Distribution (CRM, Commerce)

Hello We have had buttons added to the Customers and Sales Specific screens, so that when one customer is selected, a button appears at the top saying ‘Add Quote’ or ‘Add Order’. However, these buttons currently just take you to the Customer Order / Sales Quotation screens and you have to manually create the order/quote. Is there a way that the information for the customer selected on the Customers / Sales Specific screens can be pushed into the Order/Quote entry screens so the information is pre populated? e.g.Go to Customers Search for ‘cust123’ Select the row Add Order/Add Quote buttons appear Click Add Order Takes you to the Customer order screen with a new order opened and ‘cust123’ details populating the orderThanks

Hi, some of our users have this “issue”:Aurena, with UPD20Chrome or Edge  Under Business Mails, when they click the “Mail Body” button: then the file is downloaded as an html file and can be opened in another tab: For other users, the mail body is just displayed in Aurena: Does anyone happen to know whether this is that a setting in IFS or in the browser? I cannot find a rhyme or reason - it seems not to be permission, because we have users with the exact same permission a

I want to remove or assign a property to the company but I don’t see any add or delete icons or any other command that would allow be to assign or remove or edit a company property.  Might there be a permissions set for this or something else that I need to be able to do this?  Using the Appowner or setting myself as the HR Manager has not helped.Thank you.Patrick

When are working in 23R1. All of our users have a default coordinator in sites per user. The coordinators are populating in customer order but not on the customer agreement.Is this core functionality?If it is can someone explain the logic behind it?

When we set the status of a quote line to “LOST” the total value of the Sales Quotation is not reduced. Once the line is lost, it cannot be edited. We would expect the total value to be reduced by the value of the lost line.Any suggestions on how to handle this?

Hello I'm looking for a report on the shipment of reusable handling units to the customer. 

Hello IFS Community, When we create a activity from the business calendar view “Activity type → meeting” ,  a file with the extension “.ics” gets generated. We need to open this file, include the “To” addresses and teams meeting to create a meeting request. Is there a set up to be done in cloud, so that an outlook meeting request creates automatically, instead of an .ics file being generated.   ThanksDivya   

Good afternoon,We would like to understand why the “Modified By” field in the Shop Order is changed when we simply print the Shop Order, considering there is no change to the shop order itself.The only change is in the Order History where there is a new line for “Shop Order Report Created”, but nothing is done at the Shop Order level itself.Thanks in advance for your input.Kind Regards,Carlos Mendes

I need lot batch numbers for valid OESHIP transactions only. We have many “undone” delivery transactions that could cause bad data. What’s the best way to pull this from the database? Thanks,Eric

APP10 UPD9 - I’m trying to setup the Brazil Extension and am running into an error message when trying to create a Purchase Order.  My supplier that I’m using is a US company, the PO is being placed from the Brazil company with Brazil Localization turned on.When creating a purchase order for the US supplier and try to save the header I get the following error.  Operation Id should be entered on Supplier Tax Info for supplier xxxxx and address xx.I’m not finding where on the supplier address tab this goes.  Any help is appreciated.

Hey all,My time zone is set to Stockholm everywhere (IFS, Outlook, Windows), yet it seems like the time in the Business Activity and in the .ics file from the button “Create Outlook Meeting” are differing with 2 hours: What could be causing this, any clue?Best regards,Peter

Is this a known issue with the outlook plugin?When we have a customer contact saved as both a contact and communication method it prevents us from creating an activity out of outlook for that email address.When a contact is saved as a contact only we can create actives from outlook.Thank you,  Scott D Hansen

Pre-Cloud, IFS allowed searching for the Field Name in Column chooser to identify where the field was in the list of fields. In cloud, when finding the field to display, the window narrows to the field name, thus not identifying where the field is in the list of fields (4th, or 40th, etc). Is there a way to find where the field is and re-arrange it without erasing where it is in the list? IFS9 highlighted the field name, so it could be identified where it was in the list, then re-arranged.  

Hello,It appears that our users have created 2 Accounts CRM - Prospect which are actually referring to the same company. We cannot delete them as they both have Leads and Activities connected to them.Is there a way to easily merge them, so that we could keep the data of both accounts?Thanks a lotClément

Our shipping department likes to have the paperwork prepared in advance. The problem is if they print the delivery note the event fires to send a delivery note and shipping information to the customer.  We don’t want to send those in advance in case something changes. Has anyone come up with a way to send a notification when they hit deliver in the shipment. The problem with the built in event is it won’t list multiple customer PO’s or shipment line information,

Hello,I created customer order where I added line (product) from Works order. Next i prepared customer invoce.  Now, I want to create correction invoce, but I can't.   I received form the Database Background job : “job status: warningORA-20110: CustomerOrderInvItem.SERVICECREDITERR: Creating a credit/correction invoice is not allowed. Service crediting/corrections should be handled from the service itself.“How can I do correction invoce ??

I have the SRM and CRM manifest files downloaded and I would like to add it to the New Outlook but I can not find the Add-In function does anyone know how to add it to the New Outlook?

We would like to measure the success of specific marketing campaigns. Therefore, we require more detailed information like the source. It would be even ideal to generate a marketing campaign and directly enter leads out of this campaign. Do you have any experience or solution for that? How do you handle that today? 

Hi All,  I am in search of customers that have gone live with IFS Cloud and are using CRM Cloud as part of their implementation.  If you are using CRM Cloud, can you please share your opinion of the product and feedback that you have received from users?  Much Appreciated, Susan

Hello,For IFS10 UPD19, what is the latest model of Galaxy Tab certified For MWO) . Are there any specs which we can suggest for the same. RegardsPankaj

We are pushing a lot for using the  CRM Panel because the best place for Salesmen to interact with the CRM is within the context of an email.But we found some basic limitations.When creating a Lead in CRM Panel, the only available fields are (Name, Title, Phone no, and Mobile No); how can we add these basic fields from the lead master data (Stage, Potential, Source, Market, Notes) 

We are adding weight or volume based charges automatically on Customer orders when new customer order line is created. There is charge type and charge price per liter or kg defined in Sales Charge Type. Charge price in Sales Charge type is always defined in Site base currency. We have customers that are ordering in different currencies. For those we have agreed fixed charge prices per kg or liter in the currency customer is using. How can we defined those other currency charge prices. In standard solution it is always doing charge price conversion from base currency to order currency with daily exchange rate. In this case that order currency charge price is not fixed. It is changing every day.    

Hello,I would like to create a bookmark targeting the list of all my opportunities which are supposed to be signed by the end of this month.Intuitively, I have done something like this :Filtered search to be bookmarkedBookmark created based on the filtersThis works properly for the current month, here April for instance, because the Filter saved in the bookmark is “((MainRepresentativeId = 'XXXXXX')) AND EstimatedSignDate >= 2024-04-01 AND EstimatedSignDate <= 2024-04-30”.However, when May will arrive, it will not work properly, because the filter does not keep in memory “This Month” but rather “EstimatedSignDate >= 2024-04-01 AND Est

Where do I find the mail-merge functionality and the mail-merge templates in IFS Aurena?

When RMB Cancell receipt/Arrival Purchase Order is available? I have this menu grayed. I have no any returns/scrappings Maybe data of receiption has any meaning? I have to cancel old receipt (from 2019 year)