Skip to main content

Distribution (CRM, Commerce)

This will include the questions related to CRM and Commerce.

  • 1,298 Topics
  • 3,332 Replies
1298 Topics
C
Hero (Customer)
carlosfmendesHero (Customer)
asked in Distribution (CRM, Commerce)
Modified by in Shop Order even when printing

Good afternoon,We would like to understand why the “Modified By” field in the Shop Order is changed when we simply print the Shop Order, considering there is no change to the shop order itself.The only change is in the Order History where there is a new line for “Shop Order Report Created”, but nothing is done at the Shop Order level itself.Thanks in advance for your input.Kind Regards,Carlos Mendes

130
C
Hero (Customer)
E
Sidekick (Customer)
ewatsSidekick (Customer)
asked in Distribution (CRM, Commerce)
Lot tracking for valid OESHIP transactions only

I need lot batch numbers for valid OESHIP transactions only. We have many “undone” delivery transactions that could cause bad data. What’s the best way to pull this from the database? Thanks,Eric

210
E
Sidekick (Customer)
E
Sidekick (Customer)
ElaineebiSidekick (Customer)
asked in Distribution (CRM, Commerce)
Brazil Extension Supplier setup

APP10 UPD9 - I’m trying to setup the Brazil Extension and am running into an error message when trying to create a Purchase Order.  My supplier that I’m using is a US company, the PO is being placed from the Brazil company with Brazil Localization turned on.When creating a purchase order for the US supplier and try to save the header I get the following error.  Operation Id should be entered on Supplier Tax Info for supplier xxxxx and address xx.I’m not finding where on the supplier address tab this goes.  Any help is appreciated.

421
E
Sidekick (Customer)
P
Do Gooder (Customer)
Peter SuhajdaDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Business Activity - Create Outlook Meeting - Wrong Time (IFS Cloud)

Hey all,My time zone is set to Stockholm everywhere (IFS, Outlook, Windows), yet it seems like the time in the Business Activity and in the .ics file from the button “Create Outlook Meeting” are differing with 2 hours: What could be causing this, any clue?Best regards,Peter

522
P
Do Gooder (Customer)
Z
Do Gooder (Customer)
ZZISHANSENDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
CRM Scenario can't create activity from Outlook --

Is this a known issue with the outlook plugin?When we have a customer contact saved as both a contact and communication method it prevents us from creating an activity out of outlook for that email address.When a contact is saved as a contact only we can create actives from outlook.Thank you,  Scott D Hansen

222
Z
Do Gooder (Customer)
H
Sidekick (Customer)
HAYLEY.WILLIAMSSidekick (Customer)
asked in Distribution (CRM, Commerce)
Rearrange fields in Cloud

Pre-Cloud, IFS allowed searching for the Field Name in Column chooser to identify where the field was in the list of fields. In cloud, when finding the field to display, the window narrows to the field name, thus not identifying where the field is in the list of fields (4th, or 40th, etc). Is there a way to find where the field is and re-arrange it without erasing where it is in the list? IFS9 highlighted the field name, so it could be identified where it was in the list, then re-arranged.  

813
T
Superhero (Employee)
C
Do Gooder (Customer)
CDEDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Merge 2 Accounts CRM - Prospects

Hello,It appears that our users have created 2 Accounts CRM - Prospect which are actually referring to the same company. We cannot delete them as they both have Leads and Activities connected to them.Is there a way to easily merge them, so that we could keep the data of both accounts?Thanks a lotClément

714
Annjse
Hero (Employee)
A
Sidekick (Customer)
Alex IvkovicSidekick (Customer)
asked in Distribution (CRM, Commerce)
Shipment notifications

Our shipping department likes to have the paperwork prepared in advance. The problem is if they print the delivery note the event fires to send a delivery note and shipping information to the customer.  We don’t want to send those in advance in case something changes. Has anyone come up with a way to send a notification when they hit deliver in the shipment. The problem with the built in event is it won’t list multiple customer PO’s or shipment line information,

1011
P
Superhero (Employee)
M
Sidekick (Customer)
Magdalena KasjaniukSidekick (Customer)
asked in Distribution (CRM, Commerce)
correction invoce for Works order

Hello,I created customer order where I added line (product) from Works order. Next i prepared customer invoce.  Now, I want to create correction invoce, but I can't.   I received form the Database Background job : “job status: warningORA-20110: CustomerOrderInvItem.SERVICECREDITERR: Creating a credit/correction invoice is not allowed. Service crediting/corrections should be handled from the service itself.“How can I do correction invoce ??

1041
M
Do Gooder (Employee)
macrau
Do Gooder (Employee)
macrau
asked in Distribution (CRM, Commerce)
Can not add CRM or SRM panel to New Outllook

I have the SRM and CRM manifest files downloaded and I would like to add it to the New Outlook but I can not find the Add-In function does anyone know how to add it to the New Outlook?

1701
macrau
Do Gooder (Employee)
J
Do Gooder (Customer)
Jon1981Do Gooder (Customer)
asked in Distribution (CRM, Commerce)
Specific marketing campaign as source of Customer/lead

We would like to measure the success of specific marketing campaigns. Therefore, we require more detailed information like the source. It would be even ideal to generate a marketing campaign and directly enter leads out of this campaign. Do you have any experience or solution for that? How do you handle that today? 

1275
Z
Do Gooder (Customer)
R
Do Gooder (Partner)
romanesuDo Gooder (Partner)
asked in Distribution (CRM, Commerce)
IFS Cloud CRM

Hi All,  I am in search of customers that have gone live with IFS Cloud and are using CRM Cloud as part of their implementation.  If you are using CRM Cloud, can you please share your opinion of the product and feedback that you have received from users?  Much Appreciated, Susan

681
durette
Superhero (Customer)
paguin
Sidekick (Partner)
paguinSidekick (Partner)
asked in Distribution (CRM, Commerce)
Tablets specs confirmation to be used in IFS MWO mobility activities

Hello,For IFS10 UPD19, what is the latest model of Galaxy Tab certified For MWO) . Are there any specs which we can suggest for the same. RegardsPankaj

262
paguin
Sidekick (Partner)
A
Do Gooder (Customer)
AIMJOCELYNDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
CRM Panel Lead fields (Stage, Potential, Source, Market, Notes)

We are pushing a lot for using the  CRM Panel because the best place for Salesmen to interact with the CRM is within the context of an email.But we found some basic limitations.When creating a Lead in CRM Panel, the only available fields are (Name, Title, Phone no, and Mobile No); how can we add these basic fields from the lead master data (Stage, Potential, Source, Market, Notes) 

2699
J
Sidekick (Partner)
T
Do Gooder (Customer)
TKGJARKKSEDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
How to give charge prices in currency that is not base currency?

We are adding weight or volume based charges automatically on Customer orders when new customer order line is created. There is charge type and charge price per liter or kg defined in Sales Charge Type. Charge price in Sales Charge type is always defined in Site base currency. We have customers that are ordering in different currencies. For those we have agreed fixed charge prices per kg or liter in the currency customer is using. How can we defined those other currency charge prices. In standard solution it is always doing charge price conversion from base currency to order currency with daily exchange rate. In this case that order currency charge price is not fixed. It is changing every day.    

1051
C
Do Gooder (Employee)
C
Do Gooder (Customer)
CDEDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Bookmark for opportunities filtered per month

Hello,I would like to create a bookmark targeting the list of all my opportunities which are supposed to be signed by the end of this month.Intuitively, I have done something like this :Filtered search to be bookmarkedBookmark created based on the filtersThis works properly for the current month, here April for instance, because the Filter saved in the bookmark is “((MainRepresentativeId = 'XXXXXX')) AND EstimatedSignDate >= 2024-04-01 AND EstimatedSignDate <= 2024-04-30”.However, when May will arrive, it will not work properly, because the filter does not keep in memory “This Month” but rather “EstimatedSignDate >= 2024-04-01 AND EstimatedSignDate <= 2024-04-30”. Is there a way to make this automatic, instead of having to change this manually every month?ThanksClément

532
matt.watters
Superhero (Partner)
S
Do Gooder (Customer)
sschmidtDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Mail merge templates in IFS Aurena / Cloud

Where do I find the mail-merge functionality and the mail-merge templates in IFS Aurena?

360
S
Do Gooder (Customer)
M
Sidekick (Employee)
Marcin SzczurekSidekick (Employee)
asked in Distribution (CRM, Commerce)
Cancelling purchase order receipt

When RMB Cancell receipt/Arrival Purchase Order is available? I have this menu grayed. I have no any returns/scrappings Maybe data of receiption has any meaning? I have to cancel old receipt (from 2019 year)

1153
M
Sidekick (Employee)
M
Sidekick (Customer)
mdezziSidekick (Customer)
asked in Distribution (CRM, Commerce)
Attachments from CRM Panel to Business Mail in IFS Cloud

HelloWe are attempting to use the CRM Panel to create business opportunities and business mails from incoming emails. Right now, the business mails are creating, but attachments are not flowing from outlook to IFS. I checked my CRM/SRM Panel Settings and i have SAVE_EMAIL_BODY set to TRUE and SKIP_ATTACHMENTS set to FALSE. I dont receive any errors when creating the business mail, it just doesnt attach anything. Any tips?

2364
E
Do Gooder (Employee)
E
Do Gooder (Employee)
eric.vivesDo Gooder (Employee)
asked in Distribution (CRM, Commerce)
CRM Panel not pulling the attachment into the Business Mails.

Hello, This happens with 2 different customers in different versions (23.1.10 and 23.2.3). The CRM Panel has been installed correctly, the doc class has been defined for the docs and the Default Settings have been entered correctly: DOC_CLASS - populated SKIP_ATTACHMENTS - falseBut the attachments from the email are not populating into IFS Business Mails as an attachment. Does anyone know how to fix this, or is it an issue with the versions? Kind regards, Eric

592
E
Do Gooder (Employee)
W
Do Gooder (Customer)
wilmichelleDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Instant Invoice Multiple Tax Lines breakdown

We are running Apps10 UPD16.When we have multiple tax lines on the instant invoice:When printing the Instant Invoice, there is only one tax line lumping all 3 lines above together.Our customer requires a breakdown of all of the tax lines.  Is it possible to print all of the tax lines on the Instant Invoice report without having to modify and make a new layout? Thanks, Michelle

812
J
Hero (Employee)
A
Hero (Partner)
astfaraztHero (Partner)
asked in Distribution (CRM, Commerce)
Call Center Queue & Permissions

Running into a few different setup issues with call center (23R2 S2)It’s possible that an Assignee can be added to Queues that belong to Support Organizations which they themselves do not belong to.   What would be the benefit of this set-up? Cases Queued to my Queues - Lobby Element - My Call Center The Assignee is connected to a Case Access Group with a restriction of Local.  They are only connected to Support Organization A.  Many cases exist with a Case Type of Global.  The Assignee is able to see other cases that do not belong to their Support Organization in Cases Queued to my Queues lobby element.  They are also able to Accept these cases.   Why would this be the case? Is there a permission set that could be overruling this basic data set-up? Is there functionality defined for Case Completion vs Case Closure?  For example, what would be the intended to benefit to complete the case instead of just closing it?

881
A
Hero (Partner)
H
Sidekick (Employee)
Hashane BolonneSidekick (Employee)
asked in Distribution (CRM, Commerce)
Part Availability check not updating Planned delivery/ship date

In our DEV or TEST environments Create a customer order for a make to order part Example: Site: MEX Sales Part: 3501-BDLP-95 Sourcing Option = Shop Order Manufacturing Lead time = 4 days Site Picking Lead time = 2 days Customer order O322431 entered in MEX site for customer 12290 Wanted Delivery Date = 10/20/23 Line entered for 3501-BDLP-95, Qty 1 Upon saving the line a popup message appears stating: “Due Date earlier than today’s date. Earliest possible delivery date is 10/27/23”. This calculation would be correct based on the mfg and picking lead time. However, on the customer order line the Planned Delivery Date and Planned Ship Date both state “10/20/23”. So it appears the availability check is calculating the earliest date correctly but is not updated the customer order line with that date. This is standard functionality and has been for years (apps9 and 10). It is required and very important to have accurate planned delivery and ship dates.Is there a new setti

2961
ChriSu
Sidekick (Customer)
M
Do Gooder (Customer)
mingramDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Personal profile saving error

Hi! One user is getting an error like this when trying to save personal profile. She would like to save for example default handling unit type. 

450
M
Do Gooder (Customer)
D
Do Gooder (Customer)
diolukeDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Limiting Sessions per User version 10

IFS application 10 UPD22 - IEE client We are trying to limit the number of devices a userid can be logged into IFS at the same time.  We are working with Oracle Profile - Sessions / User.     A value of UNLIMITED appears to allow an unlimited number of logins on multiple devices.A value of 3 (or more) appears to allow an unlimited number of logins on multiple devices.A value of 1, or 2, does not allow the userid to login, with the system responding with “invalid login credentials”. Have others got this working?The goal is to prevent sharing of accounts, requiring each user to log in with their own account.

680
D
Do Gooder (Customer)

Badges

Show all badges
Terms & ConditionsCookie settings