Distribution (CRM, Commerce)
This will include the questions related to CRM and Commerce.
- 736 Topics
- 2,052 Replies
Am hoping someone can give me some guidance on how they manage price lists that are no longer valid.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 I would like to remove the price lists that are no longer valid to speed this process up.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?
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
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?
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.
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
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.
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
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.
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?
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?
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.
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.
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.
Is there a way to automatically send the customer order confirmation after the customer has been take off of credit hold? Customer Service and credit would like the order confirmation to be sent when released from credit hold. Right now there are stops at the Print Order Confirmation, Reservev Order, Print Picklist and Create invoice.
Hi Team, In Customer Order, there’s a Project Reference. Here, I have entered a Rental Order line. There is no Project quantity shown in reservation and I’m unable to move company rental assets to Project inventory as well. Please let me know how I can reserve the rental for Project in Customer Order.
When adding a view to a custom field, an error pops up when synchronizing.The customer follows the below steps.Create read only custom field for Purchase Order Lines Select statement using arguments order_no,line_no,release_noSELECT MAX(ifsapp.receipt_info.arrival_date) FROM ifsapp.receipt_info WHERE ifsapp.receipt_info.source_ref1 = :ORDER_NO AND ifsapp.receipt_info.source_ref2 = :LINE_NO AND ifsapp.receipt_info.source_ref3 = :RELEASE_NOData type of custom field: Date and format: Date Click on detailed views and add receipt_info_alt Approve and publish/synchroinze Synchronize and it errors. Any solutions?
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