Replies posted by Johan Lagerström

73 Replies

MelTanyaSSidekick (Partner)

asked in HCM (Human Capital Management, Payroll)

Edit Time registered for a closed period

Hi @MelTanyaS,Ah, sorry about that, it seems I remembered incorrectly. The reason for this error is that there is a validation to check that postings are valid, where this validation also includes the period status. I think there has been a slight change in a later version as I can create the corrections in an internal environment, but I still get an error when trying to create the cost voucher, so this still wouldn’t help in your example.A potential alternative option would be to create manual corrections the following month, i.e. duplicate the incorrect transaction, set the quantity to be negative and change the date to a suitable date in the new period. Then duplicate the original transaction again, change the date to the same value as the negative transaction and update other values as required.The net effect of these transactions would be a quantity of zero, so while they are visible to the end user in the time registration (on the ‘wrong’ date) they should not impact the total nu

1 day ago

MelTanyaSSidekick (Partner)

asked in HCM (Human Capital Management, Payroll)

Edit Time registered for a closed period

Hi @MelTanyaS,Yes, that is possible. You cannot edit the cost accounted transactions directly, but you can use the function for creating correction transactions. This will create two new transactions, a ‘Correction’ transaction effectively crediting the original transaction and a ‘Recreated’ transaction that can be updated as required. When this is done, the relevant project activities are updated.When you subsequently cost account the project transactions you get the option to select the voucher date, which could be set to a suitable date in the April period.Hope this helps.Kind regards,Johan

1 day ago

wilmichelleDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Instant Invoice Multiple Tax Lines breakdown

Hi @wilmichelle ,Could you please verify that the ‘Tax Amount at Invoice Printout’ setting in the Tax Codes basic data is set to ‘Separate from Price’?Setting it to ‘Include in Price’ appears to have the effect that you don’t see the tax breakdown on the invoice printout.Kind regards,Johan

6 days ago

MelTanyaSSidekick (Partner)

asked in Finance (Financials)

Transfer cost accounting - error "no transaction"

Hi @MelTanyaS,There is a limitation when you use the ‘normal’ control types in that you will not get an activity sequence on the posting, which means these can only be used with Financial Projects (i.e. not where the project origin is ‘Project’).However, on the assumption that you want to track the recovery of the resource usage, there are two special control types, PRJC13 and PRJC15, that could be of use. For PRJT2 you could typically use PRJC15 (Organization Code Pre Posting). This will allow you to post a project based on the organisation unit of the employee that’s stored on the transaction, where you can define a code string including the activity sequence: You could do the same for the OH recovery, alternatively use PRJC13 (Overhead Pre Posting), where you can define a code string per overhead definition: Hope this helps.Kind regards,Johan

7 days ago

Jocelyn LeanoDo Gooder (Customer)

asked in Finance (Financials)

Incorrect Accounting

Hi @Jocelyn Leano ,OK, thanks for the info. Considering this it sounds like the data has potentially been corrupted somehow, so probably best to report it as a support issue so it can be investigated in more detail.Kind regards,Johan

8 days ago

Jocelyn LeanoDo Gooder (Customer)

asked in Finance (Financials)

Incorrect Accounting

Hi @Jocelyn Leano,The screenshot only shows the M217 (cost) postings. Do you have corresponding M218 postings for each line?To check this you can search on the Accounting ID, e.g. 244080 as per the first line in the screen. The values on the M218 posting should mirror M217, so if it doesn’t for some reason you would likely get this type of error.Another option to try to identify the corresponding Rental Transaction is to run an advanced query. To do this open the Rental Transactions screen and open the Search dialog (F3), then click the ‘Advanced’ button at the bottom right corner. Then click the SQL tab and enter “ACCOUNTING_ID ='244080'” in the SQL where expression box and hit Search: This should show you the Rental Transaction and you can then check if you can spot anything wrong with it.Kind regards,Johan

8 days ago

amithDo Gooder (Customer)

asked in HCM (Human Capital Management, Payroll)

Unable to confirm timesheet due to job hours and attendance hours mismatch

Hi @amith,Reviewing the second screenshot in your attached document, I noticed that the reported job hours appear to have created attendance as expected, but it is still showing a diff for the attendance (as indicated by the ‘Attendance 7.5h’ in red text). This could indicate that the My Time Registration page doesn’t see your schedule info for some reason, or that the generated attendance is perhaps not of type Normal hours.If you report time in My Time Registration and then review the time card, do you see generated Normal hours there as expected, and do these match the scheduled hours?You mentioned that it worked last week. Has anything changed since then? Perhaps something has been installed in the environment, or is there any schedule data or similar that was only valid until last week?Kind regards,Johan

20 days ago

pratik.b.shahSidekick (Partner)

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

Project Transactions Invoiceability set as Delayed Invoicing Still Posted

Hi @pratik.b.shah, It was recently found that Delayed Invoicing transactions were incorrectly included on the invoice when using the Project Transactions Review page in the Aurena client. Could this be the issue you are seeing?A correction for that specific issue is included in Update 23 for Apps 10, and as a workaround the filter section can be used to filter out only Invoiceable transactions before invoicing.Kind regards,Johan

23 days ago

ken milesDo Gooder (Partner)

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

CBS (csot breakdown structure) issue

Hi @ken miles,You typically get this message if you have have added new cost elements to the basic data (and included in your CBS) after the project was created, so could this perhaps be the case?If so, the solution would be to add the missing cost elements in the PCE Code Part tab in the Project Setup Parameters page: Hope this helps.Kind regards,Johan

23 days ago

Dharshankumaar MahendranSuperhero (Partner)

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

Resource in Time registration

Hi @Dharshankumaar Mahendran,I don’t think it’s possible to limit it so that the user can only select from the resource groups they are connected to, but it is possible to block edits to enforce that the default resource group is used.In case it helps, this can be done by setting the EDTRESPT property in the Company Details page to FALSE: Kind regards,Johan

1 month ago

desilvasachithaDo Gooder (Partner)

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

Project Transactions resulting from direct Material Issues to Project doesn't fetch a Sales Price

Hi @desilvasachitha,Hope you are well and that you are enjoying Canada. 🙂When creating transactions, the Margin functionality is used rather than the regular sales price lists, so have a look at the ‘Margin for Material Withdrawal’ pages to set up relevant mark-up:Hope this helps.Kind regards,Johan

1 month ago

LKACH

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

Project time registration in IFS CLoud

Hi @LKACH,A few things to check:Have you set up a Time Registration time base for the employee? This can be done in the Time Registration Employee Time Base screen. Unless you use clocking terminals, ‘Job Hour Controlled’ is typically the option to go for. Does the logged on user have HR Access to the employee? Can you see the employee info in other pages? You may also want to check that the Project option is set to Active in the Time Registration Aware Modules (I suspect this is not related to the issue you are seeing, but still good to verify this).Hope this helps.Kind regards,Johan

1 month ago

Zuha SamsudeenHero (Partner)

asked in Finance (Financials)

Project time transactions not creating Cost lines in project navigator

Hi @Zuha Samsudeen,You would typically only set up PRJT1 (i.e. the cost posting) with project preposting. The PRJT2 posting is for the internal recovery, typically posted to the cost centre (without project preposting) of the resource reporting the time.This means that if PRJT2 is also set to use project preposting, it will cancel out the cost coming from PRJT1, with the net effect of the project cost showing as zero.Is there a reason for setting up PRJT2 with project preposting? If not, I’d suggest removing it which should then show cost on the project (note that this will not impact existing transactions though).Hope this helps.Kind regards,Johan

1 month ago

Shanuka LashanSuperhero (Employee)

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

Unable to create an Invoicing plan.

Hi @Shanuka Lashan,If I remember correctly the Organisational Unit (that you have used as Control Type) is set based on the user creating the plan. I’d therefore suggest that you check that the user has a valid Organisational Unit defined, and that this Organisational Unit is included in the Posting Control Details.Hope this helps.Kind regards,Johan

1 month ago

AndryisSidekick (Partner)

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

After Transfer Project Cost Accounting Transactions, used cost value disappears

Hi @Andryis,I cannot see any screenshots, but in the posting analysis could you please check that the PRJT1 posting includes the project code part and is posted to a cost account, and that the PRJT2 posting excludes the project code part.Kind regards,Johan

1 month ago

AndryisSidekick (Partner)

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

After Transfer Project Cost Accounting Transactions, used cost value disappears

Hi @Andryis,Have you set up the PRJT1, PRJC1 and PRJC3 posting types for the Project code part? If you drill down to the postings from the project transactions, can you confirm that the debit postings all have a value for the Project code part?Kind regards,Johan

1 month ago

mehdi.chouachouaDo Gooder (Partner)

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

What does the metrics SPI, CPI, IETS stand for ?

Hi @mehdi.chouachoua,If you click your user at the top right of the page, there is an option for ‘Field description’ on the menu that opens: If you click this, you will get an icon next to the fields which will show a definition when you click it: Hope this helps,Kind regards,Johan

2 months ago

AbdessamadDo Gooder (Partner)

asked in Finance (Financials)

PROJREC BUSINESS EVENT

The M10 posting is used to post a liability to your supplier for delivered goods. In the Core product, the M10 posting type does not support preposting of the project values.What is the reason you wish to use the preposting values in this process? Do you track supplier liability by project?

2 months ago

AbdessamadDo Gooder (Partner)

asked in Finance (Financials)

PROJREC BUSINESS EVENT

Hi @Abdessamad,No, not quite. This is for parts that have previously been issued from standard/project inventory with the intention to be consumed when carrying out the project activity. The PROJREC event is used when not all material is fully consumed as planned and is returned to standard/project inventory.Kind regards,Johan

2 months ago

AbdessamadDo Gooder (Partner)

asked in Finance (Financials)

PROJREC BUSINESS EVENT

Hi @Abdessamad,Open the ‘Activity Materials and Services’ page and go to the Misc. Parts tab. Search for an activity where you have previously issued material, highlight the material line and select the Unissue To Inventory command.Kind regards,Johan

2 months ago

AbdessamadDo Gooder (Partner)

asked in Finance (Financials)

PROJREC BUSINESS EVENT

Hi @Abdessamad,The PROJREC business event is used when unissuing material (returning back to stock) on a project activity, i.e. the opposite of PROJISS.Hope this helps.Kind regards,Johan

2 months ago

SuschatuSidekick (Partner)

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

IFS PROJECT MANAGEMENT

Could you check that your user has access to the Internal Ledger? You should be able to see this in the ‘Users per Internal Ledger’ page.

2 months ago

SuschatuSidekick (Partner)

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

IFS PROJECT MANAGEMENT

Hi @Suschatu,Have a look in the ‘User Groups per Period’ for the relevant period and check that user group AC has been linked to your internal ledger and that it is set to open: Hope this helps.Kind regards,Johan

2 months ago

pratik.b.shahSidekick (Partner)

asked in Finance (Financials)

MCPR Transactions stuck without errors

Hi @pratik.b.shah,OK, thanks for the info. I can’t think of any other general items to check, and the specific data will probably have to be reviewed, so the best way forward would be to report a support issue for it.Kind regards,Johan

23 days ago

pratik.b.shahSidekick (Partner)

asked in Finance (Financials)

MCPR Transactions stuck without errors

Hi @pratik.b.shah,As you are using the Voucher Revenue Reporting Method, costs are transferred using the ‘Transfer Multi-Company Project Reporting Transactions’ function. This will post revenue in the employee company and cost in the customer company.Could you please confirm that you are using this function (rather than the regular ‘Transfer Project Cost Accounting Transactions’ function)?Kind regards,Johan

23 days ago

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Replies posted by Johan Lagerström

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