Distribution (CRM, Commerce)

All,I have been working on a success engagement with a customer who wants to do their ABC analysis in a manner different from the standard way IFS calculates it. The standard method is based on the sales transactions but if you have high volume items that are in stock and not yet sold (large engine assemblies that are infrequently sold) or low value but high-volume items (such as fasteners that can be replenished in days), the standard method may result in false settings. The current calculation does not have any consideration of the items' lead times.The customer would rather set the value of the items to set the ABC class based on their value rather than the sales amount.Has anyone encountered this dilemma before and if so, how did you handle it? We COULD use an external script to do this evaluation, so I'd appreciate your guidance on this! Thanks!

In Business Opportunity Pipeline Chart, you can apply filters and generate the filtered list of Business Opportunities below the chart. I can enable editing of the Business Opportunities list on this page, but any changes do not flow to the actual Business Opportunities. Is it possible to link these?Ideally, we’d like to conduct cadence calls using this screen and edit the Business Opportunities at the same time.Thanks!

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.

Good morning, Which settings defines which field you enter price on customer order line? Sometimes it’s field “Price Incl Tax/Curr” and sometimes  “Price/Curr”. Both of customers are in the same currency.  price/curr fieldprice incl tax/currBoth of them are with tax code 5%.

Hi Team,I’m hoping to execute IPR without using forecast option which feed from Demand planner. Yet I face below error: INVPLA module is installed in the system and there is no demand plan service. Do system admin needs to enable any other service to use IPR functionalities ?

Hi, I am getting this error message when I am changing the field “Price UoM” in Sales Part: Does anyone know why this is not possible? (Background why it is not possible) Many thanks. Best Regards Can

My sales team is using Business Opportunity to add lines and only moving to Sales Quotation when the quote is ready to be generated for the customer. They wish to see “Available Qty” on Opportunity Lines just like the native field displays on the Sales Quotation Lines. It doesn’t appear I can create a simple read only reference field for this and need a select statement. I haven’t been able to get one to work, can someone offer assistance?

Is there a way in the Export Control module to set the Denied Party setting for a Customer record that is still a Prospect?The sales force entered the Customer record and created a Business Opportunity, but during our pre-quote review we discovered the Prospect is a Denied Party.  We want to add them to the list to prevent potentially missing this in the future, but when we try to add them to the Denied Party - Customer we get the error Customer 700413 is not of category Customer.

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 

Hi, We’re implementing the CRM module and I want to generate automated notifications-by email- that would be sent to the main representative in a Business Opportunity. We’ve created a custom field called “follow up date” which as the name states it is the date at which we should follow up with the prospect/customer. The idea would be to send an email reminding the rep to check a BO 7 days before the follow up date so they don’t forget any BO. Here are the conditions: Status NOT IN (‘Cancelled’,’Closed’) CF$_Follow_Up_Date <= sysdate+7How would you achieve that ?Thanks! PS: we’re running on IFS Cloud 24.1.4

My sales team is using Sales Quotation and is requiring the team to complete the Request Receipt Date field before the quote can be sent. They wanted the same field on Business Opportunity (custom field created) to feed this native field. If the salesperson forgot to input a date on the BusOp, they would still be able to on the Request Receipt Date on the Sales Quotation. I have been unable to figure out how to have the field on the Sales Quotation populate with the date entered on my custom field on the BusOp. Does anyone know how to accomplish this?

I am trying to ouput XML report data for operational reporting to multiple servers based on the report (IFS Cloud 24R1).  I have setup four FILE_SENDERs all with the Out Directory to a different server.   I then created RPL files for the reports and specified the FILE_SENDER that I want the report to send to.  Even though I specified FILE_SENDER4 in one of my RPLs, it still went to the FILE_SENDER1 server.  Why are we able to setup multiple file senders if it doesn’t follow the setup?  

When I duplicate a lead and save it with the exact same name and association no, the “Duplicate Lead” box is not getting checked.When I click Save, I do get a pop-up notification asking if I want to view the duplicate.How can we get the “Duplicate Lead” box to be checked? Is there additional setup needed or criteria we are missing? We have tried this in both Aurena and IEE. Below is our current setup for the Duplicate check Action Setup and Duplicate Check Rule:

How do i can login to IFS service center or change password because when i enter username/password but screen show invalid username/passsword. But i can log in normal as IFS Portal. 

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. 

We would like to Invoice block a Freight Charge which is in order level. Could you please let us know if we can do Invoice block a customer order – Charge line, which is not connected to any Line? In some orders, we need to review/update our freight charges before it get invoiced. So we wanted to Invoice block the charge.If there is no way to Invoice block FREIGHT charge,  Is it possible to connect the FREIGHT to a delivered order line and Invoice block the Order line and after Freight charge is reviewed/updated then uncheck Invoice block line and remove connection line to the Freight charge? LCS Case: G2326906

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 5

We are currently working on some solutions to improve our dates for our customers. One gap we currently have within IFS is that ATP (Available to Promise) and CTP (Capability check or Capable to Promise) do not include open supply, unless the Wanted Date is within the Open Supply window. Example where Supply is not seen:Customer Order Wanted Delivery Date - 5/10/21 Shop Order Due Date 5/12 ATP runs and shows you can only fulfill so much of the order (based on qty on hand and selling qty). Thus the user runs CTP moves the promise date on the customer order to the full part lead time (30 days) even though the supply is coming in on the 12th.  Example where Supply is seen:Customer Order Wanted Delivery Date - 5/10/21 Shop Order Due Date 5/8 ATP or CTP see the supply and the date properly plans the customer order. With the supply not being seen on th

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

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.

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

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! 

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? 

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.

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.