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Replies posted by Malgorzata Palatynska

72 Replies

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FEKTSIRYSidekick (Partner)

asked in Finance (Financials)

Posting Control PP12

Hi @FEKTSIRY Which app version are you talking about? Have you set up a third currency?If so, and this is APP10 or IFS Cloud it can be cause of using this posting type. Maybe in third currency this posting is not balanced ? Best regards,Małgorzata

MelTanyaSSidekick (Partner)

asked in Finance (Financials)

Preposting not being mapped on M30

Hello @MelTanyaS Can you please get back to your customer order and check if you the pre-posting on order lines is filled in ?Posting type M30 posts revenue from sale, so pre-posting on order lines should be filled in.If you add pre-posting on customer order header before adding order lines, then pre-posting will be inherited to pre-posting on order lines. However, if you first add order line and then fill in pre posting on customer order header then pre-posting on order line should be filled in directly on order lines. For this purpose posting type M104 should be defined. Best regards,Małgorzata

MelTanyaSSidekick (Partner)

asked in Finance (Financials)

Preposting not being mapped on M30

Hi @MelTanyaS I assume that you have checked if entered value for code D is valid for transaction date ?BTW - ‘Override’ on posting types does not apply to pre-posting. This parameter is intended only for Code String Completion.The order in which postings operate: pre-posting code string completion - if override is allowed posting rules Best regards,Małgorzata

Malgorzata PalatynskaHero (Employee)

asked in HCM (Human Capital Management, Payroll)

APP10 - Posting rule TX7 and control type AC2

Hi @ADDMARIAE Thank you, it works :) Best regards,Małgorzata

Furkan ZenginSuperhero (Partner)

asked in Finance (Financials)

Tax No Country Code in JPK File (KodKrajuNadaniaTIN)

Hi @gumabs could you please let me know which app version are you asking for ?There are several rules and it may work differently depending on app version.For example, in the APP9 it looks like below:Fields <KodKrajuNadaniaTIN> (Country of tax number) and NrKontrahenta/NrDostawcy ((Tax) Number of Customer/Supplier) should be handled as follows:Fetch Tax ID Number as today: Fetch Tax ID Number from Tax Transactions window. In case of document from customs, it will be replaced by Tax Id Number of supplier from invoice reference stated in General Invoice Info. In case of transaction without Party Type/Identity fetch company Tax ID Number. Remove all characters from Tax ID Number other than letters and digits. If Tax ID Number is empty, <KodKrajuNadaniaTIN> should be empty and <NrKontrahenta>/<NrDostawcy> should have value ‘BRAK’.Otherwise fetch Invoice Address ID from Tax Transactions window. In case of document from customs, use address of supplier from invoic

TaMaSidekick (Customer)

asked in Finance (Financials)

Fixed Asset deprection method 100% in a month

Hi @TaMa you can just use 1200 Factor % Best regards,Małgorzata

LARALLEDo Gooder (Partner)

asked in Finance (Financials)

HOW TO SET UP AND USE PREPAYMENT TYPE AND CONTROL TYPE PC8?

Hi @LARALLE First, select the flag Prepayments based on Prepayment Type on company level.Then you need to set up prepayment types in the Prepayment Types screen. One of them has to be set as Default. Now you can use defined prepayment type in mixed payment: Best regards,Małgorzata

ALHAGMOHero (Customer)

asked in Finance (Financials)

External Payments - Create mixed payment insensitive

Hi @ALHAGMO Could you please share what is a Payment Type for this line ? Best regards,Małgorzata

yenSidekick (Partner)

asked in Finance (Financials)

Need advice on PCA

Hi @yen, Firstly, I assume that you have the product groups set up as code part ? And revenue is posting with this code part ?If yes, you can prepare automatic PCA Distribution based on the Product groups code part.Then in the PCA Step Definition you can set up Step for preparation this distribution. Then you can define step Generate voucher with below details: Hope it will be helpful 😊 Best regardsMałgorzata

Zuha SamsudeenHero (Partner)

asked in Finance (Financials)

Create record with matched amount higher than paid amount

Hi @Zuha Samsudeen in my opinion it depends on setting in the supplier screen.In the Tax Withholding/Reporting screen the parameter Withholgind Base should be set as Actual Paid Amount. Then the reduced amount should be paid. Best regards,Małgorzata

FPOCDo Gooder (Partner)

asked in Finance (Financials)

HOW USE M18 AND M20

Hi @FPOC having these M19 / M20 postings depend on settings in inventory part. Please attach a screen with inventory part window and tab Misc Part Info.What values there are set in parameters Inventory Valuation Method and Supplier Invoice Consideration ? Best regards,Małgorzata

XitThejaGSidekick (Partner)

asked in Finance (Financials)

Posting proposal not enabled on Manual supplier Invoice

Hi @XitThejaG Please note that the proposal status is Balance. The Final Posting option will be available once the proposal status is authorized.Go to the Authorize tab, check if there is an authorizer and use RBM to authorize these postings. Best regards,Małgorzata

K4uLinalMSidekick (Partner)

asked in Finance (Financials)

the right click "Reprint Original" in the "Customer Invoice Details" screen

Hi @K4uLinalM as far as I remember, the Reprint Original option is only available to user who issued this invoice.For the other users, the Reprint Modified option is available. Best regards,Małgorzata

yarkinsozbirDo Gooder (Customer)

asked in Finance (Financials)

Inventory Transaction History Pre-Posting

Hi @yarkinsozbir As I can see in the attached screens the problem is with the ARRIVAL transaction.Please have a look at the Business Event view. For the ARRIVAL transaction type the Pre-Posting option is not available for posting types M1 and M10. Pre-PostingIndicates if pre-posting will affect the posting of the event or not. This is system defined and cannot be changed by the user. Possible values are Yes and No. However, even when it is set to "No", the event might be pre-posted with project pre-posting. Best regards,Małgorzata

Buddhika NanayakkaraHero

asked in Finance (Financials)

Error on FA depreciation more 1 financial year

Hi Buddhika, I assume that there is problem with depretation for 2021 and 2022 years, not exactly with objects from those years.You cannot prepare depreciation proposal that contains two accounting year. The customer should first generate depreciation proposal by the end of 2021, post them. And in the next step, they can prepare depreciation proposal for the 2022 year. Best regards,Małgorzata

Pawel Dworzynski

asked in Finance (Financials)

Configuration to Send Self-Billing Invoice

Hi Paweł, there are two checboxes that should be ticked:1st - the checbox Self-Billing in the Supplier > Invoice > Po Matching tab 2nd - the checbox Allow Self-Billing in the Supplier > Purchase > Message Default tabAdditionally, the type of Receiving Advice must be selected.The receiving advice can be of two different types.It specifies which type is used for the particular supplier or whether both types are used. The default value is Do Not Use.Do Not Use: The receiving advice is not used at all for the supplier.Arrived Goods: The receiving advice of type Arrived Goods is used for reporting back to the supplier about the receipts that have arrived. It includes information about the arrived quantities and arrival dates.Approved Goods: The receiving advice of type Approved Goods is used for reporting back to the supplier only about the receipts that have been received into stock. It includes information about the arrived quantities as well as the approved quantities after q

amrflynnSidekick

posted in Finance (Financials)

Unable to adjust prepayment to another order

Hi @amrflynn could you please explain why it would a problem ?You do not need to cancel any batches or payments.I’ve written about removing this prepayment from the customer’s order. Before you do this, you should remove prepayment invoice, that propably has a Preliminary status.As long as this invoice exists, you cannot remove prepayment and the provided error message will appear.Please try to verify if the prepayment invoice has been issued and in which status it is. Best regards,Małgorzata

jtobinSidekick (Customer)

asked in Finance (Financials)

How do we offset 2 parked supplier payments

Hi @jtobin you can use the Supplier offset window to settle them.In the Transactions tab tick the checkbox Parked Payment if you want to choose these parked payments. Best regards,Małgorzata

K4uLinalMSidekick (Partner)

asked in Finance (Financials)

Creating a supplier invoice for several receipts

Hi @K4uLinalM could you please share any additional details with us ?Are you asking the Self-Billing functionality ? Best regards,Małgorzata

amrflynnSidekick

posted in Finance (Financials)

Unable to adjust prepayment to another order

Hi @amrflynn this error message appears when prepayment invoice has already been issued.You can check it in the Prepayment Invoices Tab.If this invoice is in Preliminary status you can remove it.Go to the Customer Invoice window and choose Remove Prepayment Based Invoice option available under RBM.After that, you can remove payment. Best regards,Małgorzata

asked in Finance (Financials)

disable match certificates per line in Manual Supplier Invoice

Hi @iran, Do you use the ‘Posting Proposal’ functionality ?If yes, the ‘match certificates per line’ option is not available in the Manual Supplier Invoice page.Please go to the ‘Posting Proposal’ window and on the invoice line use the 'Match..' option. Best regards,Małgorzata

InesSidekick (Partner)

asked in Finance (Financials)

Final year end : balance accounting currency not equal to zero

Hi @Ines, When the fiscal year is closed finally, balance for assets and liabilities accounts must be equal to zero. I had this error message when balance for accounts of type ‘Statistics, incl. in Opening Balance’ wasn’t zero.Please check if for this account type the balance is zero.You can check it in the GL Balance Analysis window asking for account type.BR,Małgorzata

BeaOvidiRDo Gooder (Partner)

asked in Finance (Financials)

Pre-posting override for M30

Hi @BeaOvidiR As I remember, pre-posting is always superordinate to posting rules.It works in the following order:1. pre-posting2. code string completion3. posting rules The posting rules can be overwritten by the code string completation if it allowed (Override column) Best regards,Małgorzata

LinkSuperhero (Customer)

asked in Finance (Financials)

Changes in depreciation methods

Hi @ Link, it depends. If the method has been used to calculate depreciation, I do not recommend changing it via plsql.If it has not been used, e.g. it is a new company, without any transactions, and only the settings will be changed, you can update it via plsql. Best regards,Małgorzata

LinkSuperhero (Customer)

asked in Finance (Financials)

Changes in depreciation methods

Hi @Link, if the deprecation method (in this case method 40) has been used in object (Object > Books), the value in the Change Base Value column cannot be changed.I think, a better solution will be to create a new deprecation method with a new definition in the Change Base Value field. Best regards,Małgorzata

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