The purchase orders and receipts are automatically created in IFS when we ship product to a customer. I’m not certain of the fields but I believe on the Shipment if the freight supplier # and dollar amount are entered then the PO and receipt are automatically created. Ideally I want to shut this off for specific suppliers.
The posting controls are set appropriately but the purchase order screen doesn’t require them when creating a purchase order. I see that in many places in IFS. Requirements are there but nothing fails until it tries posting to the general ledger and then it fails.
We are on Apps 10, Update 9. For this particular account number the division, department and site are mandatory. The mandatory fields change based on the account number so it’s not the same all the time.
Thank you Mathias! This helped me too.
Following. I’ve wanted this also but our IT department doesn’t know how to do it.
If you use Final Posting Proposals you can search by supplier number or purchase order number and many other criteria. What exactly are you looking for and what information do you have that could be used in a search?
I go to the Final Posting Proposals screen. You can search by purchase order number there.
We haven’t fixed it. Due to staff turnover this got pushed to the backburner. I’ll start looking into it again and if I find anything I’ll make sure to contact you. Thx for the reminder!
Thanks for the replies everyone! What is the purpose of the Abroad rule? Is it for reporting purposes? We’ve been on IFS for almost two years and have seldomly used Abroad. I recently took over some expense sheet responsibilities and would like to understand the benefit of using Abroad.
Good conversation thread. We are having an issue creating a project invoice credit. Here’s the steps we’ve done:Went to Project Invoice of the invoice we want to credit. RMB “Credit Entire Invoice” Went to Customer Invoices with Errors because the credit invoice errored. RMB “Process Invoice” This still didn’t work. Went to Customer Invoice Postings Analysis and saw the AFP Error checkbox was checked. Went to Application for Payment, Invoice tab, and there is no error message there. On the Project Invoice screen, Accounting tab, there is only one line.Any help would be greatly appreciated. I’ve searched Help in IFS but cannot find a process on how to credit a project invoice.
Thanks Karro. We have the team members in an Employee Access Group for former employees. We have users set up with Access too. We still can’t process expense sheet transactions. Thanks again.
That’s a big help! Thx again Shawn. Now I just wish I could get all the information in one screen for all part numbers instead of a separate screen for each part number. That way I could export to Excel and do a quick analysis.
Thanks for all the info Shawn. It’s disappointing how vague Help is given the importance of ABC codes and cycle counting. I performed an ABC code revaluation in our test environment and did not get the results I expected. If I could find the usage per period I could then try to recreate what IFS did. I haven’t been able to find the usage per period though.
We currently count A items every 60 working days, B items every 120 working days and C items every 240 working days. We have a team of 2-3 responsible for cycle counting every morning. I believe they count about 30 parts per day.
10.7.11.0 Update 7.
We are having issues in M10 and M19 with “Balancing invoice amount posting after rounding - Shortage/Excess Found”. Is this a bug? I can’t change my posting controls because these two posting controls also affect Receipt of Purchase Order.
What do I need to do since we do not want customer orders created. Is that possible? Several of us have looked in IFS Help for a day now. All we want to do is get the inventory into IFS as customer-owned so we can manage the inventory without creating accounting transactions.
We won a contract so a new customer is giving us all their inventory to store and manage. We never sold it to them. I need to bring the inventory parts into IFS, assign a value to them and transact them as we use them on various projects. We do not want any costs to flow through the general ledger. Here’s what we’ve done:Created an inventory part. Created a purchase part. Created a supplier for purchase part Changed Ownership to Customer Owned Checked External Service Allowed Created a purchase req using Order Code 6 Created a purchase orderAfter we’ve done all this, when we go to receive the purchase order we get an error message stating the quantity we are trying to receive is greater than the quantity we supplied. We never supplied any of these items. Maybe we can’t handle it this way. Any help is greatly appreciated!
We are using FastAP and have been happy with them. We’ve been on IFS for 16 months. If you’d like specifics or more information please let me know.
Thank you! We were not aware of this screen. We were just able to match 62 invoices with the push of a button! Huge timesaver. Thanks again!
Thanks for the reply Shehan. I run our dilution process every Monday for the previous week. We are a government contractor so I need to establish that works consistently. When the month ends during the week the only alternative I have is to do a manual voucher to accrue the labor charged to projects and reverse it the following month. Then in the following month I will be able to run my weekly dilution process.
Thanks for the feedback Adam. Can you please elaborate? We have been on IFS for a year now and I’m sort of new to the financials.
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