Distribution (CRM, Commerce)

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)

HelloWe are attempting to use the CRM Panel to create business opportunities and business mails from incoming emails. Right now, the business mails are creating, but attachments are not flowing from outlook to IFS. I checked my CRM/SRM Panel Settings and i have SAVE_EMAIL_BODY set to TRUE and SKIP_ATTACHMENTS set to FALSE. I dont receive any errors when creating the business mail, it just doesnt attach anything. Any tips?

Hello, This happens with 2 different customers in different versions (23.1.10 and 23.2.3). The CRM Panel has been installed correctly, the doc class has been defined for the docs and the Default Settings have been entered correctly: DOC_CLASS - populated SKIP_ATTACHMENTS - falseBut the attachments from the email are not populating into IFS Business Mails as an attachment. Does anyone know how to fix this, or is it an issue with the versions? Kind regards, Eric

We are running Apps10 UPD16.When we have multiple tax lines on the instant invoice:When printing the Instant Invoice, there is only one tax line lumping all 3 lines above together.Our customer requires a breakdown of all of the tax lines.  Is it possible to print all of the tax lines on the Instant Invoice report without having to modify and make a new layout? Thanks, Michelle

Running into a few different setup issues with call center (23R2 S2)It’s possible that an Assignee can be added to Queues that belong to Support Organizations which they themselves do not belong to.   What would be the benefit of this set-up? Cases Queued to my Queues - Lobby Element - My Call Center The Assignee is connected to a Case Access Group with a restriction of Local.  They are only connected to Support Organization A.  Many cases exist with a Case Type of Global.  The Assignee is able to see other cases that do not belong to their Support Organization in Cases Queued to my Queues lobby element.  They are also able to Accept these cases.   Why would this be the case? Is there a permission set that could be overruling this basic data set-up? Is there functionality defined for Case Completion vs Case Closure?  For example, what would be the intended to benefit to complete the cas

Hi! One user is getting an error like this when trying to save personal profile. She would like to save for example default handling unit type. 

IFS application 10 UPD22 - IEE client We are trying to limit the number of devices a userid can be logged into IFS at the same time.  We are working with Oracle Profile - Sessions / User.     A value of UNLIMITED appears to allow an unlimited number of logins on multiple devices.A value of 3 (or more) appears to allow an unlimited number of logins on multiple devices.A value of 1, or 2, does not allow the userid to login, with the system responding with “invalid login credentials”. Have others got this working?The goal is to prevent sharing of accounts, requiring each user to log in with their own account.

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 whi

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

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​​