Distribution (CRM, Commerce)

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 / activate ? Which tags in the xml file related to purchase order confirmation are requested for being picked up?  For example  <CUSTOMER_COMMUNICATION_ID>,  <SUPPLIER_COMMUNICATION_ID>, <MEDIA_CODE>INET_TRANS</MEDIA_CODE>,  <SENDER_COMMUNICATION_ID>,   <RECEIVER_COMMUNICATION_ID>?Please, would you be so kind to give us some examples / instructions on how to proceed?Thanks in advance

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.

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.