Distribution (CRM, Commerce)

Hello,We have started noticing cases where a customer will show in IEE’s version of Rep 360 but not Aurena. See below for an example. Customer 103205 shows in IEE for this rep but is missing from Aurena. Any ideas as to why this might be happening? Is there a setup step being missed?

Hello Guys,my request is to stop generating a shipment when a row is found in a custom LU and interactively this is working good: with error_sys a pop-up appears and the shipment is not generated. The problem is when the user run the creation of the consolidated pick list in background. If the row is found, then no shipment is created. How is it possible to just skip that shipment and let the procedure go on and created the others ?Thanks to anyone that can help me.

When clicking on the Call Icon in the CRM Panel, get an error message that says 'An Internal Error Has Occurred' and the call does not go through  

Trying to clean up Serial Maintenance Aware and need to delete ones that are not valid How to delete Serial Maintenance Aware items that are not valid (ex: duplicate) and need to be removed

Hello,It is possible for each Account Contact to define his/her manager :Thanks to that, is there a way to display the organization chart of the customer in IFS, showing who’s in the team of who ?Thanks

[AURENA] How can I save a quick report with filters applied?

ORA-20110: SALESMAN_NOTNULL.salesman group cannot be blank

We have multiple requests coming in from the sales team for material reservations against forecasted POs from customers down the line ~ 1 month/2 month/etc. What is the best way to execute this request through IFS10. Currently our warehouse planner executes manually reservations with an Excel log which is cumbersome and not effective.

We are integrating customer EDI with Pagero and need to know which field the tracking number will be sent in?  We are on Apps9 and the tracking number is stored on the Freight Tracking tab.

We have started the journey of moving from Sales and Marketing/Apps 9 to Cloud.  I am curious to see how many customers that are live on IFS cloud are using Cloud CRM pages?  If you are utilizing CRM Cloud, what has your experience been like?  What can you share with me?   Or are you using a third party CRM solution? Thank you!

Is there a method in IFS in which you can ‘print’ just the list of items that a customer purchases vs. publishing to them the full list of items on the price list they are assigned to?

What is the proper way to save phone or mobile numbers for contacts in IFS? Please advise how phone or mobile should be saved in the Person screen in IFS.  Customer is looking for clarity on formats for: 1. Preferred Mobile Number Format2. Preferred Landline Number Format3. Format for saving a Landline number with an extension in IFS. (Important)4. Preferred Format for Saving International Phone NumbersTheir users encounter call failures (call doesn't go through) when attempting to initiate calls through the CRM Panel due to an incorrect format. Customer is in IFS  App 10 UPD19

Hello All,I was asked if there is a way to apply Payment Term discounts to exclude net amount from the charges tab.  I can see where there is a choice to base the Pay Term base on Net or Gross, but that doesn’t help with the charges amounts.  We don’t invoice the charges tab separately from the Order Line Tab.  I assume the discount amount is based on the Net or Gross amount in the header and not able to calculate per invoice line. Thanks!Michelle

Hi All,I am trying to add a custom tab to the standard page 'Shipment'.The content of the tab should be a group, based on a custom entity that also has the Shipment Id as an attribute.I tried to add this the same way a tab with a list is added but it does not work.Any suggestion is greatly appreciated. This is the custom entity   Thank you

What is the proper way to save phone or mobile numbers for contacts in IFS? Please advise on :Preferred Mobile Number Format Preferred Landline Number Format Format for saving a Landline number with an extension. (important) Preferred Format for Saving International Phone NumbersWe aim to revise the phone number formats to ensure users do not encounter error messages when attempting to initiate calls through the CRM Panel due to an incorrect format.

Phone No. for the below contact is not showing in the panel even though it exists in the Comm Method on Person screen - Also note that even though the person record is Protected, it still has an address identity with work as the address type that is linked to the comm methods.   

Hi, We have following pricing setup.Discount method = Single discount Pricelist part based with discount connected via customer price group with customer Customer agreement for same customer with deal per sales group Part from pricelist is also part of connected sales group Different discount (higher) compared to price list When i enter customer order, the price and discount from the price list is always taken into account. But the customer is entitled to the discount from the customer contract which is higher. Customer agreement  is not considered.If i delete the line in customer agreement "Deal per sales group" and enter a line in "Deal per part" and then enter a new customer order, the price is taken from the line of customer agreement with desired discount.How does "Deal per sales group" is takeing into account from customer agreement? I have not found anything in “IFS Cloud Documentation”. We use 23R1 SU6.Thank you for your feedback.Beat

Hello,We are using IFS Aurena.For many of our Accounts CRM or Opportunities, we have 1 Main Representative and 1 or more additional representatives.Could you please show me a way of displaying the list of Opportunities - or Accounts - where I am identified as the Main Representative or simply as a Representative (not being the main)?So far I only managed to find a way of listing Opportunities - or Account - where I am identified as the Main Representative.Thanks a lot

We edited the communication method for below contact via the panel -   However, in IFS incorrect contact (linked to a different email) got updated. See below -   

And Hello,How does group credit control work when the supply code of customer order line is “Int Pruch Order” ?The customer configuaration is as follows :And my customer order lines,How the line is blocked at the supplier site / company ? Thanks

Currently when I click on the call icon in the panel, I automatically get navigated to the new Teams -  When I select “Not right now”, the call doesn’t go through -  Is there a way I can stop this prompt for switching to new Teams and use the old Teams to make the call?

I have a Business oportunity and I have created a sales process template but I don’t understand how I can connect the sales process to a business oportunity. I don’t have this option

Go to register arrivals and filter by "Source Ref Type" equal to "Return Material Authorization" and click search.Choose any one of them and click "Receive Parts against Order Deliveries". A pop up window appears and you can choose which material and quantity you want to return.It doesn't matter if you choose the quantity on the RMA or less than the quantity on the RMA, it give you the error shared below.  

I am seeing an issue when I create a Customer Order / add lines through ‘Quick Customer Order registration’ One user gets a message ‘Resource Not Found’ when adding multiple lines (+5).This is only identified by one user - there is no issue for other users. We have checked permissions and they are identical.  Are there any suggestions on a fix? 

Hello,In IFS Aurena, it is possible to edit a list of Leads directly from the Customer Relationship Management/Leads Pages. See below :However, it does not seem possible in the same page for Opportuinities or Accounts CRM, see below:View from Customer Relationship Management/AccountsView from Customer Relationship Management/Business OpportunitiesIs there a way to activate this “edit” fonctionnality both for Accounts and Opportunities ?Many thanks