What's New

Date	Updates
June 26, 2025	Added Inventory Locations list.
February 25, 2025	Added additional step in Checking the Tax Proposal Transactions. Corrected guidelines on the sales quotation creation in Managing Product Rentals.
February 4, 2025	Added guidance to know how to consult fixed asset report and customer basic data report in Consulting Fixed Asset Report and Consulting Customer Basic Data Report.
November 25, 2024	Corrected guidance on Managing Product Rentals: for more accuracy, "loan" term has been replaced by "rental". Added guidance to change a serial number: Changing a Part Serial Number.
October 17, 2024	Corrected guidance on petty cash transactions in Using Petty Cash Funds: when registering the transaction on the counter cash account, the amount must be negative instead of positive.
October 7, 2024	Added Frequently Asked Question section: Frequently Asked Questions. Added use case examples section: Use Cases. Added troubleshooting section: Troubleshooting. Clarified guidance regarding the filters in Using Record Filters.
September 25, 2024	Added new process to scrap a company fixed asset in Scrapping a Fixed Asset from a Company. Expanded guidance on how to manage product loans for short-term or long-term loans in Managing Product Rentals.
September 16, 2024	Added note when completing the address fields in Creating a Customer.
August 9, 2024	Updated PDF version Added guidance to create templates for purchase and customer orders: Creating a Purchase Order Template and Creating a Customer Order Template. Added guidance to add a payment discount to a supplier invoice in Adding a Payment Discount to a Supplier Invoice. Added guidance to extract legal report types in Extracting a Legal Report Type. Added process to do a year-end closing in Closing an Accounting Year.
July 24, 2024	Added process to add approval templates: In purchase orders of fixed assets: Creating a Purchase Order Using a Purchase Group. When creating parts: Adding an Approval Template for Part Creation. Added guidance to consult reports of orders received but not yet invoiced: Consulting Reports for Received Orders not Yet Invoiced. Added description of cross functional process section.
July 16, 2024	Added processes for intercompany transactions: Making a Purchase from an Intercompany Seller and Selling to an Intercompany Customer.
July 9, 2024	Added guidance to close or open accounting periods: Opening and Closing Accounting Periods.
July 4, 2024	Added guidance to manage product loans: Managing Product Rentals.
July 2, 2024	Added guidance to create a shop order for repair: Creating a Shop Order for Repair. Added guidance to include the landed cost to a receipt value: Including Landed Cost on Receipt Value.
June 11, 2024	Added picture of the access to language settings in Logging In for the First Time to IFS Cloud. Added guidance to consult order reports: Consulting Order Reports. Added guidance on how to add installment plan and discount details to an invoice: Changing Invoice Settings.
May 30, 2024	Updated guidance to insist on the necessity to add notes when completing details in Adding a New Quantity for an Inventory Part, Removing a Quantity from an Inventory Part, Scrapping a Part from the Stock, and Moving Inventory Part. Clarified guidance on the DAS2 Declaration being for french offices only: DAS2 Declaration (FR Specific).
May 23, 2024	Added guidance to apply filters directly at page opening: Applying Filters at Page Opening. Added guidance to create complementary parts: Creating Complementary Parts. Added guidance to save list proposals as favorites: Saving List Proposals as Favorites.
May 17, 2024	Added guidance to consult customer and supplier transaction lists in Consulting Customer Transaction List and Consulting Supplier Transaction List Report. Added guidance to consult customer and supplier basic data analysis in Consulting Customer Basic Data Analysis and Consulting Supplier Basic Data Analysis.
May 14, 2024	Updated guidance to reserve a shop order: Reserving a Shop Order.
April 11, 2024	Modified sales quotation naming convention in Naming Conventions.
April 5, 2024	Added guidance to consult your customer invoices and account analyses: Consulting Customer Invoices, Consulting Customer Account Analysis Added guidance to consult your supplier invoices and account analyses: Consulting Supplier Invoices, Consulting Supplier Account Analyses Added Statistics ans Report chapter in the Record to Report Process: Statistics and Reporting. Added guidance to review the company fixed assets: Consulting Company Fixed Assets.
April 3, 2024	Added guidance for specific supplier invoices in the Purchase to Pay process: Including Cross-Border VAT in a Supplier Invoice and Spain Only: Including a Withholding Tax (IRPF). Added guidance to display the general ledger entries and balance.
March 5, 2024	Added guidance to create a supplier: Creating a Supplier.
February 6, 2024	Added procedures in the Return Material Authorization process. Added guidance to create a bank reconciliation statement: Creating a Bank Reconciliation Statement Added guidance to assign a weight and volume to handling units: Changing the Weight and Volume of Handling Units. Added guidance to consult quick reports for master data parts: Consulting Reports of Master Data Parts.
January 5, 2024	Public release

June 26, 2025

Added Inventory Locations list.

February 25, 2025

Added additional step in Checking the Tax Proposal Transactions.
Corrected guidelines on the sales quotation creation in Managing Product Rentals.

February 4, 2025

Added guidance to know how to consult fixed asset report and customer basic data report in Consulting Fixed Asset Report and Consulting Customer Basic Data Report.

November 25, 2024

Corrected guidance on Managing Product Rentals: for more accuracy, "loan" term has been replaced by "rental".
Added guidance to change a serial number: Changing a Part Serial Number.

October 17, 2024

Corrected guidance on petty cash transactions in Using Petty Cash Funds: when registering the transaction on the counter cash account, the amount must be negative instead of positive.

October 7, 2024

Added Frequently Asked Question section: Frequently Asked Questions.
Added use case examples section: Use Cases.
Added troubleshooting section: Troubleshooting.
Clarified guidance regarding the filters in Using Record Filters.

September 25, 2024

Added new process to scrap a company fixed asset in Scrapping a Fixed Asset from a Company.
Expanded guidance on how to manage product loans for short-term or long-term loans in Managing Product Rentals.

September 16, 2024

Added note when completing the address fields in Creating a Customer.

August 9, 2024

Updated PDF version
Added guidance to create templates for purchase and customer orders: Creating a Purchase Order Template and Creating a Customer Order Template.
Added guidance to add a payment discount to a supplier invoice in Adding a Payment Discount to a Supplier Invoice.
Added guidance to extract legal report types in Extracting a Legal Report Type.
Added process to do a year-end closing in Closing an Accounting Year.

July 24, 2024

Added process to add approval templates:
- In purchase orders of fixed assets: Creating a Purchase Order Using a Purchase Group.
- When creating parts: Adding an Approval Template for Part Creation.
Added guidance to consult reports of orders received but not yet invoiced: Consulting Reports for Received Orders not Yet Invoiced.
Added description of cross functional process section.

July 16, 2024

Added processes for intercompany transactions: Making a Purchase from an Intercompany Seller and Selling to an Intercompany Customer.

July 9, 2024

Added guidance to close or open accounting periods: Opening and Closing Accounting Periods.

July 4, 2024

Added guidance to manage product loans: Managing Product Rentals.

July 2, 2024

Added guidance to create a shop order for repair: Creating a Shop Order for Repair.
Added guidance to include the landed cost to a receipt value: Including Landed Cost on Receipt Value.

June 11, 2024

Added picture of the access to language settings in Logging In for the First Time to IFS Cloud.
Added guidance to consult order reports: Consulting Order Reports.
Added guidance on how to add installment plan and discount details to an invoice: Changing Invoice Settings.

May 30, 2024

Updated guidance to insist on the necessity to add notes when completing details in Adding a New Quantity for an Inventory Part, Removing a Quantity from an Inventory Part, Scrapping a Part from the Stock, and Moving Inventory Part.
Clarified guidance on the DAS2 Declaration being for french offices only: DAS2 Declaration (FR Specific).

May 23, 2024

Added guidance to apply filters directly at page opening: Applying Filters at Page Opening.
Added guidance to create complementary parts: Creating Complementary Parts.
Added guidance to save list proposals as favorites: Saving List Proposals as Favorites.

May 17, 2024

Added guidance to consult customer and supplier transaction lists in Consulting Customer Transaction List and Consulting Supplier Transaction List Report.
Added guidance to consult customer and supplier basic data analysis in Consulting Customer Basic Data Analysis and Consulting Supplier Basic Data Analysis.

May 14, 2024

Updated guidance to reserve a shop order: Reserving a Shop Order.

April 11, 2024

Modified sales quotation naming convention in Naming Conventions.

April 5, 2024

Added guidance to consult your customer invoices and account analyses: Consulting Customer Invoices, Consulting Customer Account Analysis
Added guidance to consult your supplier invoices and account analyses: Consulting Supplier Invoices, Consulting Supplier Account Analyses
Added Statistics ans Report chapter in the Record to Report Process: Statistics and Reporting.
Added guidance to review the company fixed assets: Consulting Company Fixed Assets.

April 3, 2024

Added guidance for specific supplier invoices in the Purchase to Pay process: Including Cross-Border VAT in a Supplier Invoice and Spain Only: Including a Withholding Tax (IRPF).
Added guidance to display the general ledger entries and balance.

March 5, 2024

Added guidance to create a supplier: Creating a Supplier.

February 6, 2024

Added procedures in the Return Material Authorization process.
Added guidance to create a bank reconciliation statement: Creating a Bank Reconciliation Statement
Added guidance to assign a weight and volume to handling units: Changing the Weight and Volume of Handling Units.
Added guidance to consult quick reports for master data parts: Consulting Reports of Master Data Parts.

January 5, 2024

Public release