Distribution (CRM, Commerce)

1190 Topics

SS2024Do Gooder (Customer)

Hi All,Wondering if someone can help me with EDI messages please?I'm currently trying to setup to send messages via EDI to one of our suppliers, I've put the details in Supplier/Message Setup and under Setup Connectivity, but is there anywhere else that I need to enter settings for this to work, every time I go to send the test message, I get this error Message class is wrong or missing.Does anyone have any documentation for how to set this up correctly or can anyone help with it please?ThanksSteve

862

1 hour ago

Vernon AndersonSidekick (Employee)

asked in Distribution (CRM, Commerce)

AIAG Labels and Wadaco

A customer has encountered a possible problem with how AIAG (Automotive Industry Action Group_ B-10 labels are handled by WADACO. The bar codes on the labels start with an identifier that relates to the data in the bar code. For example. the letter “P” is added to the front of the bar code for the part number. Unfortunately, WADACO sees the “P” as the start of the part number and returns an invalid part number response.Have any of you encountered this issue and if so how did you handle it? Some suggestions have been a BPA or a customization but I have always tried NOT to do any of those with WADACO.Thanks! Below is an illustration of the issue!

9 hours ago

HamidrezaDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Automatically Opening "New Handover Reference" Assistant When Accepting a Case Task

Hello, We are a current IFS APPS10 user. When we accept a Call Center case task that has a handover reference enable, (as soon as the task it is accepted), “New Handover Reference” assistant appears to walk the user through the process. Assumption: User accept that task when he needs to create a handover reference. This handover is mainly a customer order. So we accept the “Invoice” task to create a “Customer Order”. We are moving to IFS Cloud and I was not able to configure this in the test environment to automate handover creation. So when I accept the task, it just changes status from New to Open. Now user needs to click on the three dots, and manually select “New Handover Reference”. This is a big risk as if user forgets to open a new handover reference, that can lead to a potential revenue loss. I am wondering if I am missing a step here and am looking for a solution. I would be grateful if someone can help me with this. Thank you!

1 day ago

paul harland

posted in Distribution (CRM, Commerce)

Create New Lead from a Business Activity - No reference is created between them

I can create a “New Lead” using a button on the Business Activity (for a Customer).However after doing so, there is no pointer from the Lead to the Activity or vice versa. Seems like they should have a reference to each other so that other users can see what was done.

1 day ago

PRODQSuperhero (Customer)

asked in Distribution (CRM, Commerce)

RMA Cost - Weighted Average

Can someone advise what my expectations should be on the cost an RMA is returned to stock or scrapped off at, please, in a weighted average environment whereCustomer Order not connected Customer Order connected Customer Order and invoice connectedAre there any circumstances that would produce any other alternative answer than “at current inventory value”, please?Recently moved to IFS Cloud (23.1.10) direct from Apps9.Thanks, all! Linda

1 day ago

roshanFDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

Unable to Approve MPL voucher

Hello,We are currently facing an issue where the MPL voucher has a balance in Parallel currency and as a result it is impossible to update the MPL voucher to the GL. IFS Version – APP10 UPD11PO created in currency EUR for an inventory part. Accounting currency of the company is USD & Parallel currency is NGN (Nigerian Naira).Parallel currency base for the company = Transaction Currency.GR done & inventory transaction has been transferred to Finance. MPL voucher stuck in Voucher Entry screen with Not Approved state. When you try to Approve you get the error “Voucher with status approved must be in balance”. As highlighted below there is a balance remaining in Parallel currency. Appreciate if anyone could advise what is the best way to fix this issue.

2614

5 days ago

cjohnsonSuperhero (Customer)

asked in Distribution (CRM, Commerce)

All Business Opportunities showing additional representative

Hi all, I believe this was setup a while ago, but I cannot find the location in IFS APPS 10 UPD 22 to undo it. When any Business Opportunity is created, the main representative is added along with an additional representative. I cannot find anywhere in the CRM/SRM Basic Data where this is being set. I don’t see any default templates in use that would add the user. If you block that user, you cannot add any BOs, as it states the representative is not available. Any guidance on where to look to remove this would be appreciated. Thank you!

7 days ago

YashodGDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

Supplier Relationship is missing on CRM Info

In apps 10, there is a supplier relationship field under the CRM info of the customer window, which means the customer is registered as a supplier as well. But this is not available in Cloud and not even in the ‘ACCOUNT - CRM” window. Any reason for this or is there any other way in cloud this is addressed?

212

8 days ago

BorisDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Object ID or "Superior SM Object ID" in Lead or Business Opportunity

Hi all, In the Customer Order Line (COL), it’s possible to link Sales Parts to a “Superior SM Object ID.” With the correct setup, the serial structure of the related part is automatically created in the “Objects” database upon delivery.We require a similar connection for Leads, Business Opportunity Headers, and Business Opportunity Lines to a “Superior SM Object ID.” Ideally, the “Superior SM Object ID” would transfer to the Business Opportunity when a Lead is converted or from Business Opportunity Lines to Customer Order Lines.Are there any plans to enhance the Lead and Business Opportunity functionalities to support these features? This information is essential for tracking which production line (superior SM object) will be served by our equipment.

120

8 days ago

ZinTDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

close opportunities with migration job

Hi i am trying to close some opportunities with a migration job but i get an error : ORA-20115: BusinessOpportunity.The "Business Opportunity" has already been removed by another user.help please 🙏Regards.

8 days ago

PRODQSuperhero (Customer)

asked in Distribution (CRM, Commerce)

Zoom to Basic Data

Is there a quick way (now that F9/Zoom isn’t an option) to identify where Basic Data for each Dropdown lives? For example, if I needed to set up a new Shipment Type where would I do this? What would the view be under in the Navigator? If I type in ‘Shipment’ there are at least 50 entries. How would I which to choose? Is there any logic to help? Is it always TOPIC Basic Data or Basic Data TOPIC? Is there a debug/page info clue? Any assistance gratefully received.

567

14 days ago

Karim.katif5Do Gooder (Partner)

asked in Distribution (CRM, Commerce)

BPA(WORKFLOW) for Adding Default Language and Country in CRM Companion Mobile with Projection

Hello, I am currently working with the IFSCRMCompanion mobile app and would like to implement a BPA that sets default values for language and country(France) when adding a Lead.As an example, I have added a BPA by specifying the projection name and the screen function to add a Lead. However, the BPA does not seem to trigger as expected. The BPA works correctly in IFS Cloud using the same projections and calls. However, it does not seem to trigger on the mobile app, even though the setup is the same. Could you please provide guidance on how to properly configure or troubleshoot this BPA to ensure it activates on the mobile app? Thank you in advance for your support. Best regards,BPA WORKFLOWIFS CLOUDAPP MOBILERegards,

201

15 days ago

AccHarprSDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

Supersede agreement on Customer Agreement

What is the use of Supersede agreement on customer agreement? Can somebody explain this.

16 days ago

Karim.katif5Do Gooder (Partner)

asked in Distribution (CRM, Commerce)

Use Bpa for CRM Outlook panel

Hello,Can we use bpa to set by default language/Country when we create a new prospect for example ?if it's the case can you please tell us how we proceed ?Regards,

23 days ago

Karim.katif5Do Gooder (Partner)

asked in Distribution (CRM, Commerce)

BPA(WORKFLOW) for Adding Default Language and Country in CRM Companion Mobile using Projection

140

23 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.

1173

27 days ago

Karim.katif5Do Gooder (Partner)

asked in Distribution (CRM, Commerce)

Use Bpa for CRM Outlook PANEL

Hello,can we use bpa to set by default language/Country when we create a new prospect for example ? if it's the case can you please tell us how we proceed ?Regards,

180

27 days ago

Karim.katif5Do Gooder (Partner)

asked in Distribution (CRM, Commerce)

BPA(WORKFLOW) for Adding Default Language and Country in CRM Companion Mobile - Update Issue

Hi everyone,I’ve recently created a BPA (Business Process Automation) that allows for automatically adding the default language and country to CRM Companion Mobile accounts. However, when I attempt to update the account with these details, I receive the following error message:Has anyone encountered a similar issue, or do you have any suggestions on how to resolve this? Any advice would be greatly appreciated.Thank you for your help!Best regards,

363

27 days ago

Karim.katif5Do Gooder (Partner)

asked in Distribution (CRM, Commerce)

Made field not mandatory CRM Panel (Outlook)

Hello,First question : ifs it's possible to modify fields to make it not mandatory in crm panel, for example : make languge not mandatory when create a new prospect. if it's the case can you please tell us how we proceed ?Second question: can we use bpa to set by default language/Country when we create a new prospect for example ? if it's the case can you please tell us how we proceed ?Thank youRegards.

181

28 days ago

TERSIMNDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Standard page as a tab in Business Opportunity

Hi I am trying to add ‘Document Folder Navigator’ as a ‘Tab’ in Business Opportunity in IFS Cloud. We are currently upgrading from Apps 10 where we have this setup: I am trying to replicate this in IFS Cloud, but Document Folder Navigator in Cloud contains a ‘Tree’ which i cant duplicate or insert into a Tab in the Page Designer. Does anyone have any experience with this? Is it possible to insert a full standard IFS page into a Tab in cloud? //Simon

230

29 days ago

K4uLinalMSidekick (Partner)

asked in Distribution (CRM, Commerce)

How can I find in which invoice my serial part was invoiced

Hello, I can't figure out on which invoice my serial part was invoiced. I have an order line with 40 parts, I have invoiced 20 on an invoice A and 20 on a invoice B. I can't figure out if my serial part X was invoiced on the first or second invoice.I can't find a screen that contains both informations. IFS, on the other hand, manages to find this information, as it's on the standard edition. Could you please help me?Best regards, Lina

201

30 days ago

Karim.katif5Do Gooder (Partner)

asked in Distribution (CRM, Commerce)

BPA(workflow) Default Values Not Applying in CRM Companion Mobile App

Hello,I’ve created a BPA (WORKFLOWS) in IFS Cloud to automatically set default values for the "Defalult Language" and "Country" fields when adding a Lead in the CRM module. This works correctly in IFS CLOUD version. However, in the CRM Companion mobile app, the default values are not applied when adding a Lead.I have also ensured that all necessary permissions are in place for the BPA to function, but the issue persists in the mobile environment.Attached, you’ll find screenshots from both the IFS Cloud and the mobile app for your reference.Has anyone experienced something similar or knows why the BPA changes might not be reflected in the CRM Companion mobile app?Any help or guidance would be greatly appreciated!Thank you!

361

1 month ago

Karim.katif5Do Gooder (Partner)

asked in Distribution (CRM, Commerce)

CRM Outlook panel not shown

Dear IFS Support Team,I’m reaching out to report an issue with the IFS CRM Outlook integration. The CRM panel is not visible in Outlook, and I’m unable to use the expected features linked with it.Could you please assist in resolving this issue or provide guidance on what might be causing the CRM panel not to appear?Thank you in advance for your support.Best regards,

332

1 month ago

maryadu28Do Gooder (Customer)

asked in Distribution (CRM, Commerce)

To create a "Site" object based on the "Client" object

Hello,in the maintenance module, I want to create an object of type 'Site' and have it linked to the parent, which is 'Client'. So, I created a button and a BPA.I used this projection : and i have this error : ▽ EquipmentObjectStructureNavigationHandling_Error_Log : "java.sql.SQLException: OR A-20111: EquipmentObjGroup.FND_RECORD_NOT_EXIST: The Equipment Ob j Group does not exist. ORA-06512: at "IFSAPP.ERROR_SYS", line 14 0 ORA-06512: at "IFSAPP.ERROR_SYS", line 364 ORA-06512: at "IFSAP P.EQUIPMENT_OBJ_GROUP_API", line 598 ORA-06512: at "IFSAPP.EQUIPM ENT_OBJ_GROUP_API", line 278 ORA-06512: at "IFSAPP.EQUIPMENT_FUNC TIONAL_API", line 4923 ORA-06512: at "IFSAPP.EQUIPMENT_FUNCTIONAL _API", line 5072 ORA-06512: at "IFSAPP.EQUIPMENT_FUNCTIONAL_API", line 5099 ORA-06512: at "IFSAPP.EQUIPMENT_FUNCTIONAL_API", line 5148 ORA-06512: at "IFSAPP.EQUIPMENT_FUNCTIONAL_API", line 5168 O RA-06512: at "IFSAPP.EQUIPMENT_FUNCTIONAL_API", line 5256 ORA-065 12: at "IFSAPP.EQUIPMENT_FUNCTIONAL_API", line 3

150

1 month ago

dlyon6Do Gooder (Customer)

asked in Distribution (CRM, Commerce)

ifs apps 10 return material line not received or scrapped

we have several old RMA lines that we never received or scrapped, but we gave Credit invoices for. These RMA’s are still showing that they are RELEASED. Is there any way to complete the RMA without receiving or scrapping the parts? Dave

201

1 month ago

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Distribution (CRM, Commerce)

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