Distribution (CRM, Commerce)

Hello,is there an integrated mail client in IFS Cloud CRM or do I have to sent out emails with outlook planel? 

Hallo community!I am trying to configure IFS CLOUD to trigger a message when a Sales Part is not available that has a substitute part set up that is available.But so far, I have failed. What I found as the potential solution in the documentation is the following: But when I go to the Inventory Part Asse Classes page, there is no such parameter: Any ideas?Thanks,Gunther

Hello,In a business opportunity, is it possible to go from confirmed status to in progress status without creating a quotation ? RegardsPierrick

In our setup we’re looking for the simplest way to regularly invoice a software license in IFS Cloud.Real-world scenario:We sell a software license that renews automatically every year and gets invoiced quarterly.Technically in IFSC:software license is represented with a non-inventory configurable sales part Service Contracts can trigger regular creation of Work Orders Request Contracts can trigger regular creation of RequestsThat’s why we’re wondering — what is the best and simplest way in IFS Cloud to handle recurring invoicing for something like a software license?And if the product is a non-inventory configurable sales part, how does that affect the setup or available options?Would love to hear how others have implemented similar recurring revenue models in IFS Cloud.

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.

Hello.By adding a new line in the purchase requisition screen in the no part requisition lines, we have the following error message when we mention the supplier :A Tax Code is required when supplier tax validation has Transaction Level selected on Company, Tax Control tabI noticed that the tax code is not automatically filled and even if we fill it, the error keeps poping.Other information, the status is set to planned.Any idea to fix this?IFS APPS 10 UPD 5

An error "ORA-01403: no data found" we tried to release a blocked order in "Handle Blocked Customer Orders".   

When invoicing have blocked lines by mistake.I now cannot find the orderHow do I find the order and unblock so I can invoice the whole order please

I have properly creating a sales process and marked it as the default. However, whenever I create a new business opportunity, the “Sales Process” field is not defaulting to the Default Sales Process. What is the issue? This is for IFS Aurena with IFS 10.    

 Hi,I was wondering whether we can merge CRM accounts (Category = Customer) if they are not connected to any objects or do not have any transactions in the system.One of our customers using IFS Cloud has integrated IFS with an external POS system. They import CRM accounts from POS system and save these as customers (category = customer). The CRM account is labelled as duplicate, but we cannot see the “Merge Account” command on the header to merge the duplicate with the original account.I understand that merge account work ok for prospects but couldn’t find a document explaining any limitations or why it’s not supposed to work for new CRM accounts when the category is customer. Is this the intended behaviour for CRM accounts of type “Customer”, even if duplicate records don’t connect with any objects or do not have transactions previously recorded in the system? I would like to see how other customers handle duplicate checks and merge CRM accounts when they import accounts directly from

In 25R1, I am creating a Customer from the New Contact Screen.The duplicate check rule for single hit and combined hit are set as Active.The duplicate check action setup Default Action has been set as Prevent Save and set as Active.I entered the exact same name as a Customer that already exists.However, the duplicate check does not prevent the record from being saved.Any ideas as to the reason for this failure on the duplicate check ?    

I’d like to add a new stage to an existing Sales Process. I have added the new stage to the correct existing Sales Process Template, but now I am unable to add the stage to the Sales Process. Need help.     

Hello all, does anyone has experience how it is possible to modify existing sales contract revision line items using Contract Change Order in IFS Cloud (25R1)? The only thing I am able to do with Contract Change Order is to add new line or new items to existing sales contract revision. According to IFS Documentation, it is CURRENTLY not possible to change existing sales contract items by Contract Change Order - since there is the word “Currently”, I understand that this functionality was available in the past releases or even IFS versions. Does anyone know if this funcionality is planned to be added again within future release of IFS Cloud?   In general, if you are using sales contract and you need to let’s say change/update data on existing sales contract revision line item (e.g. quantity, sales rate...) or you need to delete any sales contract revision line item, what are the steps you include in your process? Do you use new sales contract revision version to execute such changes?  T

Hi,  We’re currently using 24R2. I have the requirement of being able to adjust and track updating the Sales Contract Line Item Quantity as Planned Demand differs from Actual Demand. As an example, Part A is an Item on Line 1 of my Sales Contract with a required Quantity of 100 currently. However, the demand for Part is actually 50 and we need to create a new Sales Contract Revision to reflect the changes. Currently, we create a new Item Line with Part A with a Quantity = -50 to reflect this change, however, we can’t accept negative quantity lines going forward, as connected Business Opportunities cannot have negative quantity lines. With this in mind, I’ve been exploring the usage of Contract Change Orders in a test environment, which seem great for being able to Add New Line Items to my Sales Contract and have them be tracked/approved etc. However, I can’t seem to be able to just edit/reduce the Quantity of Part A on Line 1 of my Sales Contract from 100 to 50 and track this change. I

Scan Sales Quotation error messageI'm trying to use the Scan  Sales Quotation, but I'm having the error: “This feature is not available. Please try again or contact your system administrator regarding AI services.” when I try to click next. I have the AI service my IFS implementation mode is Remote IFS version 25.1.5Anyone has any clue about what to do?

Our customers require the “Estimated Time of Departure (ETD)” and “Estimated Time of Arrival (ETA)” fields in Customer Order details or Ship or Shipment.Because those dates must be printed on the invoice and packing list.However, I think about those two items do not exist in Customer Order details.As an alternative, should we add items using custom fields?

Hi Heros, After adding a custom field at the Business Lead screen, it is working on IFS Cloud, but on CRM Companion, I am getting the message error below. Anyone have any idea how to fix:   IFS Version: 25R1 

Hi heroes,Getting the error below when trying to add the contact to the account via CRM Panel outlook. Sometimes it works when I have a type prospect , but when I have a type customer I have always this the error.IFS Version: 25R1 

Looking for positive/negative feedback from users that utilize Cloud warehousing modules for everyday business.  

Hi Heros,I can see at “apps for page designer” on IFS CRM Companion the option  SCAN NEW CONTACT, but when open the CRM Companion app, the option does not exist. Do you have any Idea how to enable the option in the app?IFS Version: 25R1 

I receive this error when attempting the Save to CRM function. Has anyone experienced this and know the solution?

Hey Everyone,  I am curious, in what ways do you sell / create kits in IFS. I was reading that it’s possible to sell a kit and have it be constructed the moment it’s sold, but I don’t see an obvious way of doing this. Thanks!

In 25R1, a requirement has been raised for an Opportunity that will have multi year renewals to be pursued at the end of every year. Example :Business Opportunity 1001 is for $20k - this has been won and then needs to be included for the next year again as an Opportunity for $20k and again in the following year. What is the best way to handle this in IFS CRM ?

We are using Business Opportunities and try to follow the sales pipeline development over time. We have IFS Cloud 24R1 SU4. When looking at the pipeline data we have significantly lower number of business opportunities in the  snapshot compared to when we look at the business opportunity at any given moment in time. We do the same query by status of BO, excluding, Cancelled, Closed and On Hold,  so is there something I’m missing here. I assume that every snapshot should contain all BO or is it just the ones that are changed from last snapshot. We where missing about 37% of the BO in the snapshot.   Anyone else experienced this issue?

Hi All,What’s the best practice in IFS cloud to integrate with WMS? Is there recommended integration projections that we can use?In pervious versions, we were using WMSINT that contain 6 messages to make the integration work between IFS and a WMS work. We would like to know which projections can be used as replacements for this?More information on WMSINT can be found in this topicWMS Integration | IFS Community