Distribution (CRM, Commerce)

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 s

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 gene

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 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.  

Hi AllI am looking for information about the possibilities/ways of integrating IFS v.10 with Adobe Magento (e-commerce platform). Maybe someone in the group has some experience with such integration and would like to share?

I want to add a new search filter on the Business Opportunities screen to allow users to filter their opportunities based on the Customer Name entered in the Related Accounts table in the Involved Parties tab within the Business Opportunity (see screenshot).Does anyone know the easiest way to do this? 

We are using Apps10 Update 11.  In the event we manually block a customer order, we notify our scheduling department, they manually adjust the date on the shop order.  If order is already started in the production process we determine if unit should be pulled from production.  Is there any automation to park the shop order when a customer is manually credit blocked?  Or are we using the system as designed? 

Hi everyone, hope to find some help here. We are looking for a simple and smooth solution to the following issue.We have different customers and all of them want delivery to one warehouse. Is there a way to connect the customer orders with one shipment?By this I don't mean the consolidated shipment, i would like to have one shipment with 5 customer oders each from an othe customer but all for the same delivery adress. Thanks to everyone!Hannah

Dears,We need to update part price in 3000 customer orders.we  done of update the part price in service contract and customer agreement before.and now I need to update COs.is there a way to update customer orders by migration job?Thanks.

Hi All,The below functionality In App 10 works only when user is connected to customer. Yet how we can use this on Cloud version ? How we can connect customer record to particular user ?

Hello, how can I cancel an order, there is no transaction behind. I got an error mesg below when try to cancel:Thanks“the requisition has been already removed by another user”

I have a message queue  where I receive XML-files.The files are very large so it take a while to process. Sometimes it happens that it times out and the Error message is:Even if the message is failed due to this error message it creates up allocations.Then the same Application Message Id is retrying serveral times during the day. This issue causing identical allocations.I want the error application message to stay as failed and not being processed again.Have anyone experienced this before?Thanks

What happens in IFS 10 for a customer that has no credit limit specified, as well as no credit limit on the company level. We are finding after moving to 10 that our customers are being credit blocked when they don’t have a limit set. We went up the chain and found that company doesn’t either. Would this mean that those customers are credit blocked in IFS 10 but not IFS 9?  Thanks

Hi,Can you let me know the possibility of converting a package part to a sales part? The customer wants to convert some of their package parts which now will be purchased and need to be registered as the sales part in the system.  Registering a new Sales part is not a solution for them as they expect to have a same part number. Currently, system is not allowed to register the same part number for the sales part as the entry has been already  created in a sales part tab when registering a package part. Thanks./Lasanthi