Distribution (CRM, Commerce)

1130 Topics

KaneDKSidekick (Customer)

Different discount depending on Sales person

Hello,Is it possible to setup a Campaign with different discount-% depending on who the sales person it?As example:Part number 123456 with a list price of 1000 EuroOrder created by Sales person 1 = gets 5% discountBut if Sales person 2 make as identical order, he will get 10% discount?A sort of Level 1, level 2, level 3 discount structure that copies the different discounts into the Customer Order automatic, depending on who the Main Rep. is.We are currently on Apps9, pending switch to Cloud, so question goes for both systems.Thanks,Michael

14 hours ago

athasankaSidekick (Customer)

asked in Distribution (CRM, Commerce)

Outlook and CRM/SRM add-in

Hi,Many of our users who are attempting to use the CRM/SRM add-in outlook face the issue with it keep loading forever. For other users, it loads up fast. Has anyone faced this before? TIA

1 day ago

celineDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

Customer agreement for non inventory part

As i know, Customer agreements are only for inventory parts, is there any possibility to have the same for non-inventory parts?Thank you :)

2 days ago

eqbstalSuperhero (Partner)

asked in Distribution (CRM, Commerce)

What type of part is needed to see via B2B Products

Within IFS21R2 new functionality becomes available for presenting a product assortment.When I use non-inventory sales parts only I don't see the parts.Are they to be configured in a certain way or are only inventory sales parts allowed/shown via the B2B portal?

2 days ago

TroodlesDo Gooder (Customer)

posted in Distribution (CRM, Commerce)

How to delete a Sales Process from Basic Data?

I have created:Sales Process Template Sales Process - Process IDHowever due to a change in naming convention I wanted to delete a Sales Process from the CRM & SRM basic data - I have not used the Sales Process on a Business Opportunity, but I get the following error: Am I just being numpty? The Rm Proc Process “name of Sales process” is used by 7 rows in another object (Rm Proc Stage). I have removed all the Action IDs per Stage ID and, but I am unable to delete this Sales Process as it is linked to the Sales Process Template - where the 7 rows are. I am using the Sales Template so do not want to get rid of that. Is there a way to delete this Sales Process in the basic data as I hate untidy basic data?

3 days ago

Hashane BolonneSidekick (Employee)

asked in Distribution (CRM, Commerce)

Cannot Add Inventory Part Default Location

Cannot add an Inventory Part Location. When selecting New and adding a Part Number, the screen times out and presents an Error Message. Refreshing the cache did not resolve the issue. When trying to add a new location, the part number doesn't auto populate and when we try to type the part number in to force it to go through, it takes it out right away.

4 days ago

davidpDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Contact Roles vs CRM Contact Roles?

There seems to be two areas for basic data for Contact Roles within IFSCloud 23.1.11. Relationship Management > Customer Relationship Management > Basic Data > CRM Contact RolesandApplication Base Setup > Enterprise > Basic Data > Contact Roles What is the purpose of the two datasets? Within Customer Contacts, role can be selected and this considers Basic Data. Within Sales Quotation process role can be selected and this considers CRM Contact Roles. I’d expect both to consider the same dataset.

8 days ago

Hashane BolonneSidekick (Employee)

asked in Distribution (CRM, Commerce)

Error in RMA

When trying to receive the Inventory Parts for a Return material authorizations which had the Customer Order Supply Code "Int Purch Order" and "Purch Order Trans", I receive an Error "Inventory Part in Stock does not exist."This error only occurs when trying to Receive using the Receive Parts against Order Deliveries. This error should not occur as there was a Customer Order that previously processed and delivered for the same location that I am trying to return it back to.

15 days ago

Hashane BolonneSidekick (Employee)

asked in Distribution (CRM, Commerce)

Alt Delivery Note numbers not in chronological order

Have an issue where I noticed that t Italian Company's Alt Delivery Note Nos sometimes skip a place. (not according to the sequential order) According to the users in Italy these Alt Delivery Note Nos must come out in sequential order per the fiscal authority. Gaps should not occur.

17 days ago

lglover241Sidekick (Partner)

asked in Distribution (CRM, Commerce)

Lines not added when using Quick Customer Order Registration

Hello - I have a customer that is using the Quick Customer Order Registration assistant. When they try to use the “Add From Order” to copy the lines from an existing customer order, change the quantities the lines are not copied over.

17 days ago

greg.eickmeierDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Excluding Customers/Hierarchy from Campaign

We would like to run a month long campaign for all customers aside from a few national accounts that already receive discounts on the campaign items. What is the best way to go about this? I have selected the “include all customers” toggle to get the campaign applied to everyone but I’d like to be able to exclude these two customers. We are running IFS Cloud 23R2 if it matters.

17 days ago

DuAlTrDo Gooder (Employee)

asked in Distribution (CRM, Commerce)

BO Journal in IFS Cloud

Can we add a new field value to Business Opportunity Journal? If it is ok can it be done by user? For example BO Notes

17 days ago

Asela MunasingheSuperhero (Customer)

asked in Distribution (CRM, Commerce)

Custom Fields in the Issue from Inventory / Unissue from Inventory

Our German site needs the below development to comply with a legal requirement there [The document outgoing material (“Materialausgabe”). has the fields document number (“Belegnummer”), a document date (“Datum”, here 09-01-2024) and the receiver of the material (“Subunternehmer”) ]In order to fullfil that, ideally we should have the below mentioned custom columns when we issue or unissue materials via Project Navigator > Demand > Misc. Parts > Issue from Inventory / unissue to Inventory Date, Unique dispatch number, Material and quantity, Name of subcontractor These details need to be fechted to somewhere like the overview ‘Inventory Part in Stock’Because based on the “Materialausgabe” only [generated separately, not a report through IFS] they would issue / unissue materials. Has anyone modified IFS9 for this / similar requirement? I do understand that introducing custom fields on a popup such as ‘Issue from Inventory’ might be challenging though. Thanks,Asela

21 days ago

Johny HPDo Gooder (Employee)

asked in Distribution (CRM, Commerce)

Ability to process Sales Quote for equipment with flexible accessory part selections - Pricing and Quote report to follow (CPQ Process)

Request to share your thoughts on process modelling and experience you had with your customers on this requirement.Line of Business : Sales and Distribution of Equipments Nature of Equipment :Equipment with Top Part # and multiple accessory parts (Mandatory / Optional) connected to it. Individual parts carry the characteristic info and pricing which will be aggregated in the Quote. Thus enabling the CPQ (Configuration - Pricing - Quotation) process.Personas :Application Engineer : Defines the Part Info, Technical details and characteristics along with diagram Sales / Business Representative : manages the price lists, Creates Business Opportunity and Process Sale Quote for the Equipment along with its accessoriesBusiness Requirement : Ability to process Sale quote referencing the Business Opportunity (Prospect / Customer)Add Sale Part (Main Equipment - Part #) View the Mandatory accessory parts linked to the main part / Modify as reqd → Sales Rep should be able to view and modify the ac

22 days ago

christianrothSidekick (Customer)

asked in Distribution (CRM, Commerce)

Time Dependent Price / Charge Window

We have a standard price list where hourly charges are dependent on when the services are delivered e.g.,Normal time: Weekdays 07.00 - 15.00 Outside normal time: Weekdays 15.00-07.00 and weekends.For any work performed during ‘Outside normal time’, we can charge 100% more vs the normal time. Some customers have also their own set of definition when ‘normal time’ would be, or how much we are allowed to charge extra for work ‘outside normal time’.We are able to handle this today based on manual addition to the sales lines, (based on timestamps from reported work hours), but I am trying to understand if there is a better more automated approach we could take.Does anyone have a suggestion for how this could be handled? We are currently using IFS Cloud 23R1.

25 days ago

bdoucetteSuperhero (Customer)

asked in Distribution (CRM, Commerce)

Question regarding automatic creation of pick lists for customer orders

Hello,I was wondering how one would trigger the creation of a pick list for customer order that appears on the "Create Pick List for Customer Order" screen, whenever the customer order's Earliest Planned Due Date is 3 days away?Right now I have a database task scheduled that runs every 2 minutes, checked for orders to automatically create into Pick Lists for Customer orders, but this does not work for Customer orders with Supply Code Purch Ord Trans, and I am not sure how to make sure it only triggers orders 3 days out. I also want to know how you would trigger the same database task but for the customer order lines of Supply code “Purch Ord Trans”. Currently, that supply code should indicate that we need to place a purchase order for those parts, but even when we get those items in stock, the scheduled database task does not create the pick list, it just sits in the “Create pick list for customer order” screen. Why is this not triggered by the database task? There are no parameters pr

29 days ago

craryitSidekick (Customer)

asked in Distribution (CRM, Commerce)

Credit Limit Future Orders

Is it possible in IFS 10 to make it so credit limits do not consider future orders against a customers balance available. Just invoiced orders. Thanks!~

1 month ago

COVJAMIEBHero (Partner)

asked in Distribution (CRM, Commerce)

Single Occurrence Address

Hello.I have been looking at the Single Occurrence address in IFS Cloud.I created a customer order and the option was no editable. changed this to editable within page designer.When i set the flag as true the information within the delivery address info is not available. any ideas? I have checked environments being logged in as IFSAPP.

1 month ago

K4uLinalMSidekick (Partner)

asked in Distribution (CRM, Commerce)

Disconnect a line from shipment after delivery

Hello, I need your help. How can we deliver a line from the shipment and disconnect the line from the shipment right after? I don't understand how this operation could have been carried out. Thank you, Lina

1 month ago

EILCTHOMPSONSidekick (Customer)

asked in Distribution (CRM, Commerce)

Create New Order/Quote Button

Hello We have had buttons added to the Customers and Sales Specific screens, so that when one customer is selected, a button appears at the top saying ‘Add Quote’ or ‘Add Order’. However, these buttons currently just take you to the Customer Order / Sales Quotation screens and you have to manually create the order/quote. Is there a way that the information for the customer selected on the Customers / Sales Specific screens can be pushed into the Order/Quote entry screens so the information is pre populated? e.g.Go to Customers Search for ‘cust123’ Select the row Add Order/Add Quote buttons appear Click Add Order Takes you to the Customer order screen with a new order opened and ‘cust123’ details populating the orderThanks

1 month ago

COVJAMIEBHero (Partner)

asked in Distribution (CRM, Commerce)

Incoming Customer Orders

Hello All,I am currently having issues with Automatic Approval of incoming customer orders in IFS Cloud.I have the customer set to Auto approve, I also have the site settings set along with additional message defaults for the customer, Approval user set can manually approve the incoming orders in the system. Any help would be appreciated,Cheers,Jamie

1 month ago

MelanieSchmiedelDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Business Mails - Mail Body is downloaded for some users

Hi, some of our users have this “issue”:Aurena, with UPD20Chrome or Edge Under Business Mails, when they click the “Mail Body” button: then the file is downloaded as an html file and can be opened in another tab: For other users, the mail body is just displayed in Aurena: Does anyone happen to know whether this is that a setting in IFS or in the browser? I cannot find a rhyme or reason - it seems not to be permission, because we have users with the exact same permission and role but different behavior. Appreciate any tips :-)Thank you!

1 month ago

PIrelandSidekick (Employee)

asked in Distribution (CRM, Commerce)

Assign Company Property

I want to remove or assign a property to the company but I don’t see any add or delete icons or any other command that would allow be to assign or remove or edit a company property. Might there be a permissions set for this or something else that I need to be able to do this? Using the Appowner or setting myself as the HR Manager has not helped.Thank you.Patrick

1 month ago

CindyHSidekick (Customer)

asked in Distribution (CRM, Commerce)

Coordinator is not auto populating on Customer Agreement

When are working in 23R1. All of our users have a default coordinator in sites per user. The coordinators are populating in customer order but not on the customer agreement.Is this core functionality?If it is can someone explain the logic behind it?

1 month ago

KezziaKDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Lost Sales Quotation Lines

When we set the status of a quote line to “LOST” the total value of the Sales Quotation is not reduced. Once the line is lost, it cannot be edited. We would expect the total value to be reduced by the value of the lost line.Any suggestions on how to handle this?

1 month ago

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Distribution (CRM, Commerce)

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