Replies posted by Shehan Wickramaratne

12 Replies

W
Do Gooder
WIAUser1Do Gooder
asked in Finance (Financials)

How to navigate to "Customer Installments Analysis" page in IFS Cloud?

You can navigate to this window by going to Accounts receivable lobby and click on Invoice amount due today.

2
W
Do Gooder
11 months ago
N
Hero
Nagah.khaledHero
asked in Finance (Financials)

customer tax code

Thanks for the response. Since I know the IFS version I can share some more information. You are trying to put in a tax code on the invoice tab. This is incorrect as previously stated.  If you go to enterprise\company\company > Invoice tab > Tax information tab, there is a field for Tax regime.  If this is VAT, then they are working in a VAT environment and they can enter a tax code on the customers invoice tab. If that is Sales tax, then that means they are working in a sales tax environment. In that case you need to enter tax code info by going to the Customer>Address tab>Delivery tax information tab>Supply country>Taxes. Hope this clarifies your concerns. Best regards, Shehan

3
S
Hero (Employee)
2 years ago
N
Hero
Nagah.khaledHero
asked in Finance (Financials)

customer tax code

Hi,Instead of trying to put a tax code on the invoice tab, try to enter this info by going to Address tab > Delivery tax information.Also let me know the IFS version that you are working on.Best regards,Shehan

3
S
Hero (Employee)
2 years ago
L
Sidekick (Partner)
LauraRSidekick (Partner)
asked in Finance (Financials)

Change of an Accounting Year

If a warning or error is returned because of existing vouchers for the period thatalready exists, then the only way to change the dates is with a data repair script. Best regards,Shehan 

2
Sachin Vithanage
Hero (Employee)
2 years ago
J
Hero (Employee)
Janith BandaraHero (Employee)
asked in Finance (Financials)

Zip code in E-invoicing

It is mandatory to define a zip code for the customer unless when the address presentation is defined without ZIP code and the address is related to that address presentation, it should be possible to send invoices without error. Therefore require to set up the address presentation accordingly both in display layout and edit layout (in this case with no ZIP Code). Please check the bug 153874 which was introduced to handle situations where countries such as Angola doesn't have ZIP code thus ZIP codes are not registered for all customers. Best regards,Shehan

4
K
Hero (Employee)
2 years ago
C
Sidekick (Customer)
CLAUDIAJISidekick (Customer)
asked in Finance (Financials)

External customer invoice upload file template

Hi, You can use the attached .csv file as a template (change the information as appropriate). The file template that you should use to load this file is STDCIN2. Regards,Shehan

3
MadushaDissanayake
Superhero (Employee)
2 years ago
X
Superhero (Employee)
Xavier FernandoSuperhero (Employee)
asked in Finance (Financials)

Internal ledger balances to Audit output file.

Hi Xavier, Please refer to this case G2255743, where a customer required a solution to have the audit interface assistant pull the internal ledger instead of the General ledger. RND has confirmed that currently, Audit interface assistant fetches the details to the XML via the general ledger and IL is not supported Regards,Shehan

6
S
Hero (Employee)
2 years ago
D
Do Gooder (Customer)
DERGERKENSDo Gooder (Customer)
asked in Finance (Financials)

Posting Proposal - automatic Period Allocation when months are closed?

Hi, A similar type of functionality is already supported for period allocation through Instant Invoice. In Instant Invoice, if you allocate for close periods when the invoice is printed and status changed to PostedAuth, it will copy close period's allocation amounts to subsequent open period. When such allocation has happened, it will indicate through Period Closed at Voucher Creation check box.But to support the same for posting proposal we need to do some design changes and this enhancement request has already been submitted to RnD so that they will consider this request in future development projects. Solution: 291736 Regards,Shehan

3
S
Hero (Employee)
2 years ago
J
Do Gooder (Partner)
jonas j Levilo ABDo Gooder (Partner)
asked in Finance (Financials)

PDF_REPORT_CREATED for reminders and interest invoices

Thank you all,   But the most important part of my initial question is about the parameters, Is there a way that I can identify the parameters without having to activate the mail server against my test environment? For purchasing and sales there is an exellent table in the F1 help files, but for all other modules such a table is either lacking or very hard to find.  Any suggestions?   Kind regards Jonas Hi Jonas, There is a document which explains about Emailing reports (https://docs.ifs.com/techdocs/Foundation1/040_administration/250_operational_reporting/110_email_reports/default.htm). Hope you can access this. If you check the very last part of the document, you will see how these parameters are defined. Regards,Shehan

14
ninamcsweeney
Do Gooder (Customer)
2 years ago
N
Hero (Employee)
NarmadaHero (Employee)
asked in Finance (Financials)

Lease Accounting Contract Migration

Hi Narmada, Check out the DEV Bug (Bug ID: 158323) created for the import of lease opening balances. Hope this is the functionality that you are looking for. For your easy reference, I have copied the Bug description here. Symptom:It is not possible to import lease opening balances when moving from a legacy system to IFS Applications.Solution:To support import of opening balances1.New dialog called Import Lease Opening Balances will be introduced in the Lease Accounting Contract window.2.Balances need to be imported based on a cut off date, if cut off date is not falling to payment due date, manual adjustments need to be done in respective proposals3.Lease related balances can be imported based on contract currency as well4.FA related postings will be generated using voucher type connected to function group A and lease related postings will be generated using voucher type connected to function group LA. Two vouchers will be created for import lease opening balances.5.Before importing,

1
S
Hero (Employee)
2 years ago
A
Sidekick (Customer)
ArendSidekick (Customer)
asked in Products (Manufacturing, Products, Engineering)

Multi-Company Project Reporting Invoicing

Hi Arend, As Rasangi mentioned, the Multi-Company Project Invoicing process falls under “Engineering, Product Design”, hence kindly add your issue under “Manufacturing, Products, Engineering” product. Regards,Shehan

10
A
Sidekick (Customer)
2 years ago
K
Hero (Employee)
Kanishka MadushankaHero (Employee)
asked in Finance (Financials)

localization package for France or Spain

Hi Kanishka, There are localizations (APP8) for France and Spain developed by their regions. For example, French Localization was developed by IFS France. The customer would need to get in touch with their consulting organization to merge these localization packages. Regards,Shehan

2
S
Hero (Employee)
3 years ago

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