Distribution (CRM, Commerce)

All, I have a costing question or two.  The item being manufactured is a manufactured sales part that is weighted average costed by lot batch.  As you know with weighted average costed parts, the true cost isn't really known until the shop order is finished.  However, when I enter a customer order line, the cost field of the line is zero initially, so they have no way of knowing if there is a projected profit or loss.  What I did discover is that the estimated material value of the manufactured sales part is loaded onto the customer order line.  But when you calculate the cost set 2 or 5 of the manufactured part and then copy the result to cost set 1 and select to update the estimated material cost of the inventory part, the manufactured estimated material value cost is not updated.  Also, the unit cost of the "*" lot   is NOT updated.   So my question is in 2 parts:  how do we get the cost of a weighted average part to appear on the customer order line 2.  How do we get the cost from

When creating a Duplicate Check Rule for Customer Info (Name), and the algorithm as fuzzy with a sensitivity of (75), I can get duplicates for the word “Arco” but if I have duplicates of “Carolina” it doesn’t pick it up. Has anyone run into a scenario like this?         

We want to be able to email the invoice for an order to a different email than the one used for the order confirmation. Typically one would need to set a different Invoice customer to achieve this, but in many cases that is infeasible.It turns out that the Invoice Customer field isn’t strictly restricted to setting a different customer, but actually permits setting it to the ordering customer itself. Doing that, it’s then possible to change either the Reference field of the order and/or the Invoice Reference to a different contact, effectively resulting in essentially the behaviour we want, without any modifications to the system:The order confirmation is sent to the Reference of the order. The customer invoice uses the Invoice Customer Reference of the order.The one major issue we’ve found with this method is that when setting the Invoice Customer to itself, we get a notification warning that “Payer is same as the ordering customer”. That is of course literally what we want to do, but

Are there modules or processes in IFS cloud for continuous NPS or other type of customer satisfaction surveying? Currently we have been using an external survey tool, which is triggered to send a customer a short survey, by an order being marked Invoiced in IFS. The integration is not the best and we have had problems throughout the course of the surveying. Desperate need to find a better way.

IFS Cloud 25R1 Entering new customer orders and the pick list numbers generated are not using the PICK_LIST_NO_SEQ to generate the new pick list number.

Customers are requesting the ability to create a Business Activity for an existing Sales Quotation.In APPS 10, it was not possible to create a Sales Quotation directly from a Business Activity. To create a Sales Quotation, the user first had to create a Business Opportunity from the Business Activity.In IFS Cloud, the option to create a new Sales Quotation directly from a Business Activity was introduced. However, the standard design does not provide an option to connect a Business Activity to an existing Sales Quotation.Therefore, the customer’s request is to enable the association of a Business Activity with an existing Sales Quotation.  

Hi, we have a requirement from our Business to utilise the 'Actual Ship Date' as the price effective date on the invoice. From reviewing our options, we appear to have 31. Order Date2. System Date3. Delivery DateWe thought delivery date would work as per requirement above, however on testing this option it uses the 'Wanted Delivery Date' as the date for pricing and not the 'Actual Ship Date'.Can you advise if there is an ability to invoice based on the 'Actual Ship Date'. Due to the soaring prices on the supply chain, it is critical for our Business that we can implement this pricing basis.Please advise.

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!

When using the CRM panel in New Outlook with IFS 25R1, there is a choice between setting up a Customer or a Prospect.But within the Template options, even though we have a template customer setup for a customer and a separate one for a Prospect, the only option is the CUSTOMER SETUP TEMPLATE. If I toggle off the Template Customer on the customer account, it is no longer an option to select in the CRM PanelBut having the toggle on for the Prospect account has no effect either way and will never show up in the CRM panel as an option. Why is this and where is the actual setting to show up as a Template selection in the CRM Panel?

Has anyone integrated Pacejet to IFS and used order line discounts and shipped internationally?We are running into a couple of issues with our setup.1 - IFS Shipment Pro Forma uses Customs Value as the value it displays, but it sends price to Pacejet.  This causes a discrepancy on international paperwork because the SLI in pacejet does not have the same price2 - We use percentage discounts on order lines and again IFS send the price, not the discounted price to Pacejet and again we have a discrepancy on international paperwork. Has anyone dealt with these issues?  If so, how have you resolved them.

When a Sales Part is inactive (and its Sales Base Price is closed), IFS still allows it to be added to a Sales Quotation after displaying only a warning, whereas the same part is blocked on a Customer Order.Is this the standard IFS behaviour? Is there any standard configuration or recommended approach to completely prevent inactive/obsolete Sales Parts from being added to new Sales Quotations, or would this require a customization?Product Version: 23.2.17Business Impact: When a Sales Part is obsolete, it is still possible to select it within a Sales Quotation albeit with a warning message (this is not the case with Customer orders). The warning message is easy to miss so we would like to find a solution that prevents the part from being selected altogether.

It now and then happens that there is a quality issue with a specific lot batch number. IFS can put an availability control on specific stock. But because of regulations in our industry (medical) this is not sufficient. The requirement is quite straightforward: some sort of master switch entirely blocking the use of this specific l/b nr. The fear is that using only the availability control would leave holes, like when stock is returned using an RMA after the available stock was already blocked. It could then become free stock if it slipped attention.I don't believe this is possible out of the box (25R1 SU10), but I also believe there will be more customers in medical, food, or aviation with a similar requirement. How is this usually handled?  

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!~

Hello ,I am trying to configure sourcing rules for a sales part.I have 2 sites.I would like to create the following rule:Customer C1 orders part X from site A and the sales order line should automatically be assigned Inventory Order.Customer C2 orders part X from site A and the sales order line should always be assigned Internal Purchase Direct (direct supply) from another site.Is it possible to configure this using Sourcing Rules and Sourcing Rule per Customer and Sales Part? If yes, could someone provide an example of the required setup?Are these sourcing rules always based on the supply chain setup?Is it possible to achieve this without using the Supply Chain setup?I would like this rule to work regardless of the delivery lead time.Why did the system select priority 2?  

Is there any way to auto-complete the QTY to Move field with the quantity from the field Available Qty to Move on the screen below? 

Hallo community!I am trying to configure IFS CLOUD to trigger a message when a Sales Part is not available that has a substitute part set up that is available.But so far, I have failed. What I found as the potential solution in the documentation is the following: But when I go to the Inventory Part Asse Classes page, there is no such parameter: Any ideas?Thanks,Gunther

Hi Community, I have a Customer Order with: A customer order line A charge line connected to the COLThe customer order line is connected to a project activity.In the project activity:The customer order line amount is displayed in the planned revenue The charge line amount is not displayed in the planned revenueSo, on my activity, my planned revenue is not complete.It should be: COL amount + COL charge amount. Is it possible to set up the system to achieve this?

The available documentation does not provide step‑by‑step instructions for editing a Case's time stamp or changing the case owner after a case has been reopened in error.   How can this be accomplished?  In Shop Floor Clockings you can correct this data for manufacturing reporting.  Is there a similar area for Cases?

How to bulk edit Business Opportunities in IFS Cloud:Navigate to Business Opportunities and open Page Designer Under OpportunityOverviewPage, expand Content and select Business Opportunities list Scroll down to Opportunities List details and enable Crudactions Under Crudactions, enable EditAny updates made to Business Opportunities will update the Business Opportunity. However, you can skip sales process stages on Business Opportunities and the skipped stages will not close on Business Opportunity. I haven’t found a solution to this yet.

Hi Guys,Most IFS oriented by Company and site but when we talk about IFS CRM, it is only take COMPANY in consideration. Take BUSINESS OPPORTUNITY for example, right now we created a custom field SITE to deal with the situation, maybe is our understanding that is not good. Can anybody clarify why this?IFS Version: 25R2 SU5Thanks, Gianni Neves

Hi Community,Our integration service provider sends both the incoming Customer Order XML and the related PDF attachment to our IFS Reader separately. PDF name include Order reference.Is there any standard mechanism in IFS to import this PDF file and attach it within IFS, preferably to the corresponding incoming Customer Order, same as we do on incoming external supplier invoices ?Any lead is appreciated. 

We are starting to use service contracts (IFS 8) and some of our customers pay for one year in advance. Is there a way to have the service contract set up to show monthly the consumption of the prepaid dollars and then start charging when the year is used up?

It seems that you need an existing record in the Register Arrivals screen in order to select that line and then use the line-specific commands to Create the PO.  What if you’ve never created a PO for this PN?  In this case, when you search the Register Arrivals screen, there are no records and when there are not records, there is no line to select to enable the command to create PO. Thank youPatrick

Go to register arrivals and filter by "Source Ref Type" equal to "Return Material Authorization" and click search.Choose any one of them and click "Receive Parts against Order Deliveries". A pop up window appears and you can choose which material and quantity you want to return.It doesn't matter if you choose the quantity on the RMA or less than the quantity on the RMA, it give you the error shared below.  

Hi everyone,I’m trying to confirm two things about standard IFS functionality on Business Opportunities and Projects. ​​ Can a Business Opportunity be connected to or converted into a Project (in the Project Management Module)?  Does the Opportunity status matter? For example, can an Opportunity in Closed, Won, or Lost status still be converted to a Project, or does it need to be in a specific phase? note that I am using IFS cloud 25R2 V4 environment to test this out. If anyone can confirm whether this functionality exists in standard IFS (Apps 10 or Cloud), and under what conditions the command appears, I’d appreciate it.Thanks!Sachitha D