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Distribution (CRM, Commerce)

This will include the questions related to CRM and Commerce.

  • 1,298 Topics
  • 3,332 Replies
1298 Topics
D
Do Gooder (Customer)
DebbieDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
IFS Cloud R1 Customer Hierarchy

The Customer Hierarchy does an alpha-numeric sort at levels 1 and 2.  However, from level 3 on there is no sort on the records that appear in the tree.  That is compounded by the fact that it displays the standard 24 records at a time and you have to click show more repeatedly to make sure you can see all the unsorted records to find the one you need to work with (remove, move to another place in the hierarchy, etc.).  Has anyone found a reasonable way to work around this?

131
A
Sidekick (Customer)
K
Do Gooder (Customer)
Kasun.jayawardhanaDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Incorrect RMA need to delete

One of Our end users has incorrectly added the amounts. Then RMA has release and already printed. After identifying the issue now, we need to delete or Cancel the RMA. But the system is not allowing to do so. Please support Thank youKasun​​​​​​​

280
K
Do Gooder (Customer)
B
Sidekick (Customer)
B.COLASSidekick (Customer)
asked in Distribution (CRM, Commerce)
Manage confirmation for distribution order

Hello,I’m trying to find a solution to manage the confirmation of delivery dates on the distribution orders between 2 sites. Note :From a Distribution Order, we can update the Delivery dates and IFS instantly update dates in the PO and CO. I wanted to use the 'confirm' function of the purchase order to notify on the customer site has taken note of the supplier site’s confirmation. In order to see the changes.But I realize that this one is not suitable, in case of a change of date by the supplier the status of the line doesn’t update only that of the order.Have you ever had this problem ? Otherwise, do you have another suggestion to make me to manage the confirmation dates for distribution orders.

50
B
Sidekick (Customer)
L
Sidekick (Customer)
LauraBSidekick (Customer)
asked in Distribution (CRM, Commerce)
Using Custom Fields in CRM Sales Process Actions - 24R1

We have a simple custom field where users can enter a percentage, i.e., number field restricted to values of between 0 and 100, on our Business Opportunities screen on the General Info section.We want to force users to populate this field before they exit a particular Sales Process Stage - this sounds like the perfect use case for Sales Process Actions?When we try to set this up, we don’t see the custom field on the Enter Data dialog:Can anyone advise how we get custom fields to appear here?I know this was a restriction in Aurena but I had believed it had been fixed in Cloud at least for simple custom fields.

210
L
Sidekick (Customer)
F
Do Gooder (Customer)
FillsonDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Is it possible to change condition code (enabled) even if inventory part exists?

Hi,I have an issue. I need to modify an article (change part number) in IFS SURF. The individual I need to change is already issued on a shop order. I need to unissue this article in order to modify it. The problem is that I cannot unissue the article from the shop order since the “allow condition code” button is enabled for it in inventory part. It is not possible to change condition code once it is enabled and “exists” in inventory part.Is there anything I can do to solve this or do I need to involve IFS support? /F

100
F
Do Gooder (Customer)
S
Do Gooder (Partner)
Sachini WanniatchiDo Gooder (Partner)
asked in Distribution (CRM, Commerce)
Supply code may not be updated when the Order has been Released

Hi, In IFS Cloud, the CO lines cannot be Unpegged from its Shop Order and changed to Invent Order when the Customer Order status is Blocked due to the below error message.  However, in the IFS Apps 09 environment, this function is possible where a CO line could be Unpegged from its Shop Order and the Supply Code would be changed to Invent Order without any error message even though the CO is in Blocked state. Does anyone know whether it is possible to change the Supply Code of Blocked Orders in IFS CLOUD environment? ​Thanks!

656
Abdul
Superhero (Partner)
L
Do Gooder (Customer)
LMWDAVINDERDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Disable having to RE-confirm Customer order line after promised date change

Hi. Each order Line must be re-confirmed after a date change.Is there a way/setting to stop having to re-confirming a line after the Promised Date is changed.So simply put,  a confirmed line status stays as “Yes”  Thanks. 

252
L
Do Gooder (Customer)
K
Sidekick (Customer)
Kavindu911Sidekick (Customer)
asked in Distribution (CRM, Commerce)
Error in register purchase order arrival

Not allowing to GRN (Purchase Order Arrival) an Inventory part due to the error “The value of the inventory transaction may not be 0 for part”But there is a value in the purchase order line. I tried changing Misc part info to “Zero Cost Allowed” then the ARRIVAL got created with 0 value in the inventory transaction history. 

887
K
Sidekick (Customer)
A
Sidekick (Customer)
AsadanSidekick (Customer)
asked in Distribution (CRM, Commerce)
Do Representative Status searchable in Page Desinger, view Representative 360

HelloI need help to find how the status for Representative do searchable in veiw Representative 360.As you can see this page shows each representative person and we want to search and shows per status Active, Hidden or Bloced in Search filter.I tried to find in Page Designer but couldn’t find it. Could someone please tell me where in Page Designer I could find? We have 24R2SU2 thanks. 

132
A
Sidekick (Customer)
B
Sidekick (Customer)
BillatREMSidekick (Customer)
asked in Distribution (CRM, Commerce)
Limiting Address Types for New Customer Address

In Cloud, when creating a new address for a customer, IFS automatically create 6 address types.  Is there any way to control the types?  We want our Users to be able to create Delivery and Visit addresses, but not Document and Pay.  

202
B
Sidekick (Customer)
AntonioInfoConsulting
Sidekick (Partner)
AntonioInfoConsultingSidekick (Partner)
asked in Distribution (CRM, Commerce)
Red triangle on Business Opportunity Pipeline

In 24R1, on my Business Opportunity Pipeline page, there is a red triangle displayed next to some Opportunities. Do you know what the red triangle represents ?  

241
AntonioInfoConsulting
Sidekick (Partner)
Vernon Anderson
Sidekick (Employee)
Vernon AndersonSidekick (Employee)
asked in Distribution (CRM, Commerce)
Reserving inventory via WaDaCo

Has anyone been asked by a customer that they want to use a WaDaCo transaction that allows them to manually reserve parts to be shipped to the customer order rather than use the automatic reservation oir manually reserve the customer order line. Thoughts???  We are drafting a CRIM spec to do this.

924
D
Do Gooder (Partner)
T
Sidekick (Customer)
TPLaineSidekick (Customer)
asked in Distribution (CRM, Commerce)
Invoicing Customer Order from multiple customers

Dear Community, Apart my own doubts, I promised I’d find out.We would have very niche case, where single Work Order / Customer Order (with inventory parts too) would be needed to be shared between multiple (2 or more) customers. Like repair of shared assets.According to the users on Apps9 it was possible to do via Staged Billing, by sharing order to multiple line, invoicing first, and then changing the “invoice Customer” on actual customer order. Currently cloud (23R2) does not allow you to change invoicing customer on customer order when something has been invoiced. Found out doing it other way around by removing invoice customer works, but this seems to be unintended functionality. Is there other proper way to do this, instead of making multiple customer orders and using non-inventory part lines?If I recall correctly, something similar could be done on Sales Contract, but we do not have that module currently. -Toni

210
T
Sidekick (Customer)
Franck.G
Sidekick (Employee)
Franck.GSidekick (Employee)
asked in Distribution (CRM, Commerce)
bookmark with the dynamic filter

Hi,Save the bookmark with the dynamic filter and not the dates:     

220
Franck.G
Sidekick (Employee)
S
Do Gooder (Customer)
sstevensDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Set Filter of Reference Field Based on Other Field

On Sales Quotation Line, I created a custom reference field called Product Structure that will display the Product Structure Revision No and Alternate No. The user is required to choose the correct Product Structure for the shop order as a means of communication to the order processing team.Right now, the LOV shows all product structures for all parts and the user has to manually filter the list based on the sales part. I want the LOV to default the Part_No filter to the Sales Part (CatalonNo) chosen on the OrderQuotationLine. I cannot find a good walkthrough online. Can anyone assist? 

461
S
Do Gooder (Customer)
ashenfdo
Sidekick (Customer)
ashenfdoSidekick (Customer)
asked in Distribution (CRM, Commerce)
Business Opportunities not shown in CRM Panel 24r2

We are using IFS CRM panel for Outlook currently on 22r2 version and we are planning to update to 24r2 version. We have noticed the connected business opportunities are not shown in 24r2 version crm panel even though they are shown in 22r2 version any reason for this?22R2   24R2 

779
ashenfdo
Sidekick (Customer)
J
Hero (Customer)
jamie.malangyaonHero (Customer)
asked in Distribution (CRM, Commerce)
Missing Business Mail body and attachment from the CRM Panel in Outlook

After creating a Business Activity via the CRM Panel using either the old or new Outlook - we have an option to create a linked Business Mail. Recently, our users have notified us that the linked Business Mail gets created but it does not have the body or attachment in it.We have tested this on our end and it’s not working in either of our test or production environment for any Business Mail that is created via the CRM Panel.We receive this error in the first attempt: After the second attempt, it works but the body and attachment is missing from the Business Mail.Has anyone run into this issue lately?This feature used to work. I checked our CRM and SRM Default values for adding the email body and attachment to the Business Mail via CRM Panel and they have not changed.

896
C
Do Gooder (Partner)
Harsha Siriwardhana
Hero (Former Employee)
Harsha SiriwardhanaHero (Former Employee)
asked in Distribution (CRM, Commerce)
Stop Creating Separate Invoice for Customer Order Charges

Hi all, We’re currently using IFS (IFS Cloud 22R1) and have come across an issue regarding customer order charges.When a customer order includes a freight charge without connecting to any order line and the customer has already reached their credit limit, the order gets credit blocked — as expected. However, the system still processes and invoices the charge line separately, even though the order is not delivered.Has anyone experienced this?Is there a way to stop IFS from invoicing order charges separately in such cases, or is this a known system limitation?Appreciate any insights or suggested workarounds! Best regards,Harsha

260
Harsha Siriwardhana
Hero (Former Employee)
E
Do Gooder (Customer)
emma_buyerDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
How to maintain same page configuration with different ACP

Hi,We have several people can modify the configurations and implement new UI or workflow. But here is one issue about merge the change. How to make sure one person publishes his new change (From ACP, e.g. Developed from dev environment and imported to test environment) won’t affect the other changes which were published in test environment already? There are several scenarios.A changes CO page in test environment and B imported CO from an Application Configuration Package. After B imported CO page, then C wanted to import his change using another ACP.We tried this, sometimes the changes got lost by over written. So we would like to know a good way to mantain the page configurations. 

50
E
Do Gooder (Customer)
A
Sidekick (Partner)
Ashni NayantharaSidekick (Partner)
asked in Distribution (CRM, Commerce)
Setup CRM Panel in Cloud

Hi Team,After feeding the manifest file, my outlook is not synching with CRM data. Is this because below setup is missing ? is this a must setup for On premises Cloud installation ?

2188
G
Do Gooder (Partner)
E
Do Gooder (Customer)
emma_buyerDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Call DB function didn't get the same result as call API

Hi,I am trying to use Manual_Credit_Check function to check creditI tried the Manual_Check in CO page, and check the response by Fiddler, it shows no error But When I call DB function IFSAPP.Customer_Order_Handling_SvC.Do_Manual_Credit_Check, it always shows “credit limit is exceeded”.So, I would like to know whether there is some special logic in API code. That means I use the function in DB won’t get the right result?

171
M
Hero (Customer)
Marcel.Ausan
Ultimate Hero (Partner)
Marcel.AusanUltimate Hero (Partner)
asked in Distribution (CRM, Commerce)
CRM Panel - CountryDb is mandatory

Hi All,IFS CLoud 25.1.1I came across a strange issue. I have downloaded the CRM Panel manifest file and loaded it in Outlook.I can connect to CRM Panel, but I have issues when I try to create a Lead:I fillout the Country and Language, but when I press Save, the data gets lost and I get CountryDb is manadatory error.Any ideas if this is perhaps a bug or I’m not doing something right? I’ve used CRM Panel before and didn’t encounter any issues.  

292
M
Hero (Employee)
H
Do Gooder (Partner)
HaroRDo Gooder (Partner)
asked in Distribution (CRM, Commerce)
CRM panel for 24R1

Hello,where can i found CRM panel for IFS24R1?Thanks 

1238
E
Do Gooder (Customer)
F
Sidekick (Partner)
Fgray09Sidekick (Partner)
asked in Distribution (CRM, Commerce)
Customer Consignment Stock - Single Occurrence address

We have found it is now not possible to enter a ‘Single Occurrence Address’ on a Customer Order due to a change in the code added 07/09/2023,  "--  230907  NiDalk   SCDEV-26130, Modified Check_Before_Update___ to add check to block setting single occurance for consignment stock Is there are background to this change and is there a workaround as this is a requirement.

293
F
Sidekick (Partner)
R
Superhero (Partner)
RutJWhalenSuperhero (Partner)
asked in Distribution (CRM, Commerce)
Issue - one user cannot see all customers

Strange one, one user cannot see all customers, other users with exactly the same settings can. Tried clearing projection cache, metadata etc., problem still exists. I have logged in as the user on my machine the issue persists. Any ideas, pointers much appreciated.

302
R
Superhero (Partner)

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