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

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!

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

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

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

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

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