Yes, Cedar Bay/Arcwide are a partner who offer a solution. There may be others.
Has the receipt already been matched to a Supplier Invoice? Has the stock been used/issued/moved location?
As the error message says, it is allowed only to use a tax code of zero percentage if the customer is tax exempted. So that tax percentage of the line cannot be 6%. However, as I indicated, when processing another invoice with exactly the same setup but discount is added on the line, there is no error - somewhat inconsistent... I processed another CO on exactly the same site/customer/parts/tax scenario with discount on the CO lines, and the invoice processed without error. Linda
Might not be the answer but in Apps9 there’s a setting on site to allow multiple owner stock (ie customer and company). Might it be sitting in a location that is not a picking location or has some ‘do not allow reserve’ flag on it?
Is there a ‘highlight the line/right mouse button/recalculate price’ option (or off the RMB in the header) Educated guess based on what’s in Apps9.
Hi, What is the percentage of the tax code used in the invoice line/s? 6%
We just handled them as manual credit invoices to customers and manual stock adjustments on the basis that eventually there wouldn’t be any, using the Notes fields to record original invoice/order numbers. Depends on how many you think you’re going to have, I guess...
How far off the expected date do you see? Is there a Picking Leadtime against the site or Inspection time on the part?
You’re welcome!
I don’t know about budget/planning code but “invalid time interval” on project is this Valid Until field in Financials/Project Accounting/Project Might also be worth checking the planned finish date on the activity
We don’t use CBS but use this field an additional flag rather than giving ‘Priority’. EG The Red and Green drive conditional formatting on the Work Instruction so the technicians can easily spot the differences between these and standard production jobs. We use them in another area to ‘Group’ jobs by particular sets of Work Centre. I think it’s one of those you can use and almost make up your own rules as to what they mean/action. Don’t know if that helps?
We had an issue with this message some time ago in Apps9 and it required a data fix from IFS direct. Linda G1863833
Has someone registered hours but the transaction hasn’t been transferred through to the GL? Check Project Transactions screen for any transaction not Approved/Updated? Are there any corrected hours not transferred? Your highlighted activity ends 31/5/24 but your Transactions screen only goes up to 31/3/24 - are there some credit bookings between 1.4.24 and 31.5.24? Linda
This is what the online help says...Reference:The ID or name of the customer's contact, the default value will be retrieved through the contact fetching hierarchy. The customer contact fetching hierarchy will not be valid in the following instances:1. If a sales quotation/customer order is created from a business opportunity, the value defined in the Main Contact field will be retrieved. If no main contact has been defined, the Reference field will be empty.2. If a customer order is created from a sales quotation, the value defined in the Reference field on the sales quotation will be retrieved. If such a reference is not defined, the Reference field on the customer order will be empty.3. If a return material authorization is created from a customer order, the value defined in the Reference field on the customer order will be retrieved. If such a reference is not defined, the Reference field on the return material authorization will be empty.You can change the customer's contact by e
Customer/Order/Reference
Are the transactions in Error? Project Postings Analysis or Cloud equivalent would show you...
Hi @PRODQ , New employment is a part of Employee Administration of IFS. Check out the IFS documentation section for Employee Administration which would give the complete guide of setting up Basic data, creating employee, terminating employee, modifying employee information, managing employee information and also employee onboarding. Hope this helps hI @Dharshankumaar Mahendran Thanks for the feedback. Where would I find the documentation you refer to, please? When you say … You can create employees without an user ID but for them to time report they should be a user in IFS at least with limited functionality where the permission allows them only to time report Are you saying that for anyone to report hours on a shop order as an Empoloyee they have to be set up as a User in IFS now? ThanksLinda
Hi Linda, The settings for the "New Employment" wizard are defined in the configuration, example LIGHT. In Apps9 you can change (remove) the wizard steps and other field settings according to your requirements in “HR Assistant Configration” page… I think it is the same in Cloud maybe with another page name as I dont have access at the moment to it. 😀 The nice thing about the assistant is that you are guided and don't have to work your way through the "Employee" page manually. I hope this is a little helpful, but unfortunately I don't have an easy-to-follow guide for you. Best, Lidija Thanks, @Lidia We don’t use the Assistant in Apps9 either as we don’t use the full extent of HR but I can go and seek out the Assistant Configuration view in Cloud. Thanks for the steer!
Thanks @Buddhika Kurera. I was looking for a little more detail though. What drives choice in Configuration, for example? If it’s full or light user what about when I’m only setting up someone who will be reporting hours on shop orders via Shop Floor Workbench? They don’t have a user licence. I also don’t have any options in the Template dropdown. Oddly, I didn’t have a ‘new’ option in the Employees overview - even when logged on as IFSAPP. I guess I’m going to be getting some further partner training :-) Linda
@Mathias Dahl Is there an “Idea” posted that I can UpVote for this? We have just discovered this ‘sign-off’ doesn’t exist and is very much required as part of an auditable requirement we have in one area of our business. Might I ask which piece of documentation we would have seen/been notified this functionality had been dropped? ThanksLinda
Is there a default Resource Group set somewhere (Company?) for employees not connected to a Resrouce?
You don’t say what version you’re on but it’s a fairly complex topic so I would recommend having some input/training from a partner. Linda
I think you could use Change Orders to accommodate making changes on either PO or CO side. Linda
Hi again, In case if you have any access issues to KBA I am adding below information as well. Basic Data Setup 1. Shipment Type window, Shipment Creation > Receipt Return select At Report Return (If you select Not Automatic return shipments will not be created). 2. Now go to the supplier window > Address > Outbound Address Information (new tab) > Add shipment type. 3. Now process the PO with returns. 1) Enter the return qty and register inspection results. And select ok. 2) You will get below information message. 3) Select ok for the above message you will get below shipment lines screen. Select the line and go to details. 4) Shipment will be opened as below. Now process the shipment manually or automatically as you have set for the shipment type. Thank you, Nadeesha Thanks, @Nadeesha Madushani . The link sends me to a ‘service now’ page which I’ve never come across before. Sorry, I also don’t know what a ‘KBA’ is but thanks for the info.Linda
Hi, From IFSCloud 22R2 onwards there is a process change in supplier returns and instead of Supplier return shipments now it is using shipment window to process supplier shipments as well. For that you will need to setup some basic data in supplier and shipment type. Please refer below KBA for more information. Hope this will be useful. https://ifsworld.service-now.com/nav_to.do?uri=kb_template_kcs_article.do?sys_id=ed8dc7fe873665d00b0631973cbb353c Thank you, Nadeesha Hi Nadeesha, is the above document available globally? I’m being asked to sign in and my community/portal/guideme login doesn’t registerTHanks
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