Distribution (CRM, Commerce)

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 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

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 the first one example, we get an extended lead time that is no necessary. Do any other customers run into this issue? If so, have you come up wi

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. Thank you!

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.

 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 CLOUD​​​​​​APP MOBILERegards,

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

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,

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,

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.  

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,

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,

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.

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

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

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!

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,

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 

Hi Community,We search how to disable “add” button on customer info list but enable it on customer info form. Do you know how to do this ?  

Hi Community,For internal users, when we try to check the flag Customer Contact or add Country to a Person ID, message occurs “Resource not found”. Even if Resource exists.This change is possible in App10. What can we do? Is it a bug in IFS Cloud (24.1.4)?