Distribution (CRM, Commerce)

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

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

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?

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.