Distribution (CRM, Commerce)
This will include the questions related to CRM and Commerce.
- 780 Topics
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Hi, There is some possibility to use e.g., 2 deals simultaneously? Example:Deal 1 - Buy 23 / Get 3 free of chargeDeal 2 - Buy 11 / Get 1 free of charge If in the Customer Order line the Sales qty = 34, I would like to see 4 parts free of charge (reflected on the amount of the charges). This is possible? Thanks,Joao Santos
Does any one have some samples of xml files to be used on EDI flows for IFS 10?flows we are using and testing in a portuguese customer are:Receive Files for Customer Order Customer Order Change Purchase Order Confirmation Supplier Dispatch Advice Supplier Invoice Purchase Price Catalog Sent Files Customer Order Response Customer Dispatch Advice Customer Invoice Customer Agreement Price List Purchase Order Purchase Change Order RegardsVS
In Aurena’s search header, we have a field for “City” and “Name” in our Customer - CRM form page. I checked both fields and they are not custom fields.I noticed that when we add “City” as a search field from the “More” drop down menu, the field will stay in the header after I have logged out then back in.When I add “Name” as a search field from the “More” drop down menu, the field does not stay in the header after I have logged out then back in.Is Aurena supposed to keep the user’s chosen fields in the search header after they have logged in and out (without using the saved search option)?
Hi Community,does anybody know what is the maximum numbers that can be entered respectively in a Sales Quotation ? in a Customer Order ? (we have IFSAPP10).We experienced to be blocked at 374 lines in a Sales Quotation, but we are not sure whether the blockage is due to the max number of lines.Thanks for your answers.
We recently launched Aurena and found that one user is having troubles with the Recent Screen page. Whenever they try to use it, it comes up blank: We have already tried the followingCleared the Cache on Chrome Cleared the Cache on EdgeHas anyone else run into this issue or may know how to fix it?
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
I have the following customer hierarchy: -- Customer 1 (Level 1)----- Customer 2 (Level 2)-------- Customer 3 (Level 3)-------- Customer 4 (Level 3) I created a rebate agreement and entered “Level 1” in general tab of the agreement. In tab “Receiver” I entered one line with customer 1. My expectation would be: When I invoice customer 3, customer 1 will get the rebate. Basically this works, but the rebate transactions are created with rebate type “*” and not with the correct rebate type. The rebate type “*” are excluded in the screen rebate transactions, therefore I can see the created transactions only on DB level. What is the reason behind this? Or is it a bug? I am using Apps10 UPD 12. Best RegardsStefan
Customer’s country is missing from Business Opportunity. The customer is active, created some years ago, Customer Orders have been created for them etc.. so everything should be fine, but the country information - NORTHERN IRELAND - is missing from BO and it doesn’t even appear on the list. There are also a couple more countries we have activated recently, which do not appear on the country listing in CRM. No problems with customer order creation or otherwise, just in CRM.
We have a scenario , where we want to receive and issue inventory in two unit of measurements. like Coupon book and Leaves , for example there will be one coupon book containing 100 leaves. we need to recieve the coupon book as 1 and while receiving serializing the leaves at receipt time.created the uom like below but not sure what can be done. INVENTORY PART We need to have leaves as serial number.
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, Is it possible to bring on the cases overview screen elements from the case details screen? i.e. Customer description field in case details (which is a subgroup of the case details info), needs to be brought as part of the Relationship Management>Call Center> Cases> Cases list. Thank you.paul.
Hi, I tested some flows and dont really understand which time elements are taken into account for capability check requiring inter-site transfer via distribution order so that to supply the final customer.Example below : Customer order for a final customer on site A for a part which is supplied from site B. The Site B purchases the part from an external supplier. If the part is not in stock in site B, i guess capability check for final customer order delivery should take into account : 1) Customer order from site A to final customer lead time2) Site A purchasing lead time from site B + site B purchasing lead time from external supplier. I did not manage to set-up this functionning in IFS and to see those elements in capability check critical path.Thanks for your help. Baptiste.
Below is a question raised by a customerI have tried various scenarios; I have tried rerunning the calculation of the Customer Credit analysis and still have not figured out the details.I was trying outstanding orders, plus order invoices, less returns, less credit limit. There are two columns on the screen, and I tried tying out to the Outstanding Orders Screen and the amount was in the left column, when I looked at returns and order invoice, the right column had to be used to tie out to those screens. With all of that said, I could not tie out the Remain amount. Thanks for your help with this question for our Credit Manager.
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.
Hello IFS Community,Can anyone provide us with some guidelines on steps they took to develop EDI with their customers. Maybe a recommended project plan outlining the steps they took to initiate their first and additional customers? Any guidance would be helpful.Thank you, Michelle
Hi,Does anyone know how to auto generate a time phased safety stock plan via IPR ?I’ve set up all basic data in terms of IRP (all planning policies, models, classification etc). Server is up and running as well. My question is for inventory parts planned by planning method A, how to generate records for Time Phased safety stock ?I followed the drill until the Batch job ‘ Refresh IPR Data’ no result in Time Phased safety Stock. What am I missing ? RegardsYashodha
When we deliver a sales part to a consignment registered customer and if the customer returns the items without consuming them, the system doesn’t allow the user to receive an RMA without consuming the items first. Could we know whether there is any workaround solution for this in the IFS system? (Return the items to the stock without consuming them). Consuming the sock before returns create additional entries in the system. For customer consignment-related inventory balance, is there a way to segregate the balance on the financial accounts (inventory account) using customer location? (With Control types). The requirement is to view the inventory balance segregated as normal inventory and consignment inventory.
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