This activity is used to enter information for Invoice Automatic Posting Rules. These rules provide the possibility to create posting lines automatically in Posting Proposal Page when there is a mismatch between Purchase Order and the Supplier Invoice due to additional cost/s. Posting Lines are creating based on the information entered in the Posting Template which is connected to the Rule.
Multiple costs can be entered by the user in the Value field using Semi Colon (;). If user requires a cost to be taken considering the value/s entered in the Value field, percentage (%) mark could be used to derive cost/s. As an example, user enter an additional cost in the Manual Supplier Invoice line as “Freight Cost” and it can be defined in the Value field as %Freight% of the Invoice Automatic Posting Rule. Then it does not require to define exact cost name in the Value field.
Disabling the Apply Regardless of Supplier toggle is allowing users to set up different suppliers under rules and then those rules will apply only for the specified Supplier Invoices. There are three status values for Invoice Automatic Posting Rules. When the rule is created and saved, it will have the Planned status. The rules will be in effect when the rule is set to the Active status. You can also change the status to Obsolete if the rule is not required any more. To make modifications to an active rule, you will have to change the status to Planned before applying the required modifications.
In order to perform this activity, a company should exist in IFS.
Posting Templates should be entered in the Posting Template page.
As a result of this activity, an Invoice Automatic Posting Rules will be created in the system and will be ready to use to balance the Posting Proposals.