches would like us to create a GST-Exempt tax code with 0% tax and ensure this will reflect on the Tax Transactions screen.This is currently what we have set up for them, but the NA does not pull on the tax transactions If I were to create the GST- Exempt 0%, how would I ensure this gets reflected on the tax transactions report?Thanks in advance! 

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Hello all, has anyone experienced an integration of the SAP Concur expense report platform with IFS cloud?Have you done it internally or used a third party integrator?Looking forward hearing from you.

When running consolidations, values in the accounts set up in GCP12 and GCP13 are appearing.  They are the total value of our Net Income for all the subcompanies being consolidated and not really “rounding” as the posting control states.  Have we missed a step in the setup?  We created new accounts for GCP12 and GCP13 and they aren’t truly in our financials, so should we worry about items posting to these accounts?  All other accounts are balancing back to our financial statements. 

Dear community,When several Fixed Asset Objets are created at Purchase Order release, does anyone know how to retrieve the link between the PO lines and the connected Fixed Assets ?On PO lines, we can identify the FA objet No when 1 FA objet is created, in the Code F or G field. However when multiple FA objets are created this field is blank.Does anyone knows if a view contains this information ?Our client is using in IFS Cloud 25R2. Thank you very much !

Hi all,I’m interested in how others are handling communication and notes on expense claims within IFS.We’re currently on Apps10 (Aurena) and migrating to IFS Cloud, and we’re reviewing how best to manage information sharing during the expense approval process.We often have situations where additional context would really help, for example: Receipt requested or missing Coding needs clarification Special conditions or agreed exceptions Explaining delays in approval or processing At the moment, I’m not aware of a way of capturing this information within IFS that is visible and consistent for: The next approver in the workflow Finance teams reviewing the claim The employee who submitted it What I’d like to understand How are others managing this in practice? What approach do you use to capture and share this kind of information within expense claims? Is this handled using standard functionality or something more tailored? How do you ensure the information is visible and act

Hi Community,A customer has changed their Financial year from July (July to June) to January (January to December). Due to this reason, in accounting year 2023, they have had a 18 month financial year. In IFS, for accounting year 2023, the periods start from July 2023 and goes till December 2024. Accounting year 2024 starts from January 2025 and goes till December 2025. Therefore, the accounting year and accounting periods have a misalignment.Customer wants to get the accounting year and the accounting periods aligned starting 2027.Therefore, accounting year 2026 has been created as follows.  Having only 1/1/2027 as the year opening and closing dates. Then accounting year 2027 as follows. Validity periods starting from 2/1/2027. I managed to conduct the Preliminary Year End. Currently working on performing the Final Year End.Can there be any issues related to this correction in 2027? Your inputs will be highly appreciated. Thank you. Kind Regards,Nishani

Hi All,I am encountering an error in Cash Plan when running the "Order Snapshot" option.The system is prompting me to define payment terms for multiple suppliers under a specific company. However, these suppliers have no active transactions and no business relationship with this company.Could you please clarify if we are required to link all companies to all suppliers to resolve this error, or if this is a system bug?Thanks

Hi,Hope someone has a good idea for my following case:Two advance invoice were sent to customer and paid(1000aud) in full. After that, the customer order quantity was decreased.The shipment was sent and the last invoice was created(900aud), cupia generated automatically -100aud via offset. In this case, customer has overpaid. Could anyone please guide me how to handle this open cupia?Thanks,

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Hi everyone,We’ve recently installed IFS Cloud 25R2 and have started testing the e‑invoicing features. During our checks, we noticed that the UBL 2.1 file generated by IFS for the outgoing invoice flow does not fully comply with the requirements of the French tax authorities.Some mandatory XML tags appear to be missing, such as the SIREN and the invoice routing address.I’d be interested to know whether other users have encountered the same issue, and if so, what solutions or workarounds you are considering.Thanks in advance for your feedback!

Hello IFS Community ,We are in the process of testing customer payment proposal for direct debiting  ,and as payment method ,  can I know if we can use  any other payment method other than SEPADD (It works fine)as the client doesn't have any Euro customers at the moment .They currently have BACS and ISO20022 payment methods .ThanksUdanee  

Hello,We are a new user for IFS and currently in the build stage.I am looking at the verification of UK VAT numbers.Is it right that I need to personally register for HMRC developer hub account to get a Client ID and Secret?I’ve been able to query HMRC’s test API and successfully verify their test VAT number, but I am not 100% sure that I should be getting a developer ID and secret for this.I do note that the HMRC “Check a UK VAT number API” version 2.0 requires authentication.I just can’t believe that every company who has IFS needs to register a HMRC developer account to be able to use this functionality.Thank you,

Hi,When we create a customer e-invoice based on a customer order based on work orders,  information from all the underlying work orders are sent along the invoice as a separate attachment (named “invoice_specification”). This is a big problem for us as the work orders contain internal information that we don’t want the customers to see. We just want to send the invoice to the customers. How can we prevent the attachment with all the work order information to be created and attached to the customer e-invoice?Thank you,David

Hello, I have been asked to set up automatics ACH payments in IFS. Is there any resources out there on how to do this? I am not finding anything. Please keep in mind that Finance is not my area of expertise when answering. Thanks.

Hey all,So, like almost everyone, I’m pretty new to Report Studio in IFS Cloud. We have been using Crystal Reports and because that is getting deprecated, I’m having to learn it pretty quickly.Anyway, there have been two things whilst making the laser check print, that should have been easy to do, but weren’t, and because I couldn’t find them, I thought I’d share.The first was the payee address, this was coming out as a single line, which is less than ideal. After a week, I brute forced it after adding a calculated field to the ADDRESS_LINE table, with the data member as the ADDRESS_LINE and the expression as [].Join( [PAYEE_ADDRESS], Char(10) ). Nowhere in the documentation, does it explain this, especially that part where [] is the data member.The second part was the amount. We pad the start with asterisks, but the format would not stick for whole numbers, so, 1200 would not come out as ****1200.00 even though I had the format setup. After a day of trying I came up with this:Iif(Roun

 Hello ,I need to test mixed payment file loading for one of the customers  , May I kindly know if anyone is  having experience related to the flow or  have a  guideline doc related with it please.Thank you  in advance . 

 We have used Vertex integration for US Sales Tax in Apps 9  for many years. Currently upgrading to IFS Cloud. Not sure what needs to be done to configure this and the IFS help is not much help! Anybody on here familiar with the setup/config? 

I see the column “Invoice Text” in the Supplier Invoices Analysis but I cannot figure out where are the data in this field pulled from?  Where can I enter the text in Manual Supplier Invoice so that I can see it later in the “Invoice Text” in the Supplier Invoices Analysis report?  It is in IFSCloud

We are attempting to use the Prototype Shop Order to create first run sample parts.  As noted, a Prototype Shop Order does not use a buildable structure or routing, so while we do have structures and routings identified, they are in a Tentative status.  We use standard costing for our manufacturing parts, however, with the tentative structures and routings, no cost can be calculated.  Our parts are set up as Zero Cost Forbidden.  We processed various shop orders under the prototype shop order and on our inventory transactions page, there was an inventory value given to the parts.  I have looked at the shop order details, etc., and I am just not sure how an inventory value was calculated.  It did not use actual or estimated, and it did produce an unfavorable variance.  Please help me understand how an inventory cost was calculated.  

Is IFS working on the new version 1.4 of the Norwegian SAF-T report required from Skatteetaten required from 01.01.2027? We need this for IFS APP10 update 27.

Hello there!I was able to create an order report using the Report Generator.However it’s only available as a PDF file.I have been looking for a method to enable the xls file from the IFS and I found the Community post - Excel output from Order Report.It gave me a direction for my research, but the links aren't working, do any of you have the functional links or the documentation available?

I need your advice/guidance on the below. Is there a different screen, history/archive where we can access the CIS Payment and Deduction statements? I was able to download them on the day when I ran the tax return from the below screen. I went back to download copies but there is no data showing.  

cannot approve a mixed payment that has a period allocation, I am trying to move a payment from a supplier account to the balance sheet. I have created the appropriate amendment, but I receive an error when I try to approve.  

Hi All, Our customer has a scenario, where the VAT should be calculated on the gross amount (ideally including retention) and match invoice with certified valuation but IFS standard works the other way, VAT will be calcuated always on net amount after deduction of Retention amount. Did anyone gone through the situation and find a way to solve this? THanksRaj