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Topics started by MishaelAkleker

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MishaelAklekerSidekick (Partner)

asked in Finance (Financials)

GL Voucher Rows and Invoice Line Connection

Hello, Thank you for taking the time to read :) Do we have any way of knowing the connection between the Voucher, the GL Voucher Rows and the customer invoice line. For example, on one specific invoice, we may have multiple lines with different part numbers, prices and quantities which all translate to one posting per line in the general ledger. However we would like to find the link between these individual lines on the customer invoice and the individually posted lines on the GL voucher Rows screen. The only link we can find at the moment is between the invoice number and GL voucher rows, but not per line on the invoice (just using the header) For instance: The customer invoice below has two lines (as you can see there is POS 1 and POS 2 to represent each line) Looking into the GL We can see that there are two corresponding lines but they not have the reference for POS 1 and 2 as we saw above. Is there any way to connect the two lines in the invoice above to the the voucher rows pos

MishaelAklekerSidekick (Partner)

asked in Finance (Financials)

Authorization of Supplier Credit Invoices

Hello, Thank you for taking the time to read! I am helping a customer who is raises Supplier Credit Invoices. When they do this, they would like some sort of authorization on this to kick on the posting proposal. I have tried various combinations including putting maximum amounts of 0 and amending the priorities etc, but the rule is not kicking in. Would there be any way to apply a rule to the credit invoices raised? Any guidance would be appreciated :) Thanks!

MishaelAklekerSidekick (Partner)

asked in Finance (Financials)

Customer Invoice - Delivered Not Invoiced Posting Solution 💡

Hi, Thank you for taking the time to read this question, please let me know if you have any ideas on how to tackle this :) 💡Would there be any way to post the invoice into to a preliminary account as “Prelim-posted” to capture the delivered but not invoiced transactions on the customer order side?For example, COGS is recognised at Deliver Order. Upon the creation of the invoice would it be possible to post this to a preliminary account, to then be moved to the trade receivables account upon Printing the Invoice? Thank you :) Mish

MishaelAklekerSidekick (Partner)

asked in Data Migration

Stock Take On - Date applied in IFS

Hi, When we take on Stock, is there a way to date this back to the original date of the stock so that the age is held correctly in the system? Any help would be appreciated! Thank you, Mish

MishaelAklekerSidekick (Partner)

asked in Finance (Financials)

Using Pseudo Codes on Supplier Invoices

Hello, Thank you for taking the time to read my question :) I am trying to apply Pseudo codes into the posting line information on the posting proposal. I have created a Pseudo code as follows: Pseudo Codes Base Data I then tried to attach this code to the line: RMB on the Posting line in the posting proposal and click on pseudo CodeWhen i do this, I get the following dialogue box. However I am not able to enter the Pseudo code from any list of values. When I tried creating a new one and saving it within this dialogue box, it wont allow me to view this saved record in the list of values either. Any help on how I can use these codes in the invoicing process would be appreciated :) Thank you Mish

MishaelAklekerSidekick (Partner)

asked in Finance (Financials)

Bank Balances on the cash balance analysis screen

HiI’m struggling a little with this query, but does anyone have any information on how to get the bank balances to show on the cash balance analysis screen and the mixed payment screen (opening balance). I would like to be able to see the opening balance of each bank and match this figure to the GL. I think there is a specific function in IFS where you can refresh the bank account balances and flush them through but I’m a bit unsure of where to find it (tried online help as well!) Mixed Payment: Cash account balance analysis screen Any help would be appreciated :) thank you!

MishaelAklekerSidekick (Partner)

asked in Finance (Financials)

Duty Charges on Imports

Hello, Thank you for taking the time to read my question. Essentially, I have a customer that records duty charges (historical fixed values) on the supplier for purchase part which then gets applied to the purchase order accordingly. However, Duty Charges come through as a deffered statement from the HMRC and not as a form of a supplier invoice. These duty charges need to be matched as when the PO is received, the charges will sit with the PO value in the GRNI until it can be matched. The issue is that the HMRC are not providing a full breakdown and only provide a weekly final figure - which is tricky to match against as we don't know which lines need to be matched. Have you ever come across this situation and how the standard process normally work. I would have initially gone back to the actual submissions to the govt, but the customer has a third party logistics company do this for them. Any help would be appreciated :) Thank youMish

MishaelAklekerSidekick (Partner)

asked in Finance (Financials)

Base for Cost/Revenue Elements in Define Code String

Hello! I’ve been trying to clear down some operational transactions in order to change the base for cost/revenue elements from code part A project to another code part (with no function) I have cleared all the transactions and there are no errors. But when I try to change the base I still get an error: “It is not possible to change the base cost/revenue element as there are non-transferred PCM transactions” I’ve been trying to find out what PCM transactions are and where they are with no luck - Does anyone have any ideas on where this may be ? The Error Message Any suggestion is welcome!! Thanks, Mish

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