Distribution (CRM, Commerce)

1190 Topics

SONIDo Gooder

Customer order charges screen in IFS Aurena

Hi, Can someone please suggest me whether the field ‘’order status’’ is not enabled as a search field in Customer order charges screen in IFS AURENA?I can see that we can search with order status in IFS IEE however in IFS AURENA we cannot enter anything in order status field in order to search in customer order charges screen.Kindly suggest me guys…Thank you!! Best regardsSoni

511

1 year ago

Andy HaminarivoDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

Where the customer hierarchy ID is linked to the sales rates?

HelloI would like the child customer to inherit the parent customer's rates. Where the customer hierarchy ID is linked to the sales rates?Thank you

1581

1 year ago

craryitSidekick (Customer)

asked in Distribution (CRM, Commerce)

Apps 10 Error When Using F3 Search

1741

1 year ago

CanDo Gooder (Employee)

asked in Distribution (CRM, Commerce)

Customer Order Confirmation Address / Customer Invoice Address and different E-Mail email recipient

Hi, In IFS Standard, the Document Address is using for Customer Order Confirmation and Customer Invoice.Some Customers needs a Solution to have the opportunity Customer Order Conformation Address is different as the Customer Invoice Address.Anyone map this requirement in IFS-Standard, if yes how? For sending Customer Order Confirmation the reference field in Customer order is using. When the Customer Invoice is created the reference is copied from Customer Order to Customer Invoice. In case of the Customer Invoice should be send automatically to different email address as the Customer Order Confirmation Email Address, how this can be mapped in IFS-Standard? Many thanks. BRCan

2453

1 year ago

EDCLISASidekick (Customer)

asked in Distribution (CRM, Commerce)

Copy Customer Order Lines to a Sales Quotation

Is there a way to copy customer roder lines to a sales quotation?

871

1 year ago

EDCLISASidekick (Customer)

asked in Distribution (CRM, Commerce)

Customer Order not to be considered in Credit Check

Is there a way to put a customer order in that is not considered in the credit amount?

743

1 year ago

tiagoalsimaoDo Gooder

asked in Distribution (CRM, Commerce)

Paste Excel table into IFS

Hi, Me and all my work colleagues have started using IFS, and we all are struggling do simple tasks like pasting tables from Excel. My problem is the following:We need to create multiple Quotations Lines in Sales\Quotation\Sales Quotation. And some quotations can have more than 50 quotation lines.Now the problem is that IFS doesn’t seem to allow a simple copy/paste from an excel table (which we get from clients). Therefore, we need to fill all Quotations Lines cell by cell, row by row, for every single cell that is on this table (Qty, items requested, items proposed, dicounts, and more). Even the line numbers must inserted manually... As you can guess, this has been extremely frustrating experience, and a huge step back in efficiency, as before thinks were running smoothly. I’ve done some research and found topics in the forum about:Copy/Paste Object: However, this needs only possible to use from an existing Quotation. File template: Could be an option, but I’m not sure it can/should

15134

1 year ago

TKGJARKKSEDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

How to receive Txt to be printed in Customer Documents from Incoming Order Message

We are using Incoming Customer Order Messages for receiving Customer Orders from External Customers. We need to have texts received from Customer that should be printed in Order Confirmation line, Delivery Note line and Customer Invoice line. Such as customers project numbers and other references. There is an option to Receive Line notes, but they are not printed anywhere. So basically, we should be able to receive Document Texts with some default Output Types. Is there any solution for this? I cannot see any option to receive anything that would be printed on documents via Incoming Order Message. WE have IFS App10 Upd15

1836

1 year ago

chajashHero (Customer)

asked in Distribution (CRM, Commerce)

Activating a Campaign

I have created a Campaign in our TEST Environment but do not have the RMB to Activate.I only have ‘Close’ as an optionI do have a part, site, and customer set up for this campaign. As well as a sales promotion.Also I have tried with a coordinator instead of *, but I am still unable to activate the promotion so that I can test it.

861

1 year ago

Darshana BandaraDo Gooder

asked in Distribution (CRM, Commerce)

Customer Consignment Stock return

When we deliver a sales part to a consignment registered customer and if the customer returns the items without consuming them, the system doesn’t allow the user to receive an RMA without consuming the items first. Could we know whether there is any workaround solution for this in the IFS system? (Return the items to the stock without consuming them). Consuming the sock before returns create additional entries in the system. For customer consignment-related inventory balance, is there a way to segregate the balance on the financial accounts (inventory account) using customer location? (With Control types). The requirement is to view the inventory balance segregated as normal inventory and consignment inventory.

2934

1 year ago

junkoSidekick (Employee)

asked in Distribution (CRM, Commerce)

What is 'sExtTaxCalcMethod' in Customer Order Lines?

Hi, Please let me know the complete name of “sExtTaxCalcMethod” in Customer Order Lines - Search window. Doesn’t it need to translate? Best regards,Junko

353

1 year ago

jamie.malangyaonHero (Customer)

asked in Distribution (CRM, Commerce)

Aurena - Some fields do not stay in the Search Header after signing in and out

In Aurena’s search header, we have a field for “City” and “Name” in our Customer - CRM form page. I checked both fields and they are not custom fields.I noticed that when we add “City” as a search field from the “More” drop down menu, the field will stay in the header after I have logged out then back in.When I add “Name” as a search field from the “More” drop down menu, the field does not stay in the header after I have logged out then back in.Is Aurena supposed to keep the user’s chosen fields in the search header after they have logged in and out (without using the saved search option)?

652

1 year ago

AshDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Active separate already exist error on creating work order

Active separate already exist error on creating work orderplease help me to resolve this problem .index not assign next number to work order

723

1 year ago

EqAbAl

asked in Distribution (CRM, Commerce)

Aurena, how to add color themes?

Can I create a color theme for Aurena, next to the available choices listed above? this can be valuable for indicating different environments (PROD/TEST) and just fun to customize the color scheme to your (client’s) company color scheme

4634

1 year ago

AsankaGaruHero (Partner)

asked in Distribution (CRM, Commerce)

Selling through Amazon FBA

Hi,I would like to know if any of you have implemented a solution for Amazon FBA. Solution I think of includesmimicking Amazon warehouse for our stock using a virtual warehouse with one location. Creating COs to Amazon (treating Amazon as the customer buying from the virtual warehouse, not actual customers) based on Amazon sales records provided daily Invoicing based on daily records Replenishing stock in Amazon warehouse using stock in standard warehouse. Issues in the solutionhow Amazon charges which appear in their records in to sales orders created, to see the actual cost of the sale when a logistic provider is used to move stock from our premise to Amazon, creating POs for the logistic provider Integrating to logistic providers pricing for the service Amazon bears the tax for sales up to some amount (e.g. up to 150 GBP) and for those orders, there is no tax to be used. But beyond some point, the tax needs to be added to sales orders. etc.It would be great to hear about any experie

1002

1 year ago

hlhasangaDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Data Warehouse

Does anyone has experience in setting up a data warehouse in an IFS environment ?

12305

1 year ago

Kelvin RobinsonDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

Sales Campaign - Cheapest Item Free

Hi,Has anybody looked into IFS Sales Campaigns and a way to configure the following scenario:A Sales Campaign to buy 3 products from an assortment and get the cheapest free.IFS does not seem to handle this out of the box. I am sure this could be done with a customization however I am keen to find out if IFS plan to enhance the current Sales Campaigns functionality in future releases.RegardsKelvin

2673

1 year ago

OzenDo Gooder

asked in Distribution (CRM, Commerce)

Changing Shipment Status

Hello, i have a shipment which status is closed. I would like to re-open it and connect new lines.How can i get it ?Thank you.

1952

1 year ago

Bernadeta WoszczynaDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Price in part based tab changes after keying in rounding factor

Hi,When we key in rounding factor to existing records in price list (part based tab) the price is changed to Calculated sales price (The sales price calculated from the base price). Is there any reason for that or is it a bug?Best regards,Bernadeta

451

1 year ago

Anupa ArachchigeSidekick (Employee)

asked in Distribution (CRM, Commerce)

Part inspection check box and impacted PO's when checked/unchecked

Below is a question raised by a customer.If there is any way that when the inspection checkbox is removed from a part that this applies to all outstanding PO’s that were created when the check box was active?Also can this be done in reverse whereby when the inspection checkbox is selected that it shows on PO’s for that po that have already been created?

303

1 year ago

craryitSidekick (Customer)

asked in Distribution (CRM, Commerce)

IFS 10 Discounts

We swapped over to IFS 10 and are having an issue with our website orders. It seems that they are coming in now with a G type. Shortly after, another discount is added from our app owner account. The second discount is expected. The first one is not. Any ideas on where this could be coming from?

522

1 year ago

HimanshuDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Miscellaneous Resource Allocation results error in dispatch console

Hi Team, I have done the miscellaneous resource allocation. But when I go dispatch console we are getting below error.can Any one help me ?

340

1 year ago

CanDo Gooder (Employee)

asked in Distribution (CRM, Commerce)

Field Freight Free Field in Customer Order / Order Lines

Hi, A customer would like to know the purpose of this field:The help is not clear for me: Does anyone know more about this field, e. g. is it possible to control if the freight cost should be invoiced or not? Many thanks. BR Can

1531

1 year ago

chajashHero (Customer)

asked in Distribution (CRM, Commerce)

Can the Field "Adjust to Schedule" be defaulted to checked?

On Work Task > Allocate Resource there is a field “Adjust to Schedule”My team is asking if this can be defaulted to be checked.Is there an easy way to do this?

791

1 year ago

ImankaSidekick (Customer)

asked in Distribution (CRM, Commerce)

Incoming Dispatch Advices have been stuck in 'Accepted' status.

Incoming Dispatch Advices have been stuck in 'Accepted' status. I want them to proceed to Transferred state. Could you please guess issue here? Thanks,Imanka

681

1 year ago

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Distribution (CRM, Commerce)

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