Frequently Asked Questions

How can I automatically display the supplier details in a manual supplier invoice?

You can set a Default Cost Code String to the supplier.

For a practical example, see: Assigning a Default Cost Code String to a Supplier
For more information, see: Supplier Invoice Configuration.

I can see suppliers and customers from other entities in the lists. Why, and what can I do to show only my own suppliers and customers?

Customers and suppliers on a global level can be seen by all offices. However, offices must work with only the customers/suppliers assigned to them in IFS Cloud, or with intercompany customers/suppliers. You can use filters on the Customers or Suppliers pages to see only data relevant to you.

For a practical example, see: Using Filters on Customer and Supplier Lists
For more information, see: Using Record Filters.

How can I configure parts that are frequently sold together to be automatically suggested when creating a sales quotation?

Parts that are frequently sold together can be linked to each other. This way, when you select one of the parts in a customer order or sales quotation, IFS Cloud will automatically suggest the complementary parts.

For a practical example: Linking Parts Frequently Sold Together
For more information, see: Creating Complementary Parts.

How can I retrieve a voucher number based on my invoice number?

Use the Reference Number field in the GL Voucher Rows Analysis to retrieve all transactions linked to a specific invoice.