Distribution (CRM, Commerce)

When there's a Customer Order Direct, and the single occurrence Address option is selected, the delivery address of a Purchase Order prints the wrong country. (Address lines are fine, but the country name is wrong?  

We have used Vertex integration for US Sales Tax in Apps 8 for many years. It was implemented as a modification/localisation.Currently upgrading to Apps 10 and this is now core. Not sure what needs to be done to configure this and the IFS help is not much help! Our support are struggling to find a consultant with experience in this area. Anybody on here familiar with the setup/config? 

What have you found is effective way to validate project addresses captured from the Project Definition Address tab?  

Hi Community! If I open up Page Designer on the Business Activities page (shown below) and look for Attributes on the BusinessActivity entity, some seem to be missing.  These “missing attributes” fall into two categories:There are attributes that exist on the Entity but don’t display as options on the Page Designer, such as DateEntered. It’s possible to see DateEntered on the Query Designer so you know it’s there; you just can’t see displayed on the drop-down list of available Attributes it on the Page Designer. There are also attributes that must surely exist in the database somewhere, but don’t even display on the Query Designer. For example, the identity of the user that created the Business Activity. You can see the identity of the Main Representative of the Customer Account but you

How do you setup Teams for the ‘Business Calendar - Team’?  I’d like to setup the sales representatives in teams based on their region, so that when a sales rep checks their Business Calendar, they see only people within their region/team.  As of now, all users see all other users.  Thank you for all your help! 

Hi All, Is there anyway to print the pdf from the Print Pick List screen. There is a prompt to “print” the pick list but it just executes the report creation. How can we enable the print prompt from this screen like the other pages in Aurena.  

We’re using App10 UPD9.  Users are asking what functions would make a date on order lines changes.  Example would be changing a quantity, etc.Does anyone have a document with these details?Thanks,Elaine

Hi Community,We try to anderstand what is difference between customer contacts and customer communication method. It seems to be use in the sames cases to manage contacts. if somebody have examples about differents usages please share your experience. Contacts are link to Persons and Communciation method is free to input data.is it the only difference ? BR, Christophe 

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

Hi,When creating new user I want to copy privileges from another user. Doing Duplicate is not copying permissions, companies etc. Thanks, Marko

I was trying to figure out the functionality around this option “Finalize Picking of Source Lines” option in the Pick but Choice Window in Shipment Delivery,  is this setting  per Order line, or is it set for the Site or Company? I would also like to know  what happens when it is selected and un selected. Since window is a popup, the help was also not helpful, appreciate if you help me understand this. Pls refer the attachment for more details.     

Is there any option to hide the BO record, or hide the name of the customer and Description to keep the record confidential?Ex: We have CRM Group ABC. In this group we have:Rep 1Rep 2Rep 3Rep 4Rep 5When Rep 1 creates opportunity everybody in ABC Group can see this opportunity.Is there any option to hide this opportunity as this is confidential? Only Rep 1 + CEO/Line Manager should be able to find this opportunity in the system. I tried to set it up using CRM Access IFS Online Documentation, but something may be missing.

 How can I invoice non inventory sales part lines at the same moment as a shipment?Example:Customer Order has 2 lines, 1 with an inventory part and 1 non inventory part. Shipments are used to send the inventory part to customer. Invoicing should include the non inventory part at the moment of shipping the inventory part, but as it is non inventory it is not shipped so a manual action is needed to get it delivered and invoiced which is error prone and inefficient due to the transaction volume.

In Apps 10 UPD I have Sales Processes set up with Validation Type ‘STOP’ on All Actions.The Guidance in IFS says this:However, users are able to move to the next Action or next stage without the first Stage being completed.  Have I failed to set something up?I do not want users to be able to move to the the Stage until the previous one is completed. Can anyone advise as all IFS guidance says it should not move on.  ThanksTrudy  

We created a Credit Invoice from a Customer Order Invoice.  It created in the Preliminary Status, but does not give us the option to Print.  Can anyone explain what is causing this? 

I am working with a Customer’s CBP environment on Cloud 23R2. I was able to download the CRM Panel manifest file and upload it on to Outlook.I can see the IFS CRM Panel Add in, however on clicking it - I see the below error: What am I missing from a setup perspective? Appreciate your inputs.

Hello Everyone,I'm encountering an issue with Chinese characters when generating an email attachment. The goal is to list the Customers and Suppliers created after a certain date and send the list in CSV format via email. To achieve this, I wrote the following PL/SQL block. However, the Chinese characters in the Customer and Supplier names are appearing as garbled text in the CSV file. What am I doing wrong? Many thanks!  DECLARE  last_run_    VARCHAR2(32000) := '&NEW:CF$_ECP_LAST_RUN';  start_date_  DATE;  customer_id_ VARCHAR2(32000);  supplier_id_ VARCHAR2(32000);  name_        NVARCHAR2(32000);  filename_    VARCHAR2(32000) := 'new_customer_supplier.csv';  subject_     VARCHAR2(32000) := 'New Customers and Suppliers';  email_from_  VARCHAR2(32000) := 'from@something.com';  email_to_    VARCHAR2(32000) := 'to@something.com';  email_text_  VARCHAR2(32000);  attachments_ Command_Sys.at

Has anyone out there integrated Hubspot with IFS?  Creating a lead in IFS from Hubspot and two way integration with customer contacts?

Hi All, In the Business Activity, I can attach Emails from Outlook and they are displayed in the References Table as shown below.Whereas, the Business Opportunity, I do not see where the Outlook Email is being displayed. Any thoughts? Thank you,Alex

Hi All, I have created a new Business Opportunity in IFS Cloud, but I don’t see a button to send the Business Opportunity to the CRM Outlook Panel?  The Business Activities has this functionality, but I don’t see it for Business Opportunity. Any thoughts? See below, there is no button to send to CRM Outlook.Thank you,Alex

One of the options on a non-inventory sales part is to have it replaced by another part. This works great on a customer order. One is correctly notified that a replacement part was found and automatically the new replacement part is overwriting the entered sales part.However, on a sales contract we have the Revision and Items. This allows to include also a non-inventory sales part, but the replacement part is not checked. Resulting that an incorrect part is used. One is not even notified of the replacement part number to be used.One should really deactivate the replaced non-inventory sales part in order to overcome delivery of an ‘old’ part.Anyone that can help me understand what the logic behind this is?

Simple question, just can’t find a definitive answer anywhere. Looking at setting up the B2B Portal, but need to know about Users. If someone is going to log into the B2B site, do they need to be a fully licensed user?

Does anyone know if the PO has a max number of lines?  We are on Apps10, UPD20.Mary

I have a client who wants to increase the beginning Shipment ID # to a higher number. There is no Shipment ID option in the Coordinators Group to change this. Is there any known option of changing/increasing the beginning Shipment ID#?

We are running apps 10.   We are looking to upgrade to cloud next year.    We are using avalara for collecting taxes for US and Canada.   We have a unique situation where we need to charge 10% “Tax” on a customer.    If we add the tax codes to the customer all is good until we create the order.   they then do not get copied over to the customer order.    So we went in and manually added the 10% tax to the customer order lines and charges and the order looked good.   When we created an invoice it dropped the taxes and posted to the GL and Accounts Receivable with no tax.  Now we can add a “Charge” to the order to get the 10% “Tax” on all the lines.   but that charge will not include the other charges.    Anyone got any good ideas on how tell The IFS/Avalara interface code that this country is not taxed thus do not drop the manual tax codes?