Q&A Discussion of IFS Solutions for our IFS Employees, Partners and Customers
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Where can we get a listing of transaction codes from the ERPs to allow us to analyze which transactions we would consider “manual journal entries”. Are these codes subject to stricter control within and outside of the IFS system? Also does IFS APPS10 have the capability to implement a “park/post” feature that enforces segregation of duties for manual journal entry prep and post? Thank you,
Hi,I am currently working on an Avalara tax integration for a Canadian customer.Does anyone have experience with Avalara Tax integration for a Canadian company? Your insights will be most valuable when sorting the questions below. 🙂The correct tax amounts are in the application message for the Avalara tax return. However, IFS fetches only PST/HST/QST taxes, and the GST amount is dropped from the Customer Invoice tax line. 1. Is there any special IFS Application setting for a Canadian delivery address?2. Why are GST/TPS taxes not fetched in Customer Invoice lines?3. Why does the Application receive the country as the jurisdiction code for the GST/TPS tax line?4. Is there any special configuration on the Avalara side for Canadian tax? SS - Application Message SS - Customer Invoice Thank you
Hello,I am not sure why our task.schedule_value is changing from 20000 to 38000. BR 99 is set up to update task.schedule_value to 20000.Response Code value is blank.
We have just upgraded to 24R2 and I’m trying to change the default value for a customer order to the identifier reference from the Customer. I have the Value in the Site set to this: ${CustomerInfo.IdentifierReference} but I’m unsure how to filter to the particular customer selected by the user.
Lesson I have learned:If you need a REST API with any SQL statement, you can use either the Query Designer or Quick Report.Example of using REST API with Quick Report:https://MY_SERVER/main/ifsapplications/projection/v1/QuickReports.svc/QuickReport_xxxxxx(my_parameter='1234')) Note: xxxxxx is a randomly generated number when we create a Quick Report.Remember to use an underscore in QuickReport_xxxxxx.
Hello Dears i want to get some ideas about how i can track the No. of invoices that were either posted or Noted in Posting proposal for a specific user i have asked each one to type his name in the invoice receipt field in the invoice header , but i have no idea how to get use of this data and how to fetch it
Is anyone using this space in Cloud and might have documented instructions they are willing to share?
When converting a Lead to a Customer, we ‘d like to make the Account No field read only or hide it from view, to prevent users from manually entering details.How do we do this in Cloud (23R1), is is possible?
As Part of a Service Management implementation we’re considering setting up the Service Technicians vans as a form of Mobile Warehouse but the Support documentation we’ve been able to find indicates that this is primarily intended for use in Part Searches, it makes no reference to what impact this would have on MRPIf our client manages some of the items contained within warehouse type VAN, will these parts be considered when MRP runs if they are also managed on a Safety Stock or Reorder point planning basis?
We are using the Advanced Planning Board to schedule resources within [certain] work centers. (The resource represents employees/workers rather than machines in our setup.) The APB tool is not loading the resource with its maximum capacity each day. Rather than loading a resource at the full 8 hours it can handle, we are seeing 4-6 hours being allocated per resource per day. Is there a setting or configuration needed per resources to achieve this?Because the resources are not scheduling to their full “potential”/capacity, the work center is also showing less 100% capacity each day (generally we are seeing around 60% capacity for the work center).We would like the APB tool to schedule these resources at their full capacity, resulting in work centers at [or close to] 100% capacity each day.
Hello everyone,I'm looking for some insights on how to set up planning within the IFS Project module. We want to implement planning for purchase requisitions and purchase orders in the context of projects.Has anyone already configured this kind of setup in IFS?Are there any best practices or specific functionalities to activate (e.g. links between project planning, procurement needs, milestones, etc.)?Thanks in advance for your help!
24R2. As soon as work task is finished IFS automatically generates time records for assigned person/employee.Is there a function to roll out this record/records for all Team participants?Customer needs information of time records spent by every Team member.
I use the Child Relation Editor to link to related tables without issue. In the example below I can successfully link to PRODUCT and use field form PRODUCT on this screen. I now want to link to product_ext so the link would be stock_serial_id → product → product_extHow do I do that? I have tried the below. However I get the error below when adding a field from PRODUCT_EXT so my linking method must be incorrect. Any help on the correct procedure would be appreciated.Thanks,Barry
Hello, If we have a task that is allocated to a resource, they have not clicked on any statuses, if the resource wishes to move that task to the following day, i just want to confirm that the drag drop function applies to this scenario. Can we simply drag the task to the following day in console if it is the same resource without restrictions?
It is my first time using ACTION with an IFS REST Connector for Cloud in Boomi. I am specifically using the Invoke action “PromoteToObsolete” on a document. This is the Post request:https://**********************.com/main/ifsapplications/projection/v1/ManageDocuments.svc/DocIssueSet(DocClass='{DocClass}',DocNo='{DocNo}',DocSheet='{DocSheet}',DocRev='{DocRev}')/IfsApp.ManageDocuments.DocIssue_PromoteObsoleteI’ve been using this forum to help me start but I think I’m stuck because I have multiple parameters that I need to pass. I am currently receiving a Bad Request so there must be something wrong with the way that I am passing the parameters.Before my Connector, I set up a “Set Property” shape of a Dynamic Process Property that contains he value that I will be using for the Bound Entity Set Parameters:After that, I connected it to my Connector. In the Dynamic Operation Properties tab, I call on the DPP that I set earlier as the Bound Entity Set Parameters. (in additional, I added the E
The PROJECT INVOICE should have direct access to the Customer details with hyperlink. This is already in place and active with the CUSTOMER INVOICE.
Hi, does anyone know why in this routeApplication Base Setup>Enterprise>Customer>Customer>CRM Infounder the representatives list some customers show an “add” button (first image) while some other customers don’t (second image)? Also if i try to add using the only available button i see this error
Hi All,We are using IFS Cloud 24R2 and MWo app based on this version.When Downtime Enablement Per Work Type Category is enabled then it works fine in IFS Cloud. How about assignments that are executed from MWo, as there seems no functionality in MWo where the downtime is asked for mobile used before closing assignment. The mobile user completes the work assignment and work task moves to Work Done status without asking for downtime registration.Please correct me if there is any setting or configuration that need to be done for Mobile app to use the downtime feature ?Thanks for your responses and help in advance.Regards,Srinivas
When attempting to edit B2B navigation for customer's environment, we are unable to see any way of editing the navigation for B2B users. The options don't appear on the Navigator Designer page in main and logging in as IFSADMIN to B2B show NO Navigator Designer option? Test Steps:Log into B2B and check for Navigator Designer related Jira : TEAURENAFW-3192
Hello,I saw a post Aurena Custom Command - Multiple Records that it is possible to select multiple records and execute Navigation Link.Is this possible or will this be possible for ExecuteQuickreport?I want to select some Purchase orders and then run a quickreport based on the selected records.We are currently on 23.1.7 Kind regards
Hi,I am facing an issue with mismatch in Unused Days in ‘Absence Limit Days’ Please see above screenshot, it is showing Days Used as 6 and Days Unused as 20. When clicking on Details, it is showing Unused Days as 18. I have checked employee has applied only 4 days leave, so why it is showing unused days as 18, it should be 20 days? How to correct this mismatch? ThanksVikas Jain
Hello everyone,our customer performs many manual changes in PSO. When we execute a mass change, we encounter the following issue: only some of the unplanned activities are assigned to the selected resource, while the rest are returned to the unplanned activities pool.According to the documentation, there should be an option to fix activities to a specific date and time. However, this option is not visible in our system. How can we enable this option?I have admin rights, and we are using version 6.13.0.51. Thank you in advance!
I am currently working with a client undergoing a major organizational restructuring. Naturally, this will impact various aspects of IFS, but especially the graphical organization structure.Everything from the hierarchy of organizational units to transfers between different units will be affected over a three-month period. This is not a very common scenario in any organization—certainly not on this scale—given how many individuals and units are involved.What is the best way to approach this? Where should I start, and what are the key elements I must not forget or overlook? Any insights or past experiences you can share would be greatly appreciated.
Is it possible to deploy PSO v6.15 to the same middletier kubernetes cluster setup for IFS Cloud FSM (24R1)?
Dear all,We were exploring the IFSAPP10 online documentation and we found the RCM ANalysis module, which has the Receive/Prepare/Execute the RCM Analysis.I have some questions about this functionality.1. Is this available for IFS App10?2. how do I use it, can someone share any support document? Is there any image as example? Because in the online documentation has some generic support documentation and I couldn’t understand how it really works.
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