Hi, I am currently trying to create a “partial customer payment rollback” as need to credit original advance invoice and generate a new advanced invoice against a new customer order to match this payment too.Unfortunately, the payment was received in the previous year which has been closed and audited.I have unmatched the transactions in the “automatic transaction matching” screen, but when I attempt the “partial rollback” it tells me that this cannot be completed as that period / year is not open.I am concerned that if I open the period for the previous year then this will amend the previous years figures. Can you please advise?Thank you.
Can you please advise if anyone has implemented work instructions, within IFS, of how to amend payment terms via the customer analysis screen?Thank you,Lisa
Hi,Can anybody please advise if there are any issues with a customer account being setup with multiple currencies?Example: we have a customer who was initially setup in USD but then decided they wanted to pay in GBP. They are now placing orders again but they are in USD.Is it possible to setup multiple currencies in their account or is simply a case of relying on the orders being placed in the correct currency on the system by our commercial team?I work in accounts so want to eliminate any potential problems this will cause regarding raising invoices and payments being received.Thank you,Lisa
Hi,I have various invoices that have been short paid by the customer by pennies and would like to remove these from the Debtors.Can you please advise of the best way to do this in IFS?Thank you,Lisa
I have currently uploaded an external voucher without errors and updated GL Vouchers in the usual way. I noticed that the GL does not balance. When I have looked at the voucher information, I have found that i have uploaded a line on a previous voucher.I went back to the External Voucher Load Information, find the load I had created and right clicked and clicked “remove loads” thinking it would take the whole voucher off so I could re-input it correct, but for some reason this has not happened The voucher has now disappeared from the “External Voucher Load Information screen but it is still showing the GL Bal Analysis. Can anybody please advise how I get this back? Thank you.Lisa
Hi, Can anybody please assist with balancing the GL balance to the GRNI?Nov 22 balanced perfectly, but Dec 22 onwards are not balancing.I am not technically minded, so if you could please simplify the response it would be most helpful.thank you in advanceLisa
Hi,Can anybody advise how to write of non-inventory and inventory amounts from the GRNI report?Items are from previous year. Cannot write off the part number as stock take for year end was completed. The reason for write off areFOC from supplier so invoice will not be raised but the Purchase order line has value to it.PO Closed - unable to write off.Line posted as tolerance / varianceThank you,Lisa
Hi,Is there a way to place a supplier invoice on stop please so payment of invoice is withheld?A purchase order would have been generated for this invoice and the goods would have been GRN’d but we do not want to pay the invoice.Thank you,Lisa
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