Replies posted by EqeRobertK

212 Replies

MiguelAlejosDo Gooder (Partner)

Error: Spare part in Work Task.

Hi @MiguelAlejos ,First thing which comes in mind, is the Site of the Work Task the same as the Site of the Object?In case that that Site if different, then you should add spare parts of that site to the Object.Please update me on this,Robert Kool

26 minutes ago

123IFSMEDo Gooder

asked in Getting Started with IFS

issues closing out work order

Hi @123IFSME ,Please add some printscreens of the work order with the steps you take.This question is not posisble to answer now for me.BR, Robert

12 days ago

Harm de Brouwer 12GuideSidekick (Partner)

asked in Assets (Asset Management)

How are Business Objects and Attachments used on Cases? (Call & Case Management)

Hi @Harm de Brouwer 12Guide , nice to see you in the community!We used these with the IHC project, let me explain in short where we used it for:After a vessel was delivered to the customer, the warranty period starts. This warranty is a project activity in IFS where all cost will be booked against.When a ticket is raised during this warranty period, the case was attached to the project Actvity (as an Attachment).In case a service was required, a work order was created from the case as an handoverrefernece. In case that only a spare part was required, a customer order line was created as another handover reference. It could have been that there was already a work order for the same vessel. In that case it is also possible toconnect the existing work order as a bussiness object.Please note that there is not much happend in IFS in this module, there is also not much focus from RnD. In IFS Cloud the Service management (new) module is improved a lot, so the call center is maybe not even nee

13 days ago

EqeRobertKSuperhero (Partner)

asked in Finance (Financials)

Issue on matching invoices on PO receipt from Work Task

Thanks @Thommy , I will create a case for this issue. When I have an answer, I will update this tpoic.

1 month ago

Buddhika KureraSuperhero (Employee)

asked in Document Management (DocMan)

Change the default Document Attach pop-up

Hi @Buddhika Kurera ,Thanks, always good to have information like this.Is there already an idea at IFS to make it possible to have a default per connection?So when I want to add a document to a work order, that the Create New Document wizard is opened.But when I create a document to a supplier, that the Create Document Assistant is opened.BR,Robert

2 months ago

AnnaSidekick (Customer)

asked in Document Management (DocMan)

Attachments Pane on Supplier Payment Tab

Hi @Anna , can you show the object connections of the three documents of your last printscreen? Then we can check wher it is attached to. if I know that, then maybe I can help you on this.Thanks, Robert

2 months ago

AanHGTSHero (Partner)

asked in Document Management (DocMan)

Adding to a folder when create Document

Hi @AanHGTS ,What is the logic IFS need to use to do so?If you can define a logic, i guess it is not to hard to create a custom event to do so.Can you let us know in what version you are working, that depends also on the solution and posibilities.Thanks and good luck,Robert Kool

3 months ago

UdaneeSidekick (Partner)

asked in Assets (Asset Management)

Unable to move work order to Finished status as it is erroring that it has an active requisition against it even thought the related PO has been receipted and matched against an invoice.

Hi @Udanee ,Based on the printscreen I see that this is an old version of IFS (is it 7.5?).I do not have that environment to check, but the issue is that there is a released Requisition to the Work Order. You need to close that requisition first before you can finish the work order. My sugestion is to set the requisitiopn back to planned (with RMB) and then delete the requisition line and requisition header.Please let me know if this answers your question,Robert Kool

3 months ago

ACoxUKDo Gooder (Customer)

asked in Document Management (DocMan)

Limiting document classes available when uploading files

Hi @ACoxUK ,There are some option in IFS10.You can set a default value for the document class per objecte connection: Now the default document class on an equipment object will be 100-3D. In the Object connection you can even set some logic. For equipment object for example, you can defien a different document class per site. Als depending on the format and language you can define different document classes. Besides that you can set an extra access on the document classes, so you can define if a user is allowed to use a specific document class: So this means that you need to be in the goup Administration to create a document with document class 100. If you are not in the group, you cannot select this document class. In both option, also the help text can help you. Hope this is an answer to your question, Robert

3 months ago

CooErikaSDo Gooder (Partner)

asked in Assets (Asset Management)

Start Date on PM Action is in the past

That is strange.Did you regenerate the Plan?I cannot check this in a 22R2, I only have 23R1. So not sure if there is a bug in 22R2.In 23R1 it is working for maintenance plan lines in the past.Good luck,Robert

5 months ago

CooErikaSDo Gooder (Partner)

asked in Assets (Asset Management)

Start Date on PM Action is in the past

Hi @CooErikaS ,First thing what come in my mind is teh calendar.The maintenance plan is based on the calendar connected to the Maintenance Organisation.So do not use the calendar field on the PM Action itself. Please check teh Maintenance Organisation Calnedar and check if the date is within the date range of that calendar. When you have checked that and you do not have the calendar field on the PM Action filled, you need to regenerate the Maintenance plan. hopefully this will solve your issue.BR,Robert

5 months ago

swargaasDo Gooder (Partner)

asked in Assets (Asset Management)

Abnormal Maintenance Plan Calendar Calculation

Hi @swargaas ,Did you use the field calendar in the PM Action?I recommend not to do so, The calculation of the maintenance plan will be based on the calendar of the Maintenance organisation. The filed calendar in the PM Action is to make exceptions. So if you have filled it, please remove it and recalculate the maintenance plan.

5 months ago

PheonixDo Gooder

asked in Insights (Business Reporter and Analysis Models, EOI)

Report rule to print only the 1st page of a report?

Hi @Pheonix ,Not sure which report you are referring, but I guess you can manage this with the report rule.My suggestion is to create a separate layout where only the first page is shown. with the report rule, you can set this layout to be printed. this by selecting the Action Type ‘Preselect Property’.Hope you will be able to manage,Robert Kool

8 months ago

Bertrand DoussetSuperhero (Employee)

posted in Buying (Procurement, Demand Planner, ASC, SRM)

Company applicability for supplier agreements

Hi @Bertrand Dousset ,sound like a good enhancement!Note, this ‘Valid for Sites’ tab is used in more windows, like Work Task Templates (and probably more). So, when there is a solution, please include that in the other windows as well.Maybe also to use the Site Cluster option to define the valid sites.BR,Robert

8 months ago

emmanilssonDo Gooder (Partner)

asked in Service (Touch Apps, MWO, MRO)

The customer info object does not exists Serial maintenence Aware

Hi @emmanilsson ,I meant more the process of creating Serial Parts and Serial Objects. It is good to know where you need it for, but when I understand how you create the Objects, then I can try to reproduce it.Further more, you need a Customer with a delivery address and the Order tab also needs to be filled, I guess that is the only restriction.BR,Robert

8 months ago

emmanilssonDo Gooder (Partner)

asked in Service (Touch Apps, MWO, MRO)

The customer info object does not exists Serial maintenence Aware

Hi @emmanilsson ,I do not have IFS8 at the moment, I only can check this in IFS10.First thought was that the customer was set inactive, but in IFS10 I cannot reproduce that.So I guess it sound like a bug in IFS8.Can you explain a bit more about the process you follow? Maybe I get an other idea as well when I understand your process.Thanks and good luck,Robert Kool

8 months ago

PatrickDo Gooder (Customer)

asked in Products (Manufacturing, Products, Engineering)

CONDTION BASED GENERATION

Hi @Patrick ,The first ting which cone in mid is that the status of the background jobs. Are these in status Ready?Otherwise, can you give a bit more explaination on what you expect. How are the PM actions set and how do you want to executed the condition based PM’s? Good luck,Robert Kool

8 months ago

BAMRICHBONODo Gooder (Customer)

asked in Buying (Procurement, Demand Planner, ASC, SRM)

options for excluding PM action inventory demand from MRP

Hi @BAMRICHBONO ,Which version of IFS are you on?From IFS10 there is an option to set the PM horizon on Site level. If you leave this field blank, the material on the PM Action will not take into consideration for MRP. In that case, only the Material lines on the Work Task in status Released will take into considerations.I am not sure if it is possible to turn that also off. But you can set in it in the procedure that the PR needs to be created before you release the work task. Besides that you can also configure the inventory parts that these are not MRP parts. Not sure if the parts on Work Tasks are the same parts you need in other processes as well.Good luck,Robert Kool

8 months ago

eedwardsSidekick (Customer)

asked in Service (Touch Apps, MWO, MRO)

Change Work Task on Work Task Step

Hi @eedwards ,There is indeed a hard link between the task and the step, so the step cannot be moved around between other Work Tasks. But your questions sounds like a relevant scenario and it would be a good enhancement in IFS. For another customer we already have a customization where it is possible to move the work task between other work orders, so that is handled with a customization. Maybe a good idea to place an idea on this community (https://community.ifs.com/ideas).Good luck,Robert Kool

8 months ago

cjohnsonSuperhero (Customer)

asked in Assets (Asset Management)

Pre Posting is not enabled for this source

Hi @cjohnson To set this, you need to define posting tye T57 in the Posting control (T50 for Preposting on Work Order). Then you will see the option in the preposting of teh work type: Good luck,Robert Kool

8 months ago

shvaDo Gooder (Customer)

asked in Assets (Asset Management)

What does "enabled on reports" in custom attributes do ?

Hi @shva ,It will make it possible to use the field on teh standard IFS report, like Purchase Order.Not all entities will be used in reports, but in case it s used, they will be available to add.Hope this helps,Robert

8 months ago

NicKhosDo Gooder (Partner)

asked in Document Management (DocMan)

Change the document revision from alphanumeric to aphabetic

Hi @NicKhos ,That is possible.Go to Document Default Values and search for DOC_REV: Enter ‘A’ (probably now ‘A1’). Now the first revision will be A, then B, C, etc.You can change this logic per document class.Hope this helps,Robert Kool

8 months ago

HashmitSidekick (Partner)

asked in Assets (Asset Management)

'Equipment is down at WO creation' not a part of is not a part of historical seperate

Hi @Hashmit ,I am not aware of this field, could it be a modification for your customer?BR,Robert

9 months ago

HAYLEY.WILLIAMSSidekick (Customer)

asked in Document Management (DocMan)

Error: Only users with Administrator Rights have access to this Operation

Hi @HAYLEY.WILLIAMS ,The document class access is not easy to understand. To make sure you have doc admin acces, you need the following checkbox selected in the permission set you are assigned to:When you have this, you will be administrator to all document revisions. Then you should be able to delete them. Note, in case that there is a file conneced to it, delete that file first See tab File Refs. Also delete the connection (see tab Objects). When those two tabs are empty, you should set the status to obsolete and then you can delete the record.Hope this helps!

9 months ago

HAYLEY.WILLIAMSSidekick (Customer)

asked in Document Management (DocMan)

Error: Only users with Administrator Rights have access to this Operation

Hi @HAYLEY.WILLIAMS ,Please check the access tab of the document revision and check the access there (I cannot show you on IFS9, but in IFS10). Only users with admin access can change this access. In the tab result, you can check what the result is per user (based on the definition).But the easiest way is to grant a user Document Access via the permission set (this is also shown in the result tab per document revision. If you are granted to this permission set, the user is document administrator on all Document revisions, so be carefull granting this. Please also check the online documentation (press F1 from IFS IEE in the window document revision), you can find a lot information there as well. good luck,Robert Kool

9 months ago

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Replies posted by EqeRobertK

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