Distribution (CRM, Commerce)

Hi Community! If I open up Page Designer on the Business Activities page (shown below) and look for Attributes on the BusinessActivity entity, some seem to be missing.  These “missing attributes” fall into two categories:There are attributes that exist on the Entity but don’t display as options on the Page Designer, such as DateEntered. It’s possible to see DateEntered on the Query Designer so you know it’s there; you just can’t see displayed on the drop-down list of available Attributes it on the Page Designer. There are also attributes that must surely exist in the database somewhere, but don’t even display on the Query Designer. For example, the identity of the user that created the Business Activity. You can see the identity of the Main Representative of the Customer Account but you

Currently, the standard lobby does not have a way to filter on country or company level.We work in several countries, and managers would like to have a general overview of only their repsective company or country. How could we create a filter to this lobby, so we could choose to see a specific company or country? The SITE filter does not seem to work in page parameters. A filter box like Status; Activity type; Category would work fine, or if it were editable in page paraemeters.

Hi, It is possible in IFSCloud in the Business Activities view to close (completed) single activity. Is it possible to make the command available also when you choose several activities? 

Hello,I’ve encountered a behavior in IFS V10 that doesn’t seem normal.create a first customer schedule (progression 1) with one line. I then release the schedule, which creates the customer order line, and I deliver that line.After that, I create a second version of the schedule (progression 2) containing the two lines: the previous one and a new line. When I release it, I receive an error message saying that the system cannot cancel the first line (that is delivered). However, I don’t understand why the system is trying to cancel it.I repeated the same test in IFS Cloud and I do not get this error. So I’m not sure whether this is a V10 issue or if some configuration is missing.Could you please help me with this?Thank you.

In IFS cloud, how do u control the display of a number, example 3,000.00, show the commas in the correct positions across all forms?

Hi,We are on Cloud 25.1.5.We are receiving the following error when returning inventory using RMA. This is a serialized part and connected to an object which is currently sitting in In Facility. What might be the cause for this error and what is the correct step to return objects back to inventory? Cheers

A new functionality called Assembly Kit has been introduced in 25R2, and this solution perfectly fits one of our customer requirements. However, there is a limitation when managing these assembly kits for rental use, as the system has a hard restriction that prevents modifying the contents of an assembly kit through an assembly order when the ownership type is a company rental asset. I understand this limitation exists because the assembly kit cost is calculated based on the component costs.However, we would be keen to know if anyone from R&D can confirm whether there are plans in the future roadmap to enable the Assembly Kit functionality for rental use as well.

Our salespersons creates Prospects, but when working in different countries with different geographical limitations on how to create sales regions, we would need to update the Sales Address Information (Customer view; Address) behind the Prospect.  Customer > Address This is by default only permitted to do for Customer. Is there a work-around for this without changing customer category? Use Case: Sending marketing newsletter to Main Representatives Customers/Prospects. Main Rep can be responsible for a wide sales area, with big differences in weather, culture etc. We would need to pinpoint certain parts of the sales area for different newsletter content.Without the Region field in use under Prospect, we cannot pinpoint Prospects in for example northern Sweden if the sa

In previous IFS versions we were able to see the value of Closed (status) Lost (state) sales quotations in the Sales Quotations view.  In current version 25R1 the total net prices for lost quotations is 0.00 even if there are product lines with values in the lost quotation. Current versions still show values for Closed and Won quotations. Is this is a bug or a change that have been requested? This affect negatively the possibility to deep dive into analyzing sales quotations and specially the lost ones. We have thousands of annual quotations to analyze, and it is not practical to open each quotation separately and combining the quotation value in excels...

I’m trying to Deliver a Shipment and I keep getting the error “Carrier not found or no Invoicing Supplier defined for Carrier. Cannot create Accrual PO.”The Ship Via code is defined.  The associated carrier is defined in Freight Carriers and has an active supplier number in the Invoicing Supplier ID.I’m stumped on where else to look.Can anyone help?(IFS Cloud 25R1)

Can we add a new field value to Business Opportunity Journal? If it is ok can it be done by user? For example BO Notes

Hi! In the Business Opportunity Management lobby, when filtering the data with Page Parameters, How does the Days filter work? I understand you can add an amount of days to the filter. For example “365”. Which 365 days does the data show? 365 from now forward, is today in the middle of 365 or does it work in other ways? How does the Period filter work? What options do I have there to use? How could I best filter the Opportunity Estimated date, to show only projects estimated to close current year?  

Good Morning, I am reaching out as my customer would like to use the Business Opportunity module to manage their sales pipeline.Currently, it is possible to create a Sales Quotation, Sales Contract, or Service Quotation directly from a Business Opportunity.However, when creating a Service Quotation and passing its status to accepted, the Quotation created is linked to previous Service Module not to new Service Management Module.Has there been any communication or roadmap indicating when Business Opportunity will be integrated with the new Service Management module? Additionally, will it become possible to create a Request for Quotation or Request for Contract from the Business Opportunity?Thanks in advance for your answer,

Hi,  I’m wanting to use the automation between Sales Contracts and Business Opportunities - whereby when I create a Business Opportunity and then create a Sales Contract from that Business Opportunity, if I add or remove lines on my Sales Contract the Business Opportunity is updated. This works really well for having an accurate pipeline etc. with no duplication of data entry between the BO and SC. However, once the Sales Contract is activated and we create a Project using the Sales Contract - I no longer want the link between the Business Opportunity and the Sales Contract. I would need the Business Opportunity to become “static” a bit like once you create a Customer Order from a Business Opportunity, it doesn’t auto update.  Is there any way to achieve this using OOTB? Why would customers want to the BO to be continuously updated AFTER an active Project is linked to the Sales Contract (which is linked to a Business Opp).  Struggling

In IFS Cloud, 24R2 SU6, a core defect (confirmed by IFS Case) was identifiedThe ORA-06502 error message only appears when the lot number of the part being shipped is 13 or more characters. When the lot number is less than 13 characters the error does not appear.

The Status fields to choose from are Cancel; Hold; Close; Won, Partially Won; Lost Infact, Won; Lost; and Partially Won are not Statuses but States. Why are Status and State in the same Status bar? We now have problems with salespersons choosing the state WON or LOST from the Status list, which still keeps the BO active as the status should have been Closed and then choose Won or Lost from the popup. Is there any way to hide Won; Lost and Partially Won states from Status bar?  

Here is an example: Issue #1 -  the sales qty should update to 40 not the original 44.  I believe this quantity is updated during the invoicing process of the order.  I verified that simply reserving the amount does not update the qty.Issue #2 and the issue I am asking about, I need the Swell allowance to be calculated on the total line/order value AFTER ALL OTHER ADJUSTMENTS ARE APPLIED. How can this be accomplished in an automated way?

In IFS9 , we used a custom field when creating Business Activity. Sales reps could choose from a drop down list one or several labels (e.g. different product groups or important trends such as COVID). This helped management and R&D to easily find relevant information from the Business Activities withouth manually going through hundreds of activities. In IFS9 this custom field was searchable with filter function. In CLOUD, the filter function have been removed for custom fields in Business Activities. Was this itentional? Is the function returning?

Hi All,I am seeing following error when report picking for project inventory. I am using pick by choice with in the same project but belongs to different activity.  Here is my inventory part in stock record.  My CO is project connected to the activity 100000069 but in manual reservations I can see both the activities related stocks as its under one project.But when I try to pick by choice with a different activity in the same project I am getting this error. Anyone know whats the issue with this?Thanks,Chamath

It is often the case in our industry, that the Business Opportunity starts with one customer, but the final product is purchased and delivered to another one. Or, that the customer want the Sales Order to be addressed to another of their companies/accounts. Our challenge now is, that we are not able to change the Account of the Business Opportunity, as the Sales Quotation is attached. It is neither possible to change the Account of the Sales Quotation, because that is attached to the Business Opportunity. The only option seems to be to cancel current Business Opportunity and Sales Quotation, and redo them to the new account. Which is a lot of work. Is there a go-around, how we can during the process change the Account connected to Business Opportunity after Sales Quotation has been created (preferable without losing information)?

Idea:Capture Source on Leads in CRM Companion (Source ID / marketing attribution) ProblemMarketing/source attribution exists in CRM (e.g., sources for Accounts and Opportunities), and lead management is fully documented in the web client. CRM Companion covers Leads as an entity, but there’s no documented way to set a lead Source on mobile—forcing later desktop entry and risking data loss after marketing events/activities.Why it matters Accurate campaign ROI and channel performance tracking (events, conferences). Reduces rework and prevents attribution gaps when leads are created in the field. Proposed solution (mobile UX) Add a Source field (drop-down) to the Lead create/edit form in CRM Companion. Respect existing CR

Idea:Add Confirm / Progress Sales Process action for Business Opportunities in CRM Companion ProblemIn the web client a BO is created with Unconfirmed status and can be progressed/managed via sales-process actions (incl. Confirm/Process). CRM Companion lacks a documented way to confirm/progress a BO on mobile, forcing reps to wait for desktop and delaying funnel governance.Why it matters Faster stage hygiene from the field; BO lands in the correct process immediately. Cleaner reporting and automation that hinge on BO status/transitions. Proposed solution (mobile UX) On BO detail, expose a Process / Confirm button mirroring the web’s sales-process command set for the current BO state. Advance Stage: validates required

Another individual asked this question 3 years ago and never got a response, so I’m trying to ask again:Is there a setting or option to prevent certain sales parts from never getting a discount %? We are looking to see if we can replace our current CRM process with IFS, but in the current CRM, we do not allow for the discount of Extended Warranty (% charge) or Installation Service (NI Sales Part).  So we would need a solution for both a charge and a Non-Inventory Sales Part.

In a multi site scenario (Demand and Supply sites exist), can the demand of the Dmand Site ie- 700 pcs in week 25 update in the Supply on week 23, assuming a 2 week lead time between 2 sites? , if so what are the configuration and settings that needs to be done?   In addition can the total demand for a month be cumulated to one day as all deliveries are done only 1 day per month?

Is there  a way in 25R1 that we can the cursor land in the customer number field when entering a new customer order?