Distribution (CRM, Commerce)

Hi All,  A client of mine has similar IDs for Account CRMS and Leads : for instance an Account CRM ID 94 and a Lead ID 94. The problem is that when I want to associate the Account CRM ID 94 to another Account as a Child / Parent Account to create an Account Structure; ->  the system automatically select the Lead ID 94. I cannot find any way to block this, and it happens a lot with this client, who has many leads and account crms with same No/ID. Would anyone know how to prevent this ?  Thank you   

Hi AllWe are finding that searches for customers and contacts are taking between 1-2 minutes to return the results.Examples:‘Customers - Sales Specific Information’ screen Search on ‘Post/Zip Code’ Results take 1-2 minutes to return   ‘Account Contacts’ screen Search for part of a contact name Results take 1-2 minutes to return   ‘Customer Order’ screen Click on ‘Customer’ drop down Click ‘Find’ In the slide-out screen, search for full or partial Post/Zip code Results take 1-2 minutes to returnThese times are not acceptable in general but additionally not acceptable when you have a customer on the phone waiting 1-2 minutes before you can even find their account. What can we do to improve the speed? Are others facing the same? Thanks

Hi All,  I have an issue when I want to duplicate existing lobbies on IFS Cloud 22.1.9: “Business Opportunity Management” or “Business Opportunity Win/Loss” or export then import them. This is the following issue that appears :  Do you have any idea how to solve it ? Thank you in advance,  Best Regards,

Hello,In a business opportunity, is it possible to go from confirmed status to in progress status without creating a quotation ? RegardsPierrick

Hello,I have a customer that is curious if there is a method to leverage the “Approvals” in the CRM - Sales Process - “Action Steps”, and create the Approvals in such a way that a hierarchy can exist. For example: Line Manager approvals first, and then the Director approvals second.Their requirement reminds me of the Purchase Order/Req Authorizations functionality with the “Routing Steps”.For what its worth, they are running Apps 10 “Aurena” on Software Update 19.  Thank you,Alex

Dear community,I wonder if we can export a product catalog (in xml) from IFS for customers.Does anbody have an idea?How to use it? 

When I select this particular customer for the sales Quotation, I do not get any list of values to show up when I choose the option. The resulting window has no items.Other customers are okay. I can’t seem to figure out the linkage as to why the dlgDynamicLov isn’t loading.Thank you.

Does anyone have documentation of this functionality in terms of what data it copies from the customer template? I’ve looked on the IFS documentation website but I can't seem to find the details on it. 

Hello, hivemind.We receive hundreds of enquiries in our “info@” account every week. Our receptionist creates Opportunities or Leads for our Business Development Team, based on whether or not they appear to be an existing Customer. Our Marketing Team needs to trace where our enquiries come from.I really hope that I’m missing a trick, but I can’t see any way of monitoring where an enquiriy came from when it’s for an existing Customer or how to follow that enquiry through to fruition? TIA.

How do I calculate tax on a customer order based on the original, undiscounted price rather than the discounted price? In the below example sales tax is calculated on discounted price. Customer order screenshot attached for reference.  

We have 1 customer that we must collect and remit sales tax for.  i have looked through the documentation and have successfully set up the collection portion.  I have been able to  capture and report over the collection piece.  However, what is the mechanism to remit these taxes?  I tried just entering a supplier invoice but the collections are held in a ledger account so I cannot clear the collections that way.

Hi,I have implemented a outbound (POST) request to 3rd party to transfer some information from IFS to their system, but to access their system I need to generate a token and then need to send the outbound request authorization as Bearer using that generated token.Can I fulfil this requirement only using Routing Rules and Addresses?Token Generation I’m getting a token as a result of above. Outbound RequestI should be able to use the generated token here to send the data.Please share if you have any sample setup for this..

Dear all,When trying to convert to lead after giving a template account the following error comes saying the method in customer potential returns more than one row.   Would like your kind input on what causes this error.Thank youUdanee 

Hi, I am trying to set up an event to notify customer order’s salesman about rejected approval process. We have set up approval process on customer order line. When one step is approved, the next step’s approver corretly gets an email about next step approval information.But when one approver reject the step, noone gets email.I tried to set up app. defined event STEP_REJECTED_NODOC (i didn’t use APPROVAL_ROUTE_REJECTED event, becuase it is supposed to be dedicated to Documents only). When I put my username in section “Mail to” (let’s say IFSUSR user) i correctly receive email with reject info. But i need to send the info of “rejecting” to salesman of customer order. I tried to put to “Mail to” this API: customer_order_api.get_salesman_code(&KEY03) that gives me back username of CO’s salesman, but in the “Application messages” i see error “Mail address ‘To’ field is not specified”. When i run the API in sql developer i correctly get salesman code.Is ti possible to use API in “Mail t

Hi everyone, We are currently studying how we could use the Call Center for our internal and external support to replace our old external call center system(s). At the moment we are using Apps9 UPD14, but we are planning to go forward with upcoming IFS version.What we are curious about, how others are actually using the system (in Apps9 or Apps10).How are you sending case report to customer? Are you using “Send e-mail message” function and writing/copying the resolution to customer or have you created custom printout that will be attached to case? Something else? Our customers are requiring quite extensive report for the cases, with dates, locations, all communication, resolution, hours used etc.. Where “sensitive data” e.g. software code changes, of the case could be saved that way the customer cannot see it. “Our Description” or “Our Resolution” could be one place as we are only offering support in English.And in general would love to see how others are using the Call Center in Gener

Hello,On the Representative 360 window, there is checkbox “Only Not Accessible by Representative” which is there in IFS Apps 9, but it is not available in IFS Cloud. Any idea if it was officially removed and why?

We have employees with apostrophe’s in their email address who need to receive emails from IFS App9 .  We receive the Application Error Message: Error while sending data... Caused by: javax.mail.internet.AddressException: Local address contains control or whitespace when trying to send emails to the recipients.  The recipient email works fine outside of IFS.  Is there a way to allow these emails to work within IFS??  We have even tried setting up a Distribution List with only that employee but ultimately the email needs to go to the individual recipient.  Examples in attached Word document.There was previous posting related to FSM but it is older and am not able to access any of the replies which is rather inconvenient since I now have to pose a new question.NOTE: we are just starting the upgrade to Cloud version but that is several months to a year before that happens and need to see if there is some sort of work around for this issue now.

We have an invoice PDF event set up to e-mail invoices to our customers.  Each customer has their own event.  Can we have one event and connect/utilize data from the Customer Master File to e-mail invoices to our customers.Event per customer time consuming and not as easy to manage.Appreciate any information. Gena

One of our clients is getting EDIFACT files from their customer to load invoices, is there any process exist to read that EDIFACT files in IFS? Do we have any IFS Customer using EDIFACT who can share their experience? I would be really happy to see your reply and appreciate it.

Hi, I want to make my sales in the lobby “dashboard” to appear by region, this is easy but the challenge how to make it appear as country map graph??We have APP10

Hi,In the "Sales Charge Type" screen, there is a checkbox called "Print charge": I can't figure out what this box is for.I can't see any difference, for example, in the "Order Confirmation" report, whether you uncheck it or check it.Thank you for your help.

Is there any option in IFS App 10 to create sales parts automatically when inventory part is created ?

Hello. This error appears as in the screenshot above. Tell me what can be done?

Is there any core functionality that will support the calculation of more than customer rebate?Business Scenario:Customer A has a tiered rebate program where they will receive X percentage based on a tiered minimum sales volume.Additionally, Customer A has a overall minimum sales volume target where they will receive a flat percentage.Data Set-up:At the moment, I’ve created the following:2 Rebate Agreements for all Sales Parts (1 for tiered and 1 for overall minimum) Both are set-up as  Final Settlement performed yearly Each have the same Agreement Priority Customer record is set-up as Multiple RebatesIssue:When the Final Settlement is run, the proposed rebated credit is only being generated for the tiered rebate and it is ignoring the second rebate.  It appears this is because this was the last Rebate Agreement updated.  Is it possible for both rebates to be considered and calculated in the final settlement?  Alternative Ideas:I’ve thought about adding the percentage from the overall

Is anyone aware of the roadmap of Call Center in 23R2 and 24R1 as well as auto dispatching of cases?Will Case functionality exist as it does today?  From some previous [dated] threads, it appears this will be absorbed by other functions such as the Omni Channel support but it isn’t clear what that means practically.  Also, are enhancements around features such as auto dispatch in the pipeline?  For example:5 assignees are connected to a Queue.   There are 20 cases in the Queue. Application would auto assign so that each assignee in the queue has an equal amount of cases.  Thanks.