Distribution (CRM, Commerce)

Phone No. for the below contact is not showing in the panel even though it exists in the Comm Method on Person screen - Also note that even though the person record is Protected, it still has an address identity with work as the address type that is linked to the comm methods.   

Hi, We have following pricing setup.Discount method = Single discount Pricelist part based with discount connected via customer price group with customer Customer agreement for same customer with deal per sales group Part from pricelist is also part of connected sales group Different discount (higher) compared to price list When i enter customer order, the price and discount from the price list is always taken into account. But the customer is entitled to the discount from the customer contract which is higher. Customer agreement  is not considered.If i delete the line in customer agreement "Deal per sales group" and enter a line in "Deal per part" and then enter a new customer order, the price is taken from the line of customer agreement with desired discount.How does "Deal per sales group" is takeing into account from customer agreement? I have not found anything in “IFS Cloud Documentation”. We use 23R1 SU6.Thank you for your feedback.Beat

Hello,We are using IFS Aurena.For many of our Accounts CRM or Opportunities, we have 1 Main Representative and 1 or more additional representatives.Could you please show me a way of displaying the list of Opportunities - or Accounts - where I am identified as the Main Representative or simply as a Representative (not being the main)?So far I only managed to find a way of listing Opportunities - or Account - where I am identified as the Main Representative.Thanks a lot

We edited the communication method for below contact via the panel -   However, in IFS incorrect contact (linked to a different email) got updated. See below -   

And Hello,How does group credit control work when the supply code of customer order line is “Int Pruch Order” ?The customer configuaration is as follows :And my customer order lines,How the line is blocked at the supplier site / company ? Thanks

Currently when I click on the call icon in the panel, I automatically get navigated to the new Teams -  When I select “Not right now”, the call doesn’t go through -  Is there a way I can stop this prompt for switching to new Teams and use the old Teams to make the call?

I have a Business oportunity and I have created a sales process template but I don’t understand how I can connect the sales process to a business oportunity. I don’t have this option

I am seeing an issue when I create a Customer Order / add lines through ‘Quick Customer Order registration’ One user gets a message ‘Resource Not Found’ when adding multiple lines (+5).This is only identified by one user - there is no issue for other users. We have checked permissions and they are identical.  Are there any suggestions on a fix? 

Hello,In IFS Aurena, it is possible to edit a list of Leads directly from the Customer Relationship Management/Leads Pages. See below :However, it does not seem possible in the same page for Opportuinities or Accounts CRM, see below:View from Customer Relationship Management/AccountsView from Customer Relationship Management/Business OpportunitiesIs there a way to activate this “edit” fonctionnality both for Accounts and Opportunities ?Many thanks

Does anyone know what the function is for these two fields? 

What does the Address Type of Document do in IFS on specific address records when it is not marked as the default?

Hi,Can anyone provide a way to account royalty % or amount into sales price. Need to include this to customer order line Price. Thank You.

Where are the PDF files created for Print Manager? What server is creating the PDF that get printed? We have reports that are “Waiting” in Print manager and don’t process. Is the issue with the “Middleware” server or Print Agent server that runs Crystal web services? Are PDFs physically created before they print? We continue to have interruptions in printing and I am trying to figure out where it is failing. I try “Restarting” the jobs but nothing happens. Could Antivirus/Microsoft Defender cause an them not to print?Jobs stop once or twice a week at different times and the only way to get the jobs printing is to restart the print server.We are on APPS10 UPD11 IEE.Can someone help?  

1) How it is possible to report directly to the EU - is this true application in MS Teams called "IFS Cloud sustainability"?2) this application is only for IFS cloud, how is it possible to report in application 10?3)  which of the topics of ESG areas (Environmental issues, Social issues, Governance issues) are suported in IFS nd how can we use it?  

Entered some values in the CRM Panel while creating a BO LIKE  prob% and opportunity type and when clicking save got an error message :  

Any idea what this means and how we can use “/” for searching?  

My customer is noticing inconsistent behavior when converting from a purchase requisition line to PO vs converting from an approved RFQ to a PO. when the PO is authorized and all changes to the PO must be via Change Order.If you try to convert to a Purchase Order from a requisition, the PO is never listed because change orders are turned on. For whatever reason, when converting an approved Quotation, the PO is available to select but we get an error that reads:“New lines cannot be entered when the order has been authorized and when the Allow Changes to Order Option is not set to Within Order Amount.”It would seem the option to select the PO as an option for adding the RFQ line would not be available if the line is not available from a requisition.Please advise.Julian White  

Is it possible to restrict access to notes on the Sales Configurator based on user security?  We would like to have two sets of notes.  The first set would be available to the sales force and our internal marketing group.  The second set would have more details, but only be viewable by our internal marketing group.

Hi I need to restrict the length of Address1 to 30 characters due to restriction when passing data to myTNT. I think this is possible by editing the address layout per country but cant find where. Address Presentation windows just changes the display size of the fields in the address popup but doesn’t change how many characters can be entered. The Address Setup per Country window also doesnt seem to offer this facility. Is it possibe? Many thanks!

Hi All There is some quite strange functionality in IFS Sales Quotations where the Quotation Date is only populated when you Release a quotation AND Print it (to screen or printer). It is very strange that it doesn’t have the same functionality when you Email it (without print previewing). Is this the same for everyone else, or is it an issue/bug in our version (22.2.8)? Thanks

Hi,IFS Cloud 21R2 SU 2. I am looking for the procedure to install Demand Planner client and server for IFS Cloud 21R2.ThanksUma

  Is there a possibility  split the charge on a material line between two different accounts.  For example, we need to charge 50% to a warranty account and 50% to the customer. , please can you assist.

Hi, I’ve found in the standard lobby the information about the leads created per month but i don’t find the same for accounts and contacts. Does this exist ? If not, is it complicate to create it ? (I’m a beginner in lobby in IFS)Regards,Pierrick

Hello,I need your help please to better understand the RMA process: 1- I have a customer order line with discount that is invoiced.2-  I have created the RMA from the customer order line: The price showing on the RMA line is full price not including the discount.3- I have created a credit invoice from the RMA line: the credit also showing the full price not including the discount. My question is: should the RMA line retreive the price including the discount from the order line? Or we need to add the discount manually when we create the credit invoice? Thank you! 

The CRM Panel Add-On is currently unavailable for emails downloaded from or attached to IFS.Can we include the CRM Panel Add-On such emails?