Distribution (CRM, Commerce)

We will be implementing IFS CRM in our Cloud 23R2 environment in the second half of the year.  We are testing the conversion of Sales Quotations into Sales Orders and noticed that the Resulting Sales Order is created in a Status of “Released”.  Can we control this so that the Sales Order Created is in a “Planned” Status?

Hi Team, I need clarification on how PRICAT works. Can we send updated lines for a price list or do we have to create new lines? Changing the price on an existing line does not seem to be taken into account by PRICAT. Can you confirm it to me ?Thanks, Fabrice 

Three inventory transactions showing in Distribution and Manufacturing Postings Analysis with status code 99, description NotBalanced.Review of the inventory transactions show they are missing accounting posting rows. Customer is unable to find a method to add the missing data to balance the transactions.Customer confirmed there have been NO changes to our inventory posting controls.How do we correct these unbalance transactions? 

We successfully configured a print agent for IFS8 on a windows server and have been using it for several years. Occasionally, it will report that it is unable to connect to the URL of the application server, reporting that it is either not running or is not correctly configured. From that point on, we are unable to print anything from IFS.The application is running. The only way we have found to get printing working again is to stop and restart the ManagedServer1 process. This is a major interruption to the users because it stops them from using the application. Does anyone know why IFS printing is reporting it cannot connect to itself?  The full error details follow: Ifs.Fnd.FndSystemException: Explorer: An Unhandled Exception has occurred ---> Ifs.Fnd.FndSystemException: Unexpected error while calling server method PrintReport/ReportFormatRequest ---> Ifs.Fnd.FndSystemException: ifs.fnd.gateway.GatewayException: Exception thrown by handler operation: EJB Exception:--- IFS Exten

I am working with a client who is looking to use a 3rd party CRM (Creatio). They have 2 divisions that serve B2B and B2C. I am looking for IFS customers who would be willing to share their experience with integrations, approach taken and lessons learned.

Did anyone notice that Default Info is not ticked if the purchase order is generated from PO requisitions. 

Hello, I have a question related to amounts mapping in the intercompany workflow.I am using ORDERS message class to send PO from customer company to supplier company and CO gets created with all information in supplier company, except for the price field. Also when i modify quantities in a PO change order, and send it to the supplier company, the quantities are modified but not the price, it is set to zero again even if in process i had manually added in CO before change order. Do you have any idea on how to first get the price mapping from CO to PO?  (i can see the amounts in the out and inbox connectivity message being transferred from customer company to supplier) We don’t use internal price sources for the part on CO line as we try to get price from PO. NB : in this customer scenario, , supplier gives amount to put into PO to customer (information given through a shared excel), that is why it is required to have same amounts in PO and CO. ThanksTanya

Hi All,We would like to log more communications with our Customers in IFS. So far we found Business mail and Business Activity's and this looks great for Business Lead and Business opportunity's,  but it seems unable to connect those to customer orders or an project. Hope someone can give me some advice. How do others log ther communication about a customer order in IFS?  Currently using IFS10 IEE​​

Hello,we are using Apps 10.How can I add custom field in “Configuration Search Assistant”. What is the base view for this dialoge?When you are using configurator (CTO), on customer order line you can click “Find existing”: then this dialoge appears: how to add custom fileds here?? 

Hiwhat is the standard IFS process for inter company purchase order change order handlingwhen enforcing use of purchase order change order mandatory for all the process. when CO and PO both Released.we want to modify price for the part number at source( demand ) customer order,  system will stop and ask us to create purchase order change order ( but we not want to modify Purchase order price, only we need to modify customer order line price. how to add new line in the same CO and PO   

We currently utilize Incoming Customer Order to process incoming EDI xml files.  Today, we let IFS calculate the price of the product based on price lists and customer agreements, and overwrite any price received in the file.  In the future we would like accept the price from the incoming file instead.  We have not been able to figure out how to change this, though.  Are we missing some flags on the customer or in the xml file?  Do we need a different solution to bypass the pricing set up for manually created orders? Current xml price tags used:<UNIT_PRICE_IN_OUR_CURRENCY>65.01</UNIT_PRICE_IN_OUR_CURRENCY><UNIT_PRICE_IN_SUPPLIER_CURRENCY>65.01</UNIT_PRICE_IN_SUPPLIER_CURRENCY> We did notice that the “Original sales Price” in Incoming Customer Order does not populate: Price in the Customer Order: Thanks for any suggestions on this.

Hello,  Do you have any idea how to do emailing (multiple targets) or at least send email with “Merge mail” functionality as it was possible back in days in IFS10 from marketing campaign? Thanks in advance for your answer. Dominik 

HiI am wondering if we are the only ones with this issue.In order for the quotation date to populate on a sales quotation, we have to print preview the quotation, then close the preview, then email it via ifs.The date does not populate if we simply email the quote.This is a lot of unnecessary extra clicks for no reason.Ifs Cloud 22.2.8Thanks 

Hello, Environment: IFSAPPS10Does anyone know how to make availabe/unavailable the change of Pre-Posting on Manual Supplier Invoice, at the moment of Match PO Receipts?On a Race environment I’m able to change it, but I have another environment (from one customer) and I’m not able to change anything.Example of race environment and where I’m able to change:Thanks in advance!Joao

Hi Team,Please, do you know any alternative for mass assignment/reassignment of representatives?It could be the case of replacement of a representative who leaves the company for another, or in the case of redistribution of commercial areas or markets.Any idea?

Hi All, I want to create a new CRM Contact from the Application CRM Companion, but I can’t without selecting an existing “Person” first, which is obviously a very constraining problem _ because I don’t have access to “Person” on this app _ and most of the time, the sales rep using this app wouldn’t have time to create a “Person”Do you know how to get rid of this issue ?  

Hi,Just a quick question. Where can I change the default value for a field “Our Reference”?Thank you in advance for your answer.  

Hi IFS Community,We’d like to receive the xml file about Purchase Order Confirmation Response sent from the Supplier to us in SFTP server and to have it available in Incoming Purchase Order Confirmation.How do we have to set the Routing Rule? In particular “Content based condition” and “Destination address” (Route From=UNKNOWN_XML) How do we have to set the Connector Reader in Setup IFS connect? Is there anything more to be settled / activate ? Which tags in the xml file related to purchase order confirmation are requested for being picked up?  For example  <CUSTOMER_COMMUNICATION_ID>,  <SUPPLIER_COMMUNICATION_ID>, <MEDIA_CODE>INET_TRANS</MEDIA_CODE>,  <SENDER_COMMUNICATION_ID>,   <RECEIVER_COMMUNICATION_ID>?Please, would you be so kind to give us some examples / instructions on how to proceed?Thanks in advance

Can anyone tell me what this setting would be in IFS Cloud?  That normally points to the middleware server.  We have RPL files that use that to export XML data for operational reporting.  

Hi, It is possible to connect Sales Contract with Customer Order:   My question: Is this only a connection without functionally or is there are functionalities?I did not found information in Help. Many thanks.BRCan

Hello,We would like to grant user access to Business Opportunities depending on a field value.Example :for each Business Opportunity, we have a field named “Sector” with 3 possible values “A”, “B” or “C”.  We have 5 user groups “a”, “b”, “c”, “d” and “e”.When the Business Opportunity :Sector = “A” then the members of the user groups “a” and “c” can see this Opportunity. Sector = “B” then the members of the user groups “b” and “d” can see this Opportunity. Sector = “C” then the members of all user groups can see this Opportunity. Question : how to do that ?

I’ve run into a unique issue where a Case is not visible to a user unless they are added to a Case Access Group with restrictions defined as “None’.Why is it necessary for a Case Access Group to be defined for the user to see the case?A little background:23R2 SU 2Case Type: GlobalAssignee has access to the Support Organization and the Queue 

Navigate to Create Consolidated Picklist for Customer Orders Select List of Values for Order No Some Order Numbers presented will be Cancelled and/or Planned This occurs anytime the user attempts to Create a Consolidated Picklist for Customer Orders.   

When a new inventory part is added in a customer order line, the condition code by default is being set to "Normal" in the new 23R2 upgraded version(CFG).Couple of questions 1. What is the significance of the newly introduced condition code?2. Does removing this condition code from the basic data, create issues in any of the existing modules? UIsers do not want the default to be set to Normal. 

We are using the Avalara tax integration, IFSAPP9.  Where can I see the XML files that are being sent/received from Avalara?  Also, is there anywhere to see errors that are being sent back if an invoice fails to upload?