Hi! I’ll try to explain the differences between these attributes and how to use them: these should apply the same to IFS Applications 9 as well as IFS Cloud (23R2). Credit LimitThe Credit Limit defines the overall credit limit for the Customer, meaning the amount you may have open with the customer considering Customer Invoices. In other words, the system calculates the amount from all of the customer invoice lines which have not yet been paid and compares that to the credit limit. If it is exceeded, the system will block customer orders at the events specified in the Credit Control Group (e.g. when releasing the order) defined for the customer on the Order tab (or Sales tab in IFS Cloud) of the customer record.For example, if the customer has a credit limit of 10 000 € and the there are unpaid invoices worth of 9 500 €, placing a 400 € customer order would be fine, but placing a 600 € order would be blocked. Allowed Overdue Amount & DaysWhile the credit limit is an overall limit,
Hi! I take it you’re looking for a PDF file on the matter; I don’t have one, but the second reply to this question basically covers the topic of getting document texts on printouts from e.g. the Purchase Part records. Perhaps it's enough?
Hi flesabriw, Short answer:No, or at least I wasn’t able to find any good documentation on the matter. However, some can be found in the documentation for new releases of IFS Cloud, more specifically within the Country Specific News. I suppose there is also some more in-depth documentation available on country specific matters I’m just not aware of. Long answer:The “Goods/Services Statistical Codes” functionality was indeed introduced with IFS Cloud 21R1. It is part of the country specific solutions to meet legal requirements in certain countries, in this case and for the time being (23R1): Brazil, Italy, Hungary and Mexico. Before IFS Cloud, these kind of requirements were handled with Global Extensions, but now they are built into IFS Cloud core solution. Therefore, the functionality is for you to use even if you have no need for it.The “Goods/Services Statistical Codes” values, according to the product news presentations, can be set on these objects:Sales Objects Sales Part Report C
Hi VanChampS, Perhaps you no longer require a reply, but in case you do, yes we can.While the Shipment or Order Type automation is not applicable for Collective Invoices due to their nature, another system standard functionality can be used instead: Batch Print Customer Invoices. The job can be run manually or scheduled to run on basically any interval you’d like, for example to once every five minutes, utilizing the same logic as other scheduled tasks in the system. You can define the Company, Site, Invoice Customer ID, Order Type and Planned Invoice Date Offset as the criteria for which invoices to include. In addition, you can define the Invoice Types to consider in Advanced settings and what action the system should take regarding printing and sending the invoice.Here’s a screenshot of the options in IFS Applications 10, they are the same in IFS Cloud (22R2 at least). Regards,Lauri
Hi,You can do that with Automatic Order Processing. You’ll need to set up an Order Processing Code in Procurement Basic Data with the event “Release Purchase Requisition”. You can also add other events if you wish.You can then use this Order Processing Code when running the Automatic Order Processing under Procurement / Order. You can define the details you want, e.g. a site to use, and then either run it straight away (background job) or schedule it like any other schedule in IFS Applications; the parameters can be changed later in the Scheduled Database Task. Once the task is run, the appropriate Purchase Requisitions are released. In case of any errors, you should find an error message in the background job. If you need the release to happen immediately at some point, e.g. when a line is saved and not wait for the scheduled database task, you can likely do that with a Custom Event, depending on at which point you’d need the release to happen. I would recommend the Automatic Order Pr
Hi, Sounds to me like the system is trying to automatically add the order lines to an existing shipment or to create a new shipment upon releasing the Customer Order but runs into a mismatch error with the countries involved. I can’t really see what could be causing it, but I suggest you change the Shipment Type of the Customer Order (found under Delivery Information or Order Details / Shipments, depending on the version you are using) to “NA” or some other type which does not automatically add the lines to an existing shipment or create a new shipment for them. This way releasing the Customer Order should have no connection to the Shipment functionality.If you are then able to release the Customer Order, you can manually create a new shipment and/or add the lines to a shipment via e.g. Source Lines Available for Shipments / Available Lines for Shipments depending on the version you are using.If this does not help you, could you provide more details on the case, e.g. what version of IF
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