Modify Basic Data Requirements for Customer Invoices

Explanation

Use this activity to modify basic data for customer invoices in order to load or import external customer invoices.

Once the external customer invoices are loaded, perform the Check step to review data contents and consistency. If the Check step reports errors in the invoices, all the errors must be corrected so that the external invoices can be used to create customer invoices in IFS/Invoice. The following types of corrections can be distinguished:

Correcting externally-loaded data, using windows that are for this sole purpose.
Correction of basic data for customer invoices. Some data may be missing or incorrect, which leads to errors when checking the external customer invoices.
Correcting other types of basic data, such as that in IFS/Accounting Rules.

Note that it might not be possible to correct the current basic data setup. In this case it is recommended that you remove all external customer invoices and, if possible, load them into a company that has the required set of rules and basic data.

Prerequisites

None

System Effects

After basic data is corrected, the external customer invoices can be checked again in order to find out if there are still errors.

Window

N/A

Related Window Descriptions

N/A

Procedure

To perform this activity:

Go through the basic data for customer invoices and correct any incorrect or missing definitions. This may include modification of data in IFS/Enterprise.
Go through the general basic data in IFS/Accounting Rules and correct any incorrect or missing definitions.