Hi @JohnP , No we haven’t explored it further and I never heard from anyone if it works towards allowance over credit limit. I was asking due to having customers in foreign currency where their limit would be converted to our company’s base currency therefore not accurate representation. Wanted to leverage those fields to allow above the amount. Our work around was to add a custom field to represent the customer’s credit limit in their currency and then use the current currency rate to convert the credit limit amount in our company’s base currency. We monitor the conversion rate /amount in a lobby element should an adjustment be required +/-
@Alex_Mee in version 9 anyhow, there is a column for contact. it may default but if user removes it on one line this happenstwo different PO’s so why I mentioned it
@Alex_Mee check to see on the two purchase requisition lines that one doesn’t have a supplier contact vs the other. that would generate two separate PO’s I believe as it views it as different set up.
click in the “local check-out path” field and select Browse. Select a directory the user has read/write capabilities too. You wouldn’t need the other two if you are using the typical documents like PDF, WORD, Excel, etc. See what the other users have that open it successfully.
No you can not check, the end user needs to be logged into IFS and do this update themselves. You would have to go to their desk to watch. Screen shot above is the navigation path under document management folder > Basic Data > User Settings
That user needs to reset their default directory in document management to open files, they have an invalid path
Did you resolve your other issue? This new message relates to the supplier payment general tab having a ‘Payment date” earlier than your invoice’s voucher date which is not allowed.Invoice voucher date:
@Patanm can you fix your J “From Number” to match the year? (all your years are incorrect it looks like) ie: you have them out of sequence. Look at your I voucher typer “From Number” and match that. I’m thinking as you have 202300000 as your next voucher no in year 2023 it’s conflicting with 2024 set up of using 202300000 as your from number so want to confirm.
Hi @Patanm can you confirm for your voucher types J and I you have year 2024 inputed? You first screen shot only shows only up to 2022 year. Your invoice date may be 2022 but your voucher date in this latest screen shot is 2024, Period 1
In reviewing the work task “steps” section perhaps use “remark” field which is a free text field or add a custom field with your LOV for Pass or Fail entry? Just a thought.
Users must be tied to a user groupAlso check “voucher series per voucher type” that the user group they have is associated to the voucher type for the year in questionCheck accounting periods > user groups per period as well for the year/period in question. Ensure user group tied to those users are part of it
@bytsophan we did not get a solution for this therefore built our own work around. Using the “paymentTermsFreeText” field we are populating our alternate remit address and payment method to be entered in position one and two. Then we’ve built a custom event to update this in the installment plan once it’s in the posting proposal form. It’s working well. We are a CAD company that deals with non deductible tax codes which is also not handled in the XML file so added that in this field as well using position 3 and 4 (therefore in sample below the amounts you see are taxes separate by semicolon). Not ideal to have these “hacks” but on this version for now anyhow, we are stuck. At least it automates it for us.
@lisvse if we have no tax code and set those flags to recalculate we get an error that the tax code is missing and nothing changes, the full tax amount is in the wrong column. Doesn’t seem to work for us.
Hi @TTRACY did you hear anything further to this? Would like to know what your resolution is. Have you logged a call with IFS? I know in version 9 the external file template does not support non deductible tax even though the columns appears in the external supplier forms.
To my knowledge this is not possible. You are limited in the width of an element therefore abbreviate and/or split out into two elements. That’s generally what we do. Have various elements to show key info - actual vs estimate, or over estimate red flags, etc. Otherwise it’s best to create an sql quick report if you want more detailed reporting.
Hello,We have not used this functionality but the Tax Codes form does have a right mouse click to select Tax Texts per tax CodeI’m thinking you could configure your invoice then to show this if entered? It seems that is what it’s for but would need IFS to confirm. good luck!
To clarify, the external file template in IFS does not have a “T” field for non deductible tax therefore how can we populate the column ?
Hi Ron,What does the order type used on the customer order state? Does it say to stop after print delivery note? Also, can you search for this order in quick order flow handling and see what right mouse button actions are available to you? curious if “create Invoice is greyed out or?
Hello,Do you have a custom field in test as well as production? Was it published in production and granted accordingly? Did they “reload configuration” in the customer analysis form? looks to me it relates to a custom field. I would review the difference in set up of test vs prod.Best regards
Do not use simulation voucher. We thought that would work but they do not carry forward to the new year if using balance sheet accounts in your vouchers and you have to remember to select “simulation” when looking at GL balance Analysis. As Thomas replied, your only option is to manually do it by using interim voucher or upload it. This would be an ideal enhancement I would say! :)
Hi @Anupa Arachchige , we are on APPS9 -quick question, is your customer currency different the company’s base currency? As those fields are showing in the Company currency not customer’s (ie: if your orders are in a foreign currency do the conversion. (assuming it works the same in APPS10). Also, does the remain credit = the customer credit analysis “remain credit” after you ran that calculate job? it should so was curious.
Hi @tomopl, when you say it’s wrong for some users, do those users not have a base profile in their security set up? Do they all have the same security permission sets to this form? If you are logged in as the app you should be able to right click in the form to see properties > layout of the form. If you do see the layout, this can also be done at the base profile level which would be my thought to check first. As the app go to tools>options>user profile and “edit base profile” to select those users base profile. Confirm the tabs/fields are there. The next place is ensuring those users have the same security permission sets that the users that can see the changes have as that also may be impacting this. If all users have the same security, try clearing their personal profile of this form in particular to ensure no saved configurations are still in place. Lastly if possible and doesn’t impact other areas for that user, clear their personal profile compl
Hello, did you resolve this @Dinushi Liyanage / @MitDenukN ? We are experiencing something similar on apps 9 update 17 so curious. Thank you!
We are on APPs9 looking to upgrade to Cloud in the future and have been using IFS for over 10+ years. When we create a new company we use our own COA (ie: copy from an existing company vs using IFS standard template). We also created our own Account Types and Account Groups that matched our reporting requirements. There isn’t a MASTER COA page in this version, they are company specific, but never heard of having to use IFS default accounts. They just have company templates set up (ie: US, Standard, UK, etc) to assist with initial set up of your first company but you can delete the links to posting controls and then delete the accounts and create new ones. to match your structure. (as long as no entries have been made to date this should be possible) Then re-map your posting controls to your accounts. May be a little time consuming if you do not have a migration tool but In our version you can right click to copy object/paste object (similar to excel) so it’s easy to copy from a t
Hi @shs7 , when you say you are new to IFS Cloud do you mean new to IFS or are you are upgrading from a previous version of IFS?
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