Distribution (CRM, Commerce) | IFS Community

Distribution (CRM, Commerce)

This will include the questions related to CRM and Commerce.

  • 615 Topics
  • 1,756 Replies

615 Topics

Emmanuel Ertaud
Do Gooder (Employee)
Emmanuel ErtaudDo Gooder (Employee)
asked in Distribution (CRM, Commerce)

Marketing Campaign emailing in 21R1

Hi, Until V10 in marketing campaign is was possible to send email with function “Merge mail”.that function does no more exist in 21R1. Question :  in 21R1 what process/solution we get to send email for several  contacts based on documen template.Thanks in advance for your answer. BR/ Emmanuel

0
Emmanuel Ertaud
Do Gooder (Employee)
1 day ago
T
Do Gooder (Customer)
tonybiaginiDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Create Pick List in Customer Order Aurena

Is there a function within the ‘Customer Order’ screen to Create/print pick list? I’m attempting to print without leaving the ‘Customer Order’ window. We understand there’s a separate screen to create the list but specially want to print from CO screen. See attached if need be.

1
kavinduxo
Sidekick (Partner)
1 day ago
T
Do Gooder (Customer)
TKGJARKKSEDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Customer Order and Invoice in Different Currency

We have a strong request from Poland to be able to have Customer Orders placed in currency EUR so that prices are fetched from Agreements in EUR. But Customer Invoice should be in local base currency PLN. Exchange rate should be delivery date for materials. This is something similar that is there for Russian Localization but functionality is also needed in Poland.Is there any solution for that. 

5
E
Do Gooder (Customer)
2 days ago
Peter.Buitenhuis
Sidekick (Former Employee)
Peter.BuitenhuisSidekick (Former Employee)
asked in Distribution (CRM, Commerce)

How to manage return packaging?

Goods to be shipped can be packed in handling units. These handling units could be disposables, but could also be more valuable packing (from pallets to boxes and containers). How can these more expensive packaging materials be managed? Both in inventory as well as the return from customer?

5
Asela Munasinghe
Superhero
4 days ago
T
Do Gooder (Customer)
tonybiaginiDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Scan-It Camera Sensitivity

Scan-It cameras sensitivity (iPad) is too sensitive. Looking for a means to adjust it. No machine setting is offering a solution. So, I’m wondering if the App itself has any controls. As of now, it grabs any barcode that comes into frame. 

3
T
Do Gooder (Customer)
5 days ago
M
Sidekick (Customer)
m.arifSidekick (Customer)
asked in Distribution (CRM, Commerce)

Part costing automation

is there a way to automate the part costing automatically instead of running each and every step manually after changing the price in supplier for purchase part. we are using standard costing method. Once the supplier for purchase part price is changed , each time we have to go to part costs , run the cost for cost set 6 then run all level part costing , then copy cost set to cost set 1 . 

6
S
Superhero
5 days ago
D
Do Gooder (Partner)
darenickDo Gooder (Partner)
asked in Distribution (CRM, Commerce)

Add Service Order Supply Code to a Shipment

Want to confirm it is NOT possible to add a customer order line with a Supply Code of “Service Order” to an IFS Shipment.   The customer order line is a non-inventory sales part.  I found it possible to add a non-inventory part to a shipment, but not when the Supply Code is “Service Order”.It appears that way, but need to confirm I’m not missing a setup step. Thanks for your help.   

1
R
Hero (Employee)
6 days ago
LOVISATS
Do Gooder (Customer)
LOVISATSDo Gooder (Customer)
posted in Distribution (CRM, Commerce)

Include charges (and other costs) in CO contribution margin?

When you use sales charges to apply cost on a customer order, this will affect the overall order contribution margin. However, according to the help files, the contribution margin shown in field “Contr Margin (%):” on the Customer Order, tab Customer Order Lines, does not include rebates and charges, which means that the value shown is inaccurate.Is this something you consider to change in the future?It would be very nice to be able to see “true” contribution margin on both the Customer Order entry or in the Price Query page   

0
LOVISATS
Do Gooder (Customer)
6 days ago
GISANCAR
Sidekick (Customer)
GISANCARSidekick (Customer)
asked in Distribution (CRM, Commerce)

ORA-20105: Assert.IS_VIEW: "" is non existing view.

I’m trying to delete two customers created by mistake, as prospects.I’m receiving the following error message in the debug console. ORA-20105: Assert.IS_VIEW: "" is non existing view.The only information displayed on screen is: "" is non existing view.The customer form have three custom objects, can it be related to those? I have tried to run the form without them and then delete the customer - but same result.Since there is information missing in the error message it is a bit hard to know where data or connections are missing. I can’t see any mandatory fields that are missing data either. 

7
T
Do Gooder (Partner)
7 days ago
RajanKhatri7
Sidekick (Customer)
RajanKhatri7Sidekick (Customer)
asked in Distribution (CRM, Commerce)

Flow of charges from demand site to supply site CO

Hello, Do we have a functionality available where charges added on demand site CO can get added on supply site CO automatically ?  For example:We get an order at site A (CO creation)Use supply code int purch dirthen we send PO created at Site A to Site B which creates CO at Site B Scenario:We add charges on CO which is created at site A but we want it to flow to PO at site A and then on CO which is created at site B ? Is it possible without custom events ? Thank you. 

1
S
Superhero
7 days ago
A
Do Gooder (Partner)
astfaraztDo Gooder (Partner)
posted in Distribution (CRM, Commerce)

Contacts vs Comm Method on Customer & Supplier

Curious how others are using Contacts and Comm Methods specifically around how configuring emailing Reports.  Do you use both tabs?  Do you have your contacts set-up as separate Comm Methods?  Do you just use Comm Methods or Contacts?

2
G
8 days ago
H
Sidekick (Customer)
HAYLEY.WILLIAMSSidekick (Customer)
asked in Distribution (CRM, Commerce)

Compare Permission Sets

IFS9Is there a way to easily compare Permission Sets and find which permission set has missing accesses granted?  My two situations:Recently copied PROD to TST. Changes were made in TST, but not in PROD and changes not documented. Is there an easy way to determine what was changed in TST? We realize we could copy TST back to PROD, but we’d like to identify what this change was. Two Similar custom permissions sets created 9+ months ago. Can we compare them to each other to determine which ones have accesses the other doesn’t?We are using Apps9 

3
H
Sidekick (Customer)
8 days ago
D
Do Gooder (Customer)
darren j turnerDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Invoice Printing Order

When our users highlight a selection of customer invoice to print, they order the screen in customer no order, as this is the order they would like them to print.  When they print they do not print in this order.  This appears to have been working as required in IFS8 with no differences in setup between IFS8 and IFS10.I have tried setting customer no in the order by field in the report definition, but this has had no effect (unless I am using this functionality incorrectly?).  Our invoice print layout is a crystal report and within crystal we have set the sort order of customer order.  None of these things have given us what we require.  It appears that the process of creating the invoice from the preliminary invoice sets the order and the result key and then the invoices are then printed in result key order.  Is there a way to set invoices to print in customer number order?   

2
D
Do Gooder
9 days ago
A
Sidekick
Amitesh_IFSSidekick
asked in Distribution (CRM, Commerce)

ORA-20105: Assert.IS_VIEW_COL2: "EQUIPMENT_OBJECT.J115" is non existing view column

I am getting an error while updating functional object description in Equipment object navigator screen and  It has view and column detaiils in the error. Tried dictionary refresh and reloading custom objetcs still the It has same error.screenshot below for reference : Appreciate any help :)Thanks in Advance.Regards,Amitesh

0
A
Sidekick
9 days ago
K
Do Gooder (Customer)
KezziaKDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Amend Exchange Rate on Sales Quotation

Hivemind, can you help?We are close to go-live with Apps10 in Aurena.We use the current FX rate for incoming Customer Orders, however we increase the exchange rate on Sales Quotations in order to protect us from potential market fluctuations as they’re valid for three-months. Is there a way of adjusting the rate on an individual Sales Quotation?Thanks in advance. 

0
K
Do Gooder (Customer)
9 days ago
M
Sidekick (Customer)
MarianneSidekick (Customer)
asked in Distribution (CRM, Commerce)

Business Mail checked in from CRM Panel making duplicate documents in IFS Document Management

We have had a demo of CRM Outlook Panel.We have seen that when we save an email with attachments using the function “SAVE TO CRM”, the business mail is created, and attachments are checked in as separate documents in IFS in addition to the email itself. This limitation in functionality will create a lot of duplicate documents in IFS Document Management when document from IFS is sent as attachment in email and checked in as business mail.Are there any parameters or functionality which can be set to be able to check in email as business mail included attachments? Functionality should support following scenarios:email included attachments as one document (user can open attachment when viewing email) only attachments email and attachment as separate documentsGrateful for any ideas or experience with CRM Panel and IFS Document Management

2
M
Sidekick (Customer)
13 days ago
T
Sidekick (Partner)
Timmermans RoelSidekick (Partner)
asked in Distribution (CRM, Commerce)

Unit based sales price list vs Customer Agreement - deal per part

Hi All, I have a situation where we want to use ‘Unit based Sales pricelists’. We have a huge number of sales parts, all belonging to the same family and having same price strategy in function of volume. However, it might be that a customer negotiates a specific price for an inidivual sales part belonging to that product family. So I was thinking about ‘Customer Agreement’ - ‘Deal per part’,  because this special price would only be applicable to that one customer. Alle other customers would still use the regular ‘Unit based’ pricelists for that part and the related product family. Howver, in order to use ‘Customer Agreement’ - ‘Deal per part’ I need to use ‘Sales Part Base Prices’, but it seems you can’t select parts belonging to a ‘Unit Based’ Sales price Group. Is that correct? Is there a way to combine these 2? Or do we need to change the part from a ‘Unit based’ sales price group to a ‘Part Based’ Sales price group and add this to a new sales price lists so the normal customer use

5
Dilan Senevirathne
Hero (Employee)
13 days ago
U
Do Gooder (Customer)
Urvakshh.AvariDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Customer order & Cost Bucket

The warehouse is having some issues with processing this customer order. They are getting an error msg about Cost Bucket 110-I is not set up. upon closing out the order in IFS we got a notification that there was an issue with the cost bucket. Can someone please check and advise?

3
cperdue
Hero (Partner)
13 days ago
T
Do Gooder (Customer)
tonybiaginiDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Aurena Text Size and Color

Hello,Where can text size and/or text color be adjusted? For example, in attached image, the text under ‘Location No’ and ‘Warehouse’ is too faint and too small, especially when using mobile devices. I’m assuming this is configurable in IFS and not necessarily the machine. Also, changing the theme to Dark or otherwise don’t help. Respectfully,Tony

0
T
Do Gooder (Customer)
14 days ago
W
Do Gooder (Customer)
WasilieWDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Aurena contexts

Hello everyone,I have a question regarding Aurena contexts. We have a certain policy in our company that tells me to hide some columns in a few views for certain users. And here comes the problem, knowing that "any" user have ability to switch the context by adding to the address :scope=<name> I need to apply changes  on the global context, creating a new one under a mysterious name known only by the administrator. When deleting columns in the global context, they are also deleted in the newly created context, where I would like to keep them all. Unfortunately, setting visibility on columns does not work properly, that is, it does not work at all and does not hide  them at all when it’s turned off.Is there any other way to solve this issue? Because deleting each column to then re-add it in a newly created context completely does not appeal to me....

0
W
Do Gooder (Customer)
14 days ago
D
Do Gooder (Customer)
DBowdenDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Sleep customer?

Hi all,Apps 10 upd 11 /& upd14.There is a rmb on the customer screen to sleep.What is the point of this button? i cant find any help docs on it.All i can see it is doing is putting a session db lock on for 11 minutes which is most unhelpful.   

2
D
Do Gooder (Customer)
14 days ago
A
Hero (Customer)
arebbeadleHero (Customer)
asked in Distribution (CRM, Commerce)

Can you change the default copy options for Customer Order?

Can you change the default copy options for Customer Order? We don’t want to have to uncheck options we never use.Thank you,  

1
E
Do Gooder (Employee)
14 days ago
P
Do Gooder (Customer)
pramodka46Do Gooder (Customer)
asked in Distribution (CRM, Commerce)

Supplier and Customer

If a vendor is both a supplier and a customer, such as an “Agent”, is there anywhere in Ifs which links the two together so you know which supplier record ties into which customer record?

1
Manoj Balasooriya
Hero (Employee)
15 days ago
K
Do Gooder (Partner)
kamal
asked in Distribution (CRM, Commerce)

PO approvals based on Cost center

HI All, We have requirement , where business is looking to implement PO authorization rules based on cost center in IFS8 version, where as PO authorization rules donot have criteria as cost center .Can anyone please suggest any solutions here. 

1
K
Do Gooder (Partner)
16 days ago
S
Do Gooder (Customer)
SarahEkDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Calculate Costs on Configured Parts

Our entire business is set up as one inventory part set to Cost Per Configuration.  Over the years, we now have 50,000+ configurations IDs on that one inventory part.  How can I calculate and save standard cost?  I know I can do it one-by-one using Interim Orders or Shop Orders, but I need a systemic solution for all 50,000.  I’m looking for something similar to ‘All Parts Cost Calculation’.  Any help would be appreciated!

0
S
Do Gooder (Customer)
16 days ago

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