Distribution (CRM, Commerce)

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? 

Outlook add-in is not working for the IFS cloudSome users are getting the following errorWhat do you think is the best way to solve this?The user has the following version 

We are upgrading to IFS Cloud and we are trying edit a Crystal Report based Quick report and when we click the Edit button we are unable to alter the Report Reference field.  When I tried to click the Update Crystal Report button an upload from the file location I receive an error stating:ReportLayoutCrQr.The “Report Layout Cr Qr” has already been removed by another user. 

Hi Community,I have changed maxlength of a field from 25 to 50.However, it’s not possible to save under under Shipment Handling Unit Structure . Can anyone tell me why? 

We are on 23R1 and we currently use the “Connect to Opportunity” functionality on the Business Activity. We are trying to figure out if there is a way to disconnect an activity from an opportunity in the case where it may have been connected to the wrong opportunity. We can’t seem to find any way in the web ui or in the odata API to disconnect. Is it possible? 

Where do you store Schedule B numbers needed for export from the US?

Hi IFS Team,Is it possible to synchronize the Outlook Address Book to IFS to add contacts to CRM Account?For example, the address book below could synchronize contact information into IFS?If this answer is that no Standard Functionality exists for this, then would this be possible through a customization?Thank you,​​​​​​​Alex

Hi,Does anyone know if any new IFS releases have made it possible to configure the Outlook Panel to add custom fields?Thank you,Alex

We have a situation where a customer prefers to pay under a single invoice name. To accommodate this, we need to consolidate all their prices under one price list. However, since they have different prices for the same items at different plants, we need to assign four different prices to the same items. Unfortunately, the sales price list only allows us to set a single price per part, or two prices if the part is listed in two different currencies. The differences in prices are the shipping prices if that helps anything.

Hi all, we are looking to see if there is an ability to add a parameter into a Database task. we have a process that looks at the order type and releases orders from planned but unfortunately there is only the option to use ORDER_CREATED_TIME_OFFSET. I’m hoping to be able to reference Wanted Delivery date / time instead.Is this customisable and if so, where could one reference the above?As always, any pointers massively appreciated.

We have a non-inventory sales part on a customer order line.  When we change the quantity on that line, the system is automatically showing it Reserved and Picked, ready for delivery.  We don’t want it to do that.  Is there a way to prevent the auto-reservation and picking of non-inventory parts?

Hello,Is it possible to setup a Campaign with different discount-% depending on who the sales person it?As example:Part number 123456 with a list price of 1000 EuroOrder created by Sales person 1 = gets 5% discountBut if Sales person 2 make as identical order, he will get 10% discount?A sort of Level 1, level 2, level 3 discount structure that copies the different discounts into the Customer Order automatic, depending on who the Main Rep. is.We are currently on Apps9, pending switch to Cloud, so question goes for both systems.Thanks,Michael

As i know, Customer agreements are only for inventory parts, is there any possibility to have the same for non-inventory parts?Thank you :)

I have created:Sales Process Template  Sales Process - Process IDHowever due to a change in naming convention I wanted to delete a Sales Process from the CRM & SRM basic data - I have not used the Sales Process on a Business Opportunity, but I get the following error: Am I just being  numpty? The Rm Proc Process “name of Sales process” is used by 7 rows in another object (Rm Proc Stage).   I have removed all the Action IDs per Stage ID and, but I am unable to delete this Sales Process as it is linked to the Sales Process Template - where the 7 rows are.  I am using the Sales Template so do not want to get rid of that. Is there a way to delete this Sales Process in the basic data as I hate untidy basic data? 

 Cannot add an Inventory Part Location. When selecting New and adding a Part Number, the screen times out and presents an Error Message. Refreshing the cache did not resolve the issue. When trying to add a new location, the part number doesn't auto populate and when we try to type the part number in to force it to go through, it takes it out right away.