In Apps9 when working with the Consolidation Period Balance Analysis one of our users is asking if the ‘Account’ field can be enabled with a ‘Sum’ option. Currently it has ‘Group’ and ‘Sum’ available. Other fields within the same menu have ‘Group’, ‘Sum’, ‘Avg’, ‘Highest’, ‘Lowest’ and ‘Count’. Does anyone know if the ‘Sum’ option is available for the ‘Account’ field and if so how to enable it?Thank you
Finance user in Apps9 is attempting to enter a negative customer offset and would like the Write-off Code list of values to be available when entering. Currently that list of values only appears when the amount is a positive offset. Only work around we have found is to create an instant invoice for the positive amount and then enter that offset against it. Does anyone know of a way to configure that Write-off codes to appear with negative offsets?
We are trying to gather information regarding handling credit card refunds. Currently in our apps9 version, all credit card transactions come into IFS as a check. Refunds do not create ‘negative’ checks within IFS. Each day we get a statement of the deposit and charges we get from our banks regarding credit card transactions. We then enter that gross total as a mixed payment that writes to a GL account. We then cash the checks generated for that same day to balance out the deposit mixed payment. However, if there were refunds the total of checks to be cashed that day will be more than what has been deposited and in turn, we create a manual mixed payment for every refund to ensure that the deposit total is the same as the total of the check cashing.Does anyone know of a capability of creating “negative checks” from a refund. If that functionality was possible, it would eliminate the need for creating the individual mixed payments for each refund. We have tried to create “negative check
Two part question:Does anyone know what happens when you reach the end of the end value of Invoice Number Series? Does it go back to the start value after reaching the end like an odometer? What is the character max for the end value? thank you
I am setting up new invoice series IDs to avoid series number conflicts. What I am unsure of is why some of the existing Series IDs have a Voucher Type LOV available to them. Additionally the only value available is F - Customer Invoices. None of our existing Series IDs have a Voucher Type selected. I am wondering what if anything it affects if one was selected. Secondly how would you create a new Series ID and have the Voucher LOV available. Even when I duplicated an existing Invoice Series ID the Voucher Type LOV was not available to it. - Thank you
We have a situation where a mistake was keyed in for a received non-inventory purchase order for a period (December). The mistake was discovered in the 2nd period (January). When cancelling or un-receiving, the system defaults to the date you cancelled the receipt. Thus the received non invoiced report for period 1 (December) shows the amounts and the 2nd period (January) report does not display since it was un-received. It would be optimal if we could enter a date when we cancel the receipt to have it display in the 1st period (December). Has anyone encountered this or have any potential solutions?
I have created a custom field that works perfectly on the GL Voucher Rows Analysis view (GEN_LED_VOUCHER_ROW_UNION_QRY). However when reaching the GL Voucher Rows Analysis view via the GL Balance Analysis (RMB on the line and choose ‘Voucher Information...’) it is not available. The data source is slightly different in that it is tbwGLQueryVoucherRow2 vs. tbwGLQueryVoucherRow. Any ideas how enable it?
I have created a custom field on the bottom of the Customer Order view (tbwCustomerOrderLine_Ext). Although I can ‘see’ the field in Mandatory tab of the Object Properties it is not listed in the Layout tab. Because of this I have not been able to make it available to users.
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