Pre Posting M65

Hello ​@audreyS 

In the charges section, change distribution charge by and set blank, then enter connect to line and connect to release no fields to select specific PO line.

Preposting should be inherited from purchase order line for charges automatically

Hope this helps

Hello Furkan 

I just tested it with the settings you told me to use, and unfortunately, it doesn't apply the pre posting to the project.

Hi, 

This did not sound normal, so I tested. 

In my tests the M65 generated postings to the project.   

Did your PO line(s) have project connections, and did the charges lines have connections to the PO lines?     Double check this. 

Best regards, 

Thomas

Hi ​@Thomas Peterson 

Yes, my purchase order is correctly linked to a project, and my expenses are correctly linked to the order line, but when I create an invoice, M65 does not take the project's pre posting into account. 

I know it's because of this setting, but we can't change it manually. I opened a case with IFS, but they told me to submit a request on the IFS Community.

Hi Thomas

I want to clarify that the expenses are indeed being posted to my project, but in the analytics, they aren't being assigned to the project, and my client wants them to be the same. 

Sorry, but, … 

You show the expense side connected to the project.  But is the charge type on the PO connected to the PO line?    I’ve asked, but you don’t include the image of the charge type, nor did you confirm that the charge type is connected to the same PO line that was connected to the project. 

I know the business events, how they work, and the various pre-postings settings.  I’ve changed them probably over 100 times. Yes, I know this. I’ve been an IFS Finance consultant since 1997 and have not found a need to edit those business events in probably over 10 years.

If the request is - we want M65 to post to project and activity sequence, IFS does that if your PO is correct. 

  If the request is on M65, obtain (for example) the pre-posting for cost center from the sub project, then that setting you described has nothing to do with that need.  I know this as I’ve tested many many times.