Projects Based (Contract/Resource Management, Project Management, Engineering Design & Deliverables)

Hello, We are using Apps 10, UPD13. Has anyone come across this error? Do you know how to prevent it? Navigate to original project invoice - status = PostedAuth RMB > Create Correction Invoice RMB on one of the lines for the reinvoice of the line > Project Transaction Change Sales Price from 177 to 124.80 >Save Error - Identical tax codes are not allowed. Adjust tax setup on address and/or object level. This is a work process that has been done numerous times for this customer/address and for other customers/addresses but we haven’t seen this error before. "Identical tax codes are not allowed. Adjust tax setup on address and/or object level." Thank you, Joann 121212

The line number within Sales Contract is a sequence. So, if you start off with lines 1, 2, and 3 and you make a change and delete line 2, you end up with lines 1 and 3. In reality for the sales contract is only for these two lines, the old line 2 is no longer relevant for this newer revision. Our customer is not happy with this. Has anyone else had customers who did not like this numbering convention or perhaps have found a way around this phenomenon? Thank you Patrick

Issue: Project Transactions Invoicability is set as “Delayed Invoicing”, still project transactions were considered for “invoicing” and invoice status is “Paid Posted”. What can be the reason or Is it a bug? Thanks & Regards Pratik Shah

Hi good morning Community of IFS Excuse me i have a problem with some botton, only the first time i push this botton appers me an error, this error say “{"error":{"code":"ODP_UNSUPPORTED_URL","message":"Invalid URL."}}” The action is carried out satisfactorily but users are drawn to this type of problem, has it ever happened to them, could you help me by guiding me on what I can do in these cases, Thanky you!

We have an access permission problem when converting a “Shop Order Requisition” to a “Shop Order” via the function “Create Shop Order(s)”. Normally we can quickly find the missing projection by using the log window in debug mode.But in this case, the log does not show any missing projection in the log files (The projection “ShopOrderRequisitionHandling” is already fully granted). What could be the reason for this and how can we find the missing projection(s)?

Our client has a time reporting setup as follows: Employee: Report time and confirm time Line Manager: Authorize time Project Manager: Approve time However, can project time approval for cost accounting be controlled until the line manager authorizes the time?

Schedule of work estimate change management - We would like to use SoWE for change management as this requires a greater level of detail than that in the Sales Contract. The customer has a very specific need for presenting invoices which does not align with the detail in the SoWE. I am aware that change management can be achieved with SoW Production, however, this does not allow you to update the Sales Contract by Contract Item. It seems that at this point, it can only be done if the Sales Contract is set to ‘Contract Change Order Change Capturing Level = Cost or Revenue Element’ Could anyone explain this behavior?

We are generating a Sales Contract to enable AFP. We then link that Sales Contract to a Project and in turn generate a Schedule of Work Estimate (SoWE) from the project to allow us to build out the estimate. Having built out the estimate, we connect to the Sales Contract and send over the data from the SoWE based on Revenue Sub Project lines. So far, all good. The Sales Contract Revision and Items contain the data based on what was sent over from the SoWE. However, when we select items within the lines and choose the button option ‘Activities’, there are none showing. The Customer would have expected to see the connections as when passing over from the SoWE, there is an option that says ‘Update Without Project Activities’ and we do NOT activate that. Instead, we find ourselves having to make the connection manually. Is there a way to connect them automatically? What is the function of that toggle?

Hello everyone, I’ve noticed that the Planned Cost field in the Margin section is editable but does not seem to be directly linked to the cost elements added in the Monitoring section. Is this the expected system behavior? Is there a way to configure or automate synchronization so that changes made in Monitoring are reflected in Margin? Looking forward to your insights and suggestions! Best regards,

We have run into an issue that I would like to bring up in the community. It could be that we have missed a piece of existing functionality or we might face a gap that we have to navigate around somehow. We are using Project Deliverables to design a number of products to be shipped to the customer project site (new address for every project). There are multiple shipments created for a project, up to 40 deliveries (shipments) is not uncommon. I was expecting that a Project Address could be used to define the shipment address. When looking closer at the project address it is our understanding that it only defines the delivery address for purchase orders. If our finding above is correct the first thought is to create a customer address of type Delivery. This is of course possible. However we can’t find anywhere we can set-up what delivery address to use for the Project/Project Deliverables. The only place we have found so far is to create a shipment plan and change the delivery address. B

We are currently using IFS 10/UPD 18. We currently have all parts setup as average cost/cost per part. We also use the project system for shop order processing. Our issue is that due to IFS cascading cost revaluation entries, projects we have closed completely, from the project itself to the financial project, are being created. These are due to average costing changes. We understand the cause. The problem is that outside of the fact we do not want a project to be touched after it is closed, these same transactions become posting errors because the project is closed. The only way to get them to post is to open up the financial project, open up the project and open up the activity. Outside of turning on lot/batch control/changing the project after it is completed, to non-capitalization, does anyone have a superior solution? Thanks, Rich

Hello, When using the Project module, we enter cost estimates in the “Tasks” tab. The origin of planned costs is set to “Activity resources”. Despite the fact that costs exist in the tasks tab and are attached to a cost item, they do not go up to the activity monitoring level. Could you tell me why?

Hi Community, I have a question regarding the project module. On the materials and services screen, I have some misc parts that I will supply using MRP. Once the reservation of the parts done, is there any option to do issue in mass all the parts ? It seems that the option is only available for each line individually. There is a possibility to create a project pick list but it seems to be a report and not linked to any logistic process. Any idea or suggestion regarding this process ? Thanks,

Hi Team, We have below requirement: We have implemented budget control in IFS only on certain ‘controlled’ WBS (activities), there are other activities which have a budget and are not controlled or have no budget at all. As well as having this control on an individual activity level the system is also applying it at a project level, so if the spend against all activities is greater than the total budget against all activities it stops purchasing. We do not want this. We only want it applied at the specific activity level. There is an option for ‘Control on total budget’ but this relates to what ‘cost elements’ are included in the calculation. We only have two cost elements (COST and REVENUE) so this doesn’t really do anything. Can we look into whether it’s possible to turn this control on the total budget off somehow? So essentially we use the below toggle to turn budget control on for projects and apply it for any activity that has an entry in the ‘Project Budget Control Rules List’ W

Hi Community, I am currently exploring some features related to "Resource Management." I have created a resource as a "person group," and the group's capacity is based individuals within it. I planned the resource on a project and made an allocation for one employee in the group.Based on HR calendar, the employee has some days OFF. I don't understand why the scheduled capacity does not consider this absence in its calculation. When using the "Resource Analysis" screen, project managers can view resource scheduling, but it appears that the capacity is not adjusted for absences. Has anyone else encountered this issue? Is this expected behavior?

When a person is connected to an resource group and when that resource group is their primary resource group the resource group is fetched correctly in time registration. But I am able to see the other resource groups and able to select other resource groups and saved the record too. An employee should be only seeing the resource groups only connected to them and not all the resource groups which in the company. Any solution for above. Our employees work in multiple resource groups and they are tagged in for specific resource groups?

Handling of Advance Payments for Sales and Subcontracts are not handled by IFS in the respective modules themselves. Always I had used a workaround solution such as Mix Payments to handle advance payments. Clients expect that to be an embedded feature like Retention in Sales & Subcontracts. Could anyone propose a solution here plz?

I’ve got the following scenario: I created a first version of a BOM in EPDM and imported this via Cadlink in IFS. Result Engineering parts (and structure) are created. I selected the parent part of the BOM to a project deliverable and selected the option copy PDM structure all levels. Result the components of the structure are created as Project Deliverable components. So far so good. Than the BOM in EPDM is updated (new revisions of components or new components added), via Calink the changes are added to IFS and added to the engineering “structure”. Now i want to update my project deliverable to with the changes made to the parent part and underlaying parts, but with the option Copy PDM structure all levels , the full list of components is added again so of lot of components are double in the project structure. Any ideas? Kind regards, Vincent Heijmer

Community, we are testing Project Delivery when components are manufactured in different sites. We would like to know what is the IFS solution for the semi-finished material movement in one activity or multiple activities. components are manufactured in different site, but within the same activity. components are manufactured in different site, but in different activity. the semi-finished part 30-120 how to move from site 2 to site 1 in the above 2 scenarios? attached the diagram illustrated in the above 2 scenarios.

Hi All, Currently we are using WBS for the Project Management. Want to explore Cost Breakdown Structure (CBS) option too. As, I am pretty new to Project Management in IFS , request you to please help me in any documentation or screenshots related to CBS setup step by step. I am really confused regarding how system will identify the required Cost element and capture the Committed cost in Project Forecast window when we connect a Project and Activity to a PO Line in Purchase Order window and release the respective PO. Do we have any screen, where I can connect defined Cost Elements to required Project and Activity? Note: We have decided to keep around 50 Cost/Revenue Elements. Thank u so much in advance 😊 Best Regards, Rakesh

From Sales Contract I’ve started the creation of a new Application for Payment (AFP). In the dialog, shown below, there is a field called Project ID. The pulldown has no values, not even for the project to which the sales contract is connected. What is this field for? How is it used? Why aren’t there any values inserted by the application when the dialog is opened? Example AFP showing Project ID

Hello - We are on Apps 10. On the shop floor workbench screen, why is there no option to change company? The same shop floor employees need to report to shop orders on multiple companies. There is not a change company option on the RMB. Thanks

When the user opens the Project Transactions Review screen or presses reset, the system appears to be insert the current week (Monday thru Sunday). Might there be a setting that controls this? Our customer is not happy that the dates are being set as a default and wants them to be blank. Thank you.Patrick

Community, Any idea how to maintain project safety stock in IFS? Thank you. Ron

When entering Project Activities using the following numbering structure, it automatically places the order by grouping the numbers as shown, resulting in 1.10 being listed before 1.2 etc. Is there a way to prevent this? 1.1 1.10 1.11 1.2 1.3 I want the sequence to be as follows: 1.1 1.2 1.3 1.10 1.11