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11771 Topics

Documentation on NA taxation with exemptions

A new setup needs to be done and user is having trouble finding the correct way to set it up.The user needs to bill customers for SAAS. But if they are in Texas , only 80% of it will be taxable.Can you please update if there is any documentation that tells the best way to set this up? Note: This query is entered on-behalf of a customer…

1072

2 years ago

MitDenukN

asked in HCM (Human Capital Management, Payroll)

Expense Sheet Error: Voucher Type is missing.

Hi All,A user is experiencing the error ‘Voucher Type is missing.’ when he tries to Authorize the expense sheet.Voucher Type drop down doesn’t contain data to select and as I know this should be fetched automatically.Kindly advise me to where to check, in order to fix this issue.Thank you in advance!

2038

2 years ago

Eisha HasnainHero (Employee)

asked in Alliance

Announcement : Alliance EMEA Support Phone Disconnected

Hi All, This is to let you all know that Alliance EMEA Support phone is disconnected. Currently we are working on the new phone and will provide you the details once it will be available. We are expecting this to be available within two weeks. From EMEA Support Team

572

2 years ago

AdrianEgleyHero (Customer)

asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Implementing ARP from FSM

Hi,Historically we have had FSM and PSO and all data initialised into PSO each day for scheduling.FSM has always been the master for the data in terms of Rosters, Shifts, Resources, Calendar Exceptions etc.Our Resource Planning Team work 100% in FSM. This does give us some restrictions. I started to look at ARP in PSO (early 2020) and could see straight-away this would give us some massive benefits to how we operate and manage resources. Unfortunately some pandemic came along and objectives / priorities were changed. However this is something I want to revisit. I am therefore asking the community if any customers have made the jump from FSM nightly 'INITs' to ARP for managing resources?If so is there anything that can be shared in terms of steps to setting up ARP.Things like migrating current work calendar's and rosters reducing set-up time for cutover.How to manage updates in ARP i.e. calendar exceptions, shift data, and feed that back into FSM. We have our dispatch teams working sole

3284

2 years ago

Peshala FernandoHero (Employee)

asked in Products (Manufacturing, Products, Engineering)

Closing Audits with attached NCRs

We use the audit functionality to perform production line audits. NCRs are then created and connected to the audit. Some of these NCRs require action others do not. We would like to be able to close the audit independent of the NCR status. The documentation I've found so far states this is possible, however, it's not allowing us to close the audit's without first closing the NCRs. This is an issue for us because while the audit is complete, the NCR may need to remain open until the non conformity is corrected.Can you please provide documentation on how to close audits with attached NCRs without having to close the NCRs first?Regards,Peshala.

1191

2 years ago

wolfst

asked in Products (Manufacturing, Products, Engineering)

No handling unit label created under Shop Floor Workbench

Hello dear all!We will print Handling Unit Labels directly from Shop Floor Workbench.We start on Shop Floor Workbench, RMB - Approve Operation …. but no Handling Unit label are printed.The following points have been carried out:Open: Manufacturing\Shop Floor Reporting\Shop Floor Workbench Select a Work Center RMB „Approve Operation“ on a SO No. Insert „Qty to report“ – for example 1 – OK Receive Reserved Lots – OK Attach Parts to Handling Units for Receipt – activate „Print Handling Unit Labels“ - OK The Windows are closing, but no Handling Unit labels are printedAlso, we don't see any reports in the report archive, meaning that anything was printed at all.Only the following workaround is work, to create a handling unit label:Warehouse Management\Quantity in Stock\Handling Units In StockWe open the Handling Unit, RMD – Print this handling unit label – IFS created the label.Why does ifs not create a handling unit label? Have anyon a tip for us?Stefan

1581

2 years ago

GrégorySidekick (Employee)

asked in Assets (Asset Management)

How cancel a WO after receiving parts from a WO's PO?

Hi everyone, in Apps10 EE I'd like to know if it's possible to cancel a WO even if a PO linked to it has already been received in inventory and closed. I'd add that I've tried to unreserve all in inventory but nothing better. Now I have no reserved parts for this WO, a closed PO but when I try to cancel it, the system pops up an error message telling that I cannot cancel a work task becasue a PO exists on it. However, this last one is closed... Does it mean that we're not allowed to cancel a WO after receiving parts from a PO on it?Thanks

1464

2 years ago

Ghita RaisSidekick (Partner)

asked in Finance (Financials)

Aurena - Supplier Offset

Hi,Does anyone know what is the equivalent screen of the below screen in Aurena?ThanksGhita

2432

2 years ago

HoiIndikWSidekick (Partner)

asked in Service (Touch Apps, MWO, MRO)

Setup to enable Automatic clocking in MWO

Hi,Could you please let me know the required steps to enable automatic time clocking in MWO Service for 21R2. This is to capture technician's time automatically using status changes.Thanks!

1754

2 years ago

NMALKIHero (Customer)

asked in Framework & Experience (Infrastructure, Cloud, Integration, Dev Tools)

Job migration of Business Opportunity - Note issue

Hi, I am unable to migrate Note field from my excel migration sheet into Business Opportunities.I know there is a function called BUSINESS_OPPORTUNITY_API.Write_Note_ but not sure how to use it .Thanks for your advice.

1543

2 years ago

BytThiliDDo Gooder (Partner)

asked in Framework & Experience (Infrastructure, Cloud, Integration, Dev Tools)

Test-A-Rest Tool in IFS Cloud - Documentation/IFS Academy

Hi All,Since the build place envs are short lived envs, we may backup all the data setups before the envs expire and need to restore them back again in the newly ordered envs.I’m trying to find any documentation or maybe a demo or an academy course that explain the tool and how we can work with it.I could download the tool from the build place but have no clue how to use it.I’m very thankful if someone can share some information/sources regarding the tool.Many thanks!BR,Thilina

99112

2 years ago

Nipun GunaratneSidekick (Employee)

asked in Assets (Asset Management)

Service request customer address field comes blank for customer Location

Hi All,When we have a location that is connected to the customer address it must be a visit address for service to use the address on work orders. When we create a new service request using this functional object that has that location ID. Service request starts off with no address on it. If the party type ‘location’ is connected, address will be fetched correctly. This makes using the customer address connection completely useless on creating service requests. Does anyone know the reason behind this behavior? Thanks & Best Regards,Nipun

2063

2 years ago

lopespetroHero (Customer)

asked in Service (Touch Apps, MWO, MRO)

Work Task Step Navegation MWO

Hi Everyone.Is there an option in MWO Maintenance Aurena App to put the same functionality of the mWorkOrder app? Tried to find a solution in App Designer but I couldn’t. I’m using UPD12 latest version of the app> 10.14.1362.0 The buttons inside the work task step to navegate from one to another. Please see prints bellow? E.g.: In new app, I need to enter into the step, write a remark, set as Done, go back to the list and enter into the second step and so on. From UPD8 I think, Rnd has created two buttons Previous and Next inside the step to avoid do that.Tks a lot.mWorkOrder app: MWO Maintenance.

994

2 years ago

tgarnerSidekick (Customer)

asked in Framework & Experience (Infrastructure, Cloud, Integration, Dev Tools)

Prefix for Delivery Note Number

Is it possible to add a prefix to the delivery note number, or change the formatting in any way. I would like to differentiate it from the shipment number.

2813

2 years ago

bjarkiDo Gooder (Customer)

asked in IFS Maintenix

HR API - Primary Organization

Hi,When creating new users using the HR API, the ADMIN organization is assigned to the users by default, however in restricted mode. You must then manually assign a Primary Organization through the GUI.How do other IFS Maintenix users handle this when loading multiple users using the HR API?

1121

2 years ago

bskallerudSidekick (Customer)

asked in Alliance

Can e-mail address be non-mandatory for Contacts - v15.2

HiQuestion from our users: is it OK to set the e-mail field for contacts to being non-mandatory (with Customizer)? Or is there a setting for this?If this has to be mandatory - what about contacts without e-mail addresses upgraded from v12.5 - will they cause problems?

673

2 years ago

tietjecaSidekick (Customer)

asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Customer Contact Phone Number Formating

Hello,I am hoping someone can help me with this. We leverage contacts for CRM and Quotations. We continue to notice that there is not a standard phone formating for contact phone number. We can you (XXX)XXX-XXXX, XXX-XXX-XXXX, or XXXXXXXXXX. Is there a way to set a default formating so that when users enter the phone number it appears consistently within IFS? Thanks!Carrie Tietjen

2805

2 years ago

neville.eliasDo Gooder (Partner)

asked in Field Service Management (FSM) & Planning and Scheduling Optimization (PSO)

Validation XML with or without max rows

Will there be a performance impact if a validation XML is used without max rows? Let’s say the hierarchy select in the validation XML generates thousands of records. Will it be beneficial to limit it to just one (or the first) row?In SQL, it’s typical to use a top X statement to minimize any performance impact.

2152

2 years ago

Asela MunasingheSuperhero (Customer)

asked in Distribution (CRM, Commerce)

Intersite Flow: Automatic Part Creation

We are in IFS App10 Upd9.Need to design a solution where in the absence of a Sales part in the Supply site, the incoming customer order triggers a notification and possibly creates the inventory part / sales part. (Master Part is available) automatically upon approval. Is there somebody already using a similar setup? Need not be the same. What would be the best way to implement this? Please share your ideas. Thanks.

3826

2 years ago

CindyhutchinsSidekick (Employee)

asked in Assets (Asset Management)

Transfer of work task time transactions w/ 0 cost

Why are my zero dollar time transactions not transferring on work tasks.

2333

2 years ago

MitDenukN

asked in Framework & Experience (Infrastructure, Cloud, Integration, Dev Tools)

The part exists in inventory with Not Lot Tracking

Hi All,We have a request to update an existing part.Currently the part’s Lot/Batch tracking has setup as ‘Not Lot Tracking’ and need to update to ‘Order Based’. When we try to do this we are getting an error ‘The part exists in inventory with Not Lot Tracking’ because we can see data in Inventory part in stock.Kindly advise me to how to proceed with this.I really appreciate if you can give me your opinion.

3171

2 years ago

Chris_PerkinsHero (Customer)

asked in Alliance

SA Reporting on time metrics

Hi, We are using V14.5 and are trying to get a report from Astea to show “on time” reporting, so we want to compare the work date/time that they report that they did the work, to the actual date/time they wrote the report. The problem were are having is to find the date that they first wrote their report. All the dates we have found available get updated if anyone else makes a change to the status at a later date/time.Does anyone have any suggestions of how/where we can capture the date that an SA first creates their Activity start and end dates/times? We are trying to encourage on-time, on-site reporting so need a reliable way to know which SA’s are achieving that and of course, which are not.

642

2 years ago

Chris_PerkinsHero (Customer)

asked in Alliance

Unable to search in V15 for Customer Center or Customer Contracts

We have a trial installation of V15 and it works for most users but I am getting an error whenever I search in the Customer Center or in the Customer Contracts module However, if I search for an installed item, I can then zoom to the Customer/site from there, without issue.If I log in on my PC as another user, I have no problem, so must be in my employee settings but they are exactly the same as other users, as far as I can see.I have cleared the cache and history, deleted temp folders, remove the V15 file from %USERPROFILE%\AppData\Local\Astea, changed security profile and also bypassed security, all to no avail.Anyone have any suggestions what I need to do?

12311

2 years ago

golo.naitoSidekick (Customer)

asked in Products (Manufacturing, Products, Engineering)

Migration Job - create output file

Hello, I set up a migration job which creates a csv file and exports it on a file location on my computer. The job does get executed and the information message says that it exported the file (see screenshots). The problem is that no file is created.Even if I delete the File Path location, the job gets executed without an error message. Any ideas where to check?Thanks, Golo

5003

2 years ago

Technical TobySuperhero (Employee)

asked in Framework & Experience (Infrastructure, Cloud, Integration, Dev Tools)

404 Error

Hi Community!I am aware, that we already got several posts here for a 404 message. But this one seems odd to me.History:I have created a new database and imported a cloud based database dump into the database.Using this db, I have now installed the MWS without issues. I did this for a MIG2 environment and then for a TEST2 environment.Interesting fact: MIG2 is working fine and TEST2 is getting the 404. Using the debug console at start, you can see that a db connection seems not to work In the logs, there are not really any hints for that HTTP Access log10.11.10.119 - - [13/Jan/2022:13:58:57 +0100] 00jD0m8LasS5mZ_5xRG7yW0001q400011B - "POST /main/default/clientgateway HTTP/1.1" 404 224 0Displays a 404 no hint in the http server logthe rest of the logs do not contain anything regarding this as the access is not working. the select which is pointed out here is working when connecting to the db directlyselect lang_code_rfc3066 from &AO.language_code where installed_db ='TRUE' AND enable

6782

2 years ago

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