PICK IN and PICK OUT Transactions does not pick the Project Pre Posting

Hi ​@Kavinda_Jay ,

Thanks for raising this — based on your screenshots, the Project isn’t being populated during inventory transactions (PICK-IN / PICK-OUT) even though your Business Event configuration is set to “Include Project.”

Here’s what you can check to ensure it works end-to-end:

🔍 Step-by-Step Troubleshooting

✅ 1. Business Event Configuration – Confirmed ✅

From your second screenshot, you’ve already enabled:

• Project Pre-Posting: “Include Project” on both M1 and M3 posting types.
  ✔️ Great — this means the system can include project details if provided.

⚠️ 2. Posting Control Setup – Likely Missing Project Link

In your Posting Control setup for M1, I don’t see a Control Type for the “Project” (usually AC22 or similar) listed in the Code Part Columns.

You’ll need to:

➤ Add a Posting Control line for Code Part = “Project”

• Control Type: Usually AC22 – Project Connection

• Posting Type: M1 (Inventory), and also check M3 if applicable

• Override: “Allowed” (optional, depending on config)

Without this, even if the Project is available in the transaction, the system doesn’t know how to post it — so it skips it.

🔄 3. Verify Code String Templates (Optional, but helpful)

If you're using pre-defined code string templates, make sure the “Project” dimension is enabled and mapped for Inventory/Project-related postings.

📋 4. Final Confirmation – Test It

Once the Project is included in the Posting Control for M1 and/or M3:

• Re-execute a test PICK-OUT or PICK-IN.

• Check the Inventory Transaction History > Accounting tab.

• You should now see the Project populated.

🧠 Additional Tip

Make sure the Project ID exists and is active in the current company/site. Invalid or mismatched project setup can also silently block the pre-posting from completing.

Let me know if you'd like help setting up the control line or want a sample configuration.

Best regards,
Aaron J. | Solutions Architect

Hi ​@Kavinda_Jay,
 

Thanks again for your question!

Here are a couple of IFS Cloud 24R2 documentation references that may help as you continue working through your setup:

Posting Types and Control Types
This section provides detailed information on setting up posting types and control types, including how to configure control types like 'AC22 – Project Connection' for specific code parts such as 'Project'.
Link: Posting Types and Control Types - Technical Documentation For IFS Cloud

Events in IFS Cloud
This section explains how events can be used to automate actions within IFS Cloud, including the configuration of business events that may impact inventory transactions.
Link: Events - Technical Documentation For IFS Cloud

Best regards,
Aaron J. | Solutions Architect

Hi ​@ajohnston 

Thank you very much for your reply.

It seems I cannot use control type AC22 here.(I don’t have an option to define multiple projects in posting control details)

I can see project pre-posting for other MI postings like ARRIVAL. However, I cannot see it only in the PICK IN/PICK OUT transactions.

Thank you.

Hi ​@Kavinda_Jay,

Thanks for the follow-up!

If you’re aiming to connect Projects to inventory transactions (like PICK-IN / PICK-OUT), you can try adding the AC22 – Project Connection control type to your Posting Controls for both M1 and M3 Posting Types. Here's what that looks like from a recent setup I did:

⚙️ Setup Tips

✅ Posting Control Entry for M1 and M3:

• Code Part Name: PROJECT (or Code Part C)

• Control Type: AC22 – Project Connection

• Valid From: A date before today (e.g., 2024-01-01)

• Override: Not Required unless you want to allow exceptions

🔴 One thing to watch out for:
Changing the Pre-Posting setting from "No" to "Yes" typically requires IFS Developer Studio access. If you don’t have that, you’ll need to:

• Submit a request to your IT/IFS Admin team, or

• Work with your hosting partner if you’re on a managed environment.

🔗 Connecting the Project to the Transaction

Once you’ve configured the Posting Control, the Project won’t appear automatically unless it’s sourced from one of the following methods:

I hope this helps! 

Best,
Aaron | Solutions Architect

Hi ​@ajohnston 

Thank you very much for the further help.

Do we need to set up any details for M1 and M2 posting controls you have mentioned above?

Thank you.

Hi ​@Kavinda_Jay,

If everything is correctly configured for M1 and M3, but the Project still isn’t appearing in the Inventory Transaction History, it’s worth checking whether the Project’s Posting Group has been assigned — this is a key dependency for project-related financial posting in IFS.

Every project should have a Default Posting Group. This determines which Posting Control rules IFS uses to generate GL entries for project-linked transactions.

If the Posting Group is missing:

• The system may not know how to resolve the GL account.

• It can skip the Project entirely or silently fail to post it.

🔒 If you don’t see the Posting Group field in the Project screen, it may be hidden or restricted based on your user role. You’ll need to work with your IFS Technical Team or System Admin to verify and assign the correct value.

✅ Troubleshooting Checklist

1. Posting Control – Valid From

• Make sure the Valid From date on the PROJECT (Code Part C) line in Posting Control is before today’s date.

• If it's set to today, the system may skip it depending on the transaction’s timestamp.

2. Pre-Posting Enabled on Business Events
Go to: Business Event > Posting Info for PICK-IN and PICK-OUT

Ensure:

• Pre-Posting = Yes

• Project Pre-Posting = Include Project

⚠️ If this field is locked, it may require Developer Studio access or a configuration update from your IFS admin.

3. Transaction Source Includes the Project
The project must be introduced from one of the upstream sources:

4. Code String Includes Project
Navigate to: Accounting Rules > Define Code String

• Confirm Project (Code Part C) is active

• Ensure it’s not disabled or hidden for inventory transactions

Wishing you success!

- Aaron