Distribution (CRM, Commerce)

737 Topics

Help with SalesMessageService.ReceiveCustomerOrder

Hey,We are creating Incoming Customer Orders from the SalesMessageService API and I would like to understand the meaning of some of the ReceiveCustomerOrder invoke action attributes: EanLocationDocAddr, EanLocationDelAddr, EanInvoiceAddressLocationMy questions:1: How is the customer (drop down) determined (it seems to be by EanLocationDelAddr)?2: What is the exact meaning of EanLocationDocAddr?3: What is the difference between Invoice Customer (Drop Down) and EanInvoiceAddressLocation? Is the first derived from the second? What if there is a standard invoice address set at the customer level?Thanks for helping me understand the logic behind.Regards,Thorsten

18 hours ago

CanDo Gooder (Employee)

asked in Distribution (CRM, Commerce)

Error Message when changing Field “Price UoM” in Sales Part

Hi, I am getting this error message when I am changing the field “Price UoM” in Sales Part: Does anyone know why this is not possible? (Background why it is not possible) Many thanks. Best Regards Can

1 day ago

BLLBrucemoSidekick (Customer)

asked in Distribution (CRM, Commerce)

Apps9: Purging no longer valid price lists

Am hoping someone can give me some guidance on how they manage price lists that are no longer valid. We operate on a system where haulage is included as part of the price per part. Which means that each price list has to factor the distance from the source to delivery point. As a result, we have a price list per delivery post code, per pricing level for all of our customers. Currently 22k price lists. We revise our prices approx twice per year, so the number of lists are growing. The update procedure we use (Migration scripts from CSV) takes a long time to run as it performs checks on previous lists. I would like to remove the price lists that are no longer valid to speed this process up. Is there anything anyone can suggest to remove those price lists or archive them perhaps?

1 day ago

addperpesDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

Bad performance in migration of inventory balances with handling units

We are migrating inventory balances for a about 45000 records in an IFS 10 environment.The majority of these uses handling units. The creation of the records with handling units are extremely slow. It jeopardizes our go live. Has anybody encountered the same issue? Did you find a way around it? Any input is highly appreciated. B.RPer

1 day ago

PavaniDo Gooder (Employee)

asked in Distribution (CRM, Commerce)

Requesting access to “Customer Order” Tab from “Object Properties” for a user with specific permission set

Customer Order should be displayed with "Actions After Save" when you go to "Object Properties" (Log in to Customer Order screen -> RMB on the header and Go to "Object Properties"), as depicted in the screenshot in the attached. However, the "Customer Order" tab is not visible as expected when we log in to the "Object Properties" with a user's implemented permission set. Is there a way to figure out what permission is needed to change this behavior?

2 days ago

Lumini SahabanduHero (Employee)

asked in Distribution (CRM, Commerce)

there a way to only send an email when a scheduled quick report runs if there are rows?

Hi ,Appreciate your support on below. Is there a way to only send an email when a scheduled quick report runs if there are rows? One of out customers have a report to show expired parts in stock and typically there won't be any parts but the report runs daily and sends a blank spreadsheet to folks (No Data Found). The blank report is unnecessary. Thank you ,Lumini.

2 days ago

VanChampSSidekick (Partner)

asked in Distribution (CRM, Commerce)

Shipment Charges

Do we have a functionality in IFS to distribute the shipment charges (Freight) to customer orders for CO invoicing?In our case freight is calculated by a 3rd party tool.

3 days ago

sholmesHero (Customer)

asked in Distribution (CRM, Commerce)

Apps9 VMI export paperwork

Hello we have a customer is Mexico that would like ourselves to do VMI with them (we are UK based). Does anyone do this within Apps9? If yes how do they do it? We have looked at Consignment Stock but not sure that this would help in controlling the warehouse charges we will incur for stock in Mexico and clearly seeing transit stock also.Thanks in advance for any insights, Sarah

3 days ago

jrauhSidekick (Customer)

asked in Distribution (CRM, Commerce)

Prevent Over Shipping to a Customer

Is there a way to prevent us from shipping more than what is on the order?

6 days ago

pramodka46Do Gooder (Customer)

asked in Distribution (CRM, Commerce)

Purchase order change order

Hi , we use Apps 10 and just done upd 14.IFS is allowing to add no part lines in purchase order change order without asking for purchase groupand we can save and update purchase order without any purchase group.I remember, it should give error when we update purchase order saying line added without any purchase group . any inputs on this. Thanks you.

6 days ago

Anupa ArachchigeSidekick (Employee)

asked in Distribution (CRM, Commerce)

Peg parts moving on a transport task

Below is a question raised by a customer. Is there a setting in Manual pegging that we do not have access to that would allow IFS Users to peg parts moving on a transport task? Right now the only option is to peg to a customer order.

6 days ago

meloDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

Custom tab with a group in IFS Cloud

Hi All,I am trying to add a custom tab to the standard page 'Shipment'.The content of the tab should be a group, based on a custom entity that also has the Shipment Id as an attribute.I tried to add this the same way a tab with a list is added but it does not work.Any suggestion is greatly appreciated. This is the custom entity Thank you

7 days ago

Nethmie PasqualHero (Employee)

asked in Distribution (CRM, Commerce)

How to design mobile screens / layouts for all the users in CRM Companion app.

Hi, In apps10, is there a way we can configure the page layout (the design) of CRM companion app for all users?Br,Nethmie

8 days ago

Nicolas H.Sidekick (Customer)

asked in Distribution (CRM, Commerce)

Sourcing Rules Automatic

Hello,I hope someone can help me 😊.This is the scenario :When a CO is for the customer XXX, I would like to create a “Purchase Order Direct” , and when it’s a YYY or ZZZ customer i would like to create an “Invent Order” . ( It’s the same sales part )Can we drive the Sourcing rules automatically du to the customer ?These are the setting I made :Create a sourcing rule : With highest rank as Sourcing Objective.Create a sourcing rules per Customer and Sales Part And this is the error when I create a line on CO : There is also the set up “Sales Part” Sourcing Option, but i’m not interested because it will always give the same choice for every customer. Did someone know how to setting this properly ?Regards,Nicolas.

9 days ago

Anupa ArachchigeSidekick (Employee)

asked in Distribution (CRM, Commerce)

Delivery Route for every two weeks for Customer Orders

I’m creating this post on behalf of a customer which has the following query. Is there a way to set up a Delivery Route for every two weeks for Customer Orders? If we have a Customer that has a Wednesday 4/13 delivery for tomorrow then skips next week with the next delivery on 4/27. I have tried the Number of Days Before Route Day but that would not allow my 4/13 date.Would we have to set up a Calendar specific for these Customers?

13 days ago

paam

asked in Distribution (CRM, Commerce)

Change customer part no in released customer order

hi, we are using sales part cross referencesin this case i would like to change the customer part no on a release customer order. does anybody know how it will work? regardspaam

15 days ago

PavaniDo Gooder (Employee)

asked in Distribution (CRM, Commerce)

Is there any setting to replicate Document Text after releasing the Customer Order

We have the below setting where we can replicate the Document Text from CO to PO upon releasing the Customer Order.(Change the Replicate Doc Text to Replicate in Site -> Sales & Procurement -> General -> Replicate Doc Text)But if you change the Document Text after releasing the CO, the change is not replicated in the PO. Currently users have to manually adjust the Document Text in PO.Is there any setting to replicate the change in Document Text from CO to PO after releasing the Customer Order?

21 days ago

Lahiru DissanayakeHero (Employee)

posted in Distribution (CRM, Commerce)

Rent Out flow- How to get fix Monthly Rental Price

In Rent out flow, we need to maintain fix monthly rate and invoice should be done in the last day of each month. In the Sales Part the minimum chargeable unit is defined as Daily Rental Price only in IFS. Therefore, though we have schedule the Transaction Generation schedule monthly basis, they cannot get a fix Rental charge for each month. It changes according to the number of days of the month. Any suggestions to get fix Monthly Rental Price is highly appreciated.

21 days ago

pramodka46Do Gooder (Customer)

asked in Distribution (CRM, Commerce)

PO authorization at receipt

Hi , We have 100 migrated purchase orders in planned state,we have Released in mass by switching off authorization as this has been approved in old system.after Release , we have activated authorization so that new PO should have authorization. Now system is asking for authorization during the receipt of migrated PO,any way to fix this ..?Thanks in advance.

23 days ago

duretteSuperhero

asked in Distribution (CRM, Commerce)

How do CRM Lead Stages work?

If I’m creating a Lead, I see a field called Stage. How do I set up the basic data so I can use it?So far I’ve found the screens for CRM Process Template, CRM Process, and Default CRM Process, but I can’t figure out how they work together. I want to set up a simple set of stages that apply to every new lead.

24 days ago

EDCLISASidekick (Customer)

asked in Distribution (CRM, Commerce)

GiulianAntonDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

create invoice with delivery confirmation

Hi Community!Is there any possibility to have the real delivery date in the invoice? We deliver to the customer day 1Customer gets the delivery day 3 After customer confirmation we would like to have day 3 in the Invoice Thanks in advance!!Giuliana

27 days ago

Renske12guideDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

Customerville more information

I would like to know more about Customerville:sales presentations/documentation Training Added value for customers

27 days ago

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Distribution (CRM, Commerce)

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