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Question

Screen available on EE but not on AURENA

  • February 17, 2022
  • 7 replies
  • 292 views

Forum|alt.badge.img+13
  • Hero (Partner)
  • 161 replies

Hello to all,

I have this screen on EE : 

But I can't find it on AURENA in APPS10.
Where do you think it is? Does it exist on AURENA?
Thanks in advance!

This topic has been closed for replies.

7 replies

Kasun Balasooriya
Superhero (Employee)
Forum|alt.badge.img+20
  • Superhero (Employee)
  • 347 replies
  • February 17, 2022

Hi @TheoB,

 

In Aurena you will have to grant the related projection for this window to be able to access it. 

May be it is the Customer Offset Proposals screen that you are looking for?

Navigating to details on any item takes you to Customer Offset Items. If this is what you are looking for, the projections are  CustomerOffsetProposalsHandling and CustomerAutomaticOffsetItemsHandling respectively. 

 

Thanks,

Kasun

 


Forum|alt.badge.img+13
  • Author
  • Hero (Partner)
  • 161 replies
  • February 17, 2022

Hi @Kasun Balasooriya,

Not at all. This is another screen.
On EE the "Customer Offset Proposals" screen is present and on AURENA as well.
However, I cannot find the "Customer Offset" screen on AURENA.
Thank you for your help!


matt.watters
Ultimate Hero (Partner)
Forum|alt.badge.img+26
  • Ultimate Hero (Partner)
  • 697 replies
  • February 17, 2022

Refer to this dealing with Supplier Offset in Aurena. Likely the same process for Customer Offset.

 


Dinushi Liyanage
Hero (Employee)
Forum|alt.badge.img+11
  • Hero (Employee)
  • 164 replies
  • February 17, 2022

Hi @TheoB ,

The Aurena client has an extra matching method, called “Manual” in order to support manual customer/supplier offset process using offset proposals. RnD provided this “Manual” option via a functional enhancement patch: 152998 in UPD8.
So for you to have access to to this functionality, you must have UPD8 or higher.
 


If this matching method is selected, an empty proposal will be created which is independent from the customers. The invoices/prepayments can be manually added in the detail level using the “Select Multiple Invoices/Prepayments” page.
You can select only one currency at a time when loading a new proposal and the invoices/prepayments (except advance invoices) that are authorized for payment in that currency are available for the selection. The payment amount can be manually modified in the detail level in order to balance the positive items with negative items. Here, the actual difference should be equal to zero in order to approve the offset proposal for creating payment transactions and voucher. 
The system will not allow you to select Advance Customer Invoices, this is the designed functionality of Aurena App10 and it is advised to use the Mixed Payment Window as a workaround.

Further, please note that:

  • RnD provided functional enhancement patch 153985 in UPD9 extending the manual offset in Aurena to deal with foreign currency invoices.
  • Patch 152998 does not handle the recalculations of payment deviations (Discount, WHT, write offs, deductions) upon changing the payment amount in the offset details. 


Hope this helps.

Kind regards,
Dinushi


william.klotz
Superhero (Customer)
Forum|alt.badge.img+21
  • Superhero (Customer)
  • 479 replies
  • February 17, 2022

Hi @TheoB ,

 

We use IFS Application 10 Update 8 and the Customer Offset Proposals screen is available in Aurena on our system.   You must make sure you’ve provided the users the access to the page by granting access using the proper projection I believe its the “CustomerOffsetProposalsHandling” projection.

 

 

 

Regards,

William Klotz


Forum|alt.badge.img+13
  • Author
  • Hero (Partner)
  • 161 replies
  • February 18, 2022

Thank you all for your answers.
I'm testing this and will get back to you as soon as possible.


Dinushi Liyanage
Hero (Employee)
Forum|alt.badge.img+11
  • Hero (Employee)
  • 164 replies
  • March 17, 2022

Hi @TheoB ,

The Aurena client has an extra matching method, called “Manual” in order to support manual customer/supplier offset process using offset proposals. RnD provided this “Manual” option via a functional enhancement patch: 152998 in UPD8.
So for you to have access to to this functionality, you must have UPD8 or higher.
 


If this matching method is selected, an empty proposal will be created which is independent from the customers. The invoices/prepayments can be manually added in the detail level using the “Select Multiple Invoices/Prepayments” page.
You can select only one currency at a time when loading a new proposal and the invoices/prepayments (except advance invoices) that are authorized for payment in that currency are available for the selection. The payment amount can be manually modified in the detail level in order to balance the positive items with negative items. Here, the actual difference should be equal to zero in order to approve the offset proposal for creating payment transactions and voucher. 
The system will not allow you to select Advance Customer Invoices, this is the designed functionality of Aurena App10 and it is advised to use the Mixed Payment Window as a workaround.

Further, please note that:

  • RnD provided functional enhancement patch 153985 in UPD9 extending the manual offset in Aurena to deal with foreign currency invoices.
  • Patch 152998 does not handle the recalculations of payment deviations (Discount, WHT, write offs, deductions) upon changing the payment amount in the offset details. 


Hope this helps.

Kind regards,
Dinushi

Hello,

Glad if you could mark this as the best answer if it answered your question.
Thanks!

Kind regards,
Dinushi