Distribution (CRM, Commerce)

YashodGDo Gooder (Partner)

Supplier Relationship is missing on CRM Info

In apps 10, there is a supplier relationship field under the CRM info of the customer window, which means the customer is registered as a supplier as well. But this is not available in Cloud and not even in the ‘ACCOUNT - CRM” window. Any reason for this or is there any other way in cloud this is addressed?

262

1 month ago

BorisDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Object ID or "Superior SM Object ID" in Lead or Business Opportunity

Hi all, In the Customer Order Line (COL), it’s possible to link Sales Parts to a “Superior SM Object ID.” With the correct setup, the serial structure of the related part is automatically created in the “Objects” database upon delivery.We require a similar connection for Leads, Business Opportunity Headers, and Business Opportunity Lines to a “Superior SM Object ID.” Ideally, the “Superior SM Object ID” would transfer to the Business Opportunity when a Lead is converted or from Business Opportunity Lines to Customer Order Lines.Are there any plans to enhance the Lead and Business Opportunity functionalities to support these features? This information is essential for tracking which production line (superior SM object) will be served by our equipment.

190

1 month ago

ZinTDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

close opportunities with migration job

Hi i am trying to close some opportunities with a migration job but i get an error : ORA-20115: BusinessOpportunity.The "Business Opportunity" has already been removed by another user.help please 🙏Regards.

130

1 month ago

PRODQSuperhero (Customer)

asked in Distribution (CRM, Commerce)

Zoom to Basic Data

Is there a quick way (now that F9/Zoom isn’t an option) to identify where Basic Data for each Dropdown lives? For example, if I needed to set up a new Shipment Type where would I do this? What would the view be under in the Navigator? If I type in ‘Shipment’ there are at least 50 entries. How would I which to choose? Is there any logic to help? Is it always TOPIC Basic Data or Basic Data TOPIC? Is there a debug/page info clue? Any assistance gratefully received.

627

1 month ago

Karim.katif5Do Gooder (Partner)

asked in Distribution (CRM, Commerce)

BPA(WORKFLOW) for Adding Default Language and Country in CRM Companion Mobile with Projection

Hello, I am currently working with the IFSCRMCompanion mobile app and would like to implement a BPA that sets default values for language and country(France) when adding a Lead.As an example, I have added a BPA by specifying the projection name and the screen function to add a Lead. However, the BPA does not seem to trigger as expected. The BPA works correctly in IFS Cloud using the same projections and calls. However, it does not seem to trigger on the mobile app, even though the setup is the same. Could you please provide guidance on how to properly configure or troubleshoot this BPA to ensure it activates on the mobile app? Thank you in advance for your support. Best regards,BPA WORKFLOWIFS CLOUDAPP MOBILERegards,

271

1 month ago

AccHarprSDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

Supersede agreement on Customer Agreement

What is the use of Supersede agreement on customer agreement? Can somebody explain this.

111

1 month ago

Karim.katif5Do Gooder (Partner)

asked in Distribution (CRM, Commerce)

Use Bpa for CRM Outlook panel

Hello,Can we use bpa to set by default language/Country when we create a new prospect for example ?if it's the case can you please tell us how we proceed ?Regards,

120

1 month ago

Karim.katif5Do Gooder (Partner)

asked in Distribution (CRM, Commerce)

BPA(WORKFLOW) for Adding Default Language and Country in CRM Companion Mobile using Projection

180

1 month ago

Hashane BolonneSidekick (Employee)

asked in Distribution (CRM, Commerce)

Error in RMA

When trying to receive the Inventory Parts for a Return material authorizations which had the Customer Order Supply Code "Int Purch Order" and "Purch Order Trans", I receive an Error "Inventory Part in Stock does not exist."This error only occurs when trying to Receive using the Receive Parts against Order Deliveries. This error should not occur as there was a Customer Order that previously processed and delivered for the same location that I am trying to return it back to.

1313

1 month ago

Karim.katif5Do Gooder (Partner)

asked in Distribution (CRM, Commerce)

Use Bpa for CRM Outlook PANEL

Hello,can we use bpa to set by default language/Country when we create a new prospect for example ? if it's the case can you please tell us how we proceed ?Regards,

200

1 month ago

Karim.katif5Do Gooder (Partner)

asked in Distribution (CRM, Commerce)

BPA(WORKFLOW) for Adding Default Language and Country in CRM Companion Mobile - Update Issue

Hi everyone,I’ve recently created a BPA (Business Process Automation) that allows for automatically adding the default language and country to CRM Companion Mobile accounts. However, when I attempt to update the account with these details, I receive the following error message:Has anyone encountered a similar issue, or do you have any suggestions on how to resolve this? Any advice would be greatly appreciated.Thank you for your help!Best regards,

383

1 month ago

Karim.katif5Do Gooder (Partner)

asked in Distribution (CRM, Commerce)

Made field not mandatory CRM Panel (Outlook)

Hello,First question : ifs it's possible to modify fields to make it not mandatory in crm panel, for example : make languge not mandatory when create a new prospect. if it's the case can you please tell us how we proceed ?Second question: can we use bpa to set by default language/Country when we create a new prospect for example ? if it's the case can you please tell us how we proceed ?Thank youRegards.

191

1 month ago

TERSIMNDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Standard page as a tab in Business Opportunity

Hi I am trying to add ‘Document Folder Navigator’ as a ‘Tab’ in Business Opportunity in IFS Cloud. We are currently upgrading from Apps 10 where we have this setup: I am trying to replicate this in IFS Cloud, but Document Folder Navigator in Cloud contains a ‘Tree’ which i cant duplicate or insert into a Tab in the Page Designer. Does anyone have any experience with this? Is it possible to insert a full standard IFS page into a Tab in cloud? //Simon

260

1 month ago

K4uLinalMSidekick (Partner)

asked in Distribution (CRM, Commerce)

How can I find in which invoice my serial part was invoiced

Hello, I can't figure out on which invoice my serial part was invoiced. I have an order line with 40 parts, I have invoiced 20 on an invoice A and 20 on a invoice B. I can't figure out if my serial part X was invoiced on the first or second invoice.I can't find a screen that contains both informations. IFS, on the other hand, manages to find this information, as it's on the standard edition. Could you please help me?Best regards, Lina

211

2 months ago

Karim.katif5Do Gooder (Partner)

asked in Distribution (CRM, Commerce)

BPA(workflow) Default Values Not Applying in CRM Companion Mobile App

Hello,I’ve created a BPA (WORKFLOWS) in IFS Cloud to automatically set default values for the "Defalult Language" and "Country" fields when adding a Lead in the CRM module. This works correctly in IFS CLOUD version. However, in the CRM Companion mobile app, the default values are not applied when adding a Lead.I have also ensured that all necessary permissions are in place for the BPA to function, but the issue persists in the mobile environment.Attached, you’ll find screenshots from both the IFS Cloud and the mobile app for your reference.Has anyone experienced something similar or knows why the BPA changes might not be reflected in the CRM Companion mobile app?Any help or guidance would be greatly appreciated!Thank you!

391

2 months ago

Karim.katif5Do Gooder (Partner)

asked in Distribution (CRM, Commerce)

CRM Outlook panel not shown

Dear IFS Support Team,I’m reaching out to report an issue with the IFS CRM Outlook integration. The CRM panel is not visible in Outlook, and I’m unable to use the expected features linked with it.Could you please assist in resolving this issue or provide guidance on what might be causing the CRM panel not to appear?Thank you in advance for your support.Best regards,

482

2 months ago

dlyon6Do Gooder (Customer)

asked in Distribution (CRM, Commerce)

ifs apps 10 return material line not received or scrapped

we have several old RMA lines that we never received or scrapped, but we gave Credit invoices for. These RMA’s are still showing that they are RELEASED. Is there any way to complete the RMA without receiving or scrapping the parts? Dave

301

2 months ago

BUSSI_CDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Disable Add Button on customer info list

Hi Community,We search how to disable “add” button on customer info list but enable it on customer info form. Do you know how to do this ?

522

2 months ago

ANISTODo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Resource not found

Hi Community,For internal users, when we try to check the flag Customer Contact or add Country to a Person ID, message occurs “Resource not found”. Even if Resource exists.This change is possible in App10. What can we do? Is it a bug in IFS Cloud (24.1.4)?

420

2 months ago

ryynooos2Do Gooder (Customer)

asked in Distribution (CRM, Commerce)

Help with refill at remote whse

Hello All, Here is my situation. I have a customer on Apps10 that has multiple remote locations (field reps) that hold fixed amounts of inventory, that need to be replenished frequently. The replenishment inventory comes from an FGI warehouse onsite. The customer services people use a spreadsheet to determine if a replenishment is required and then create transport tasks manually.I know that the easiest and simplest way to create is to use Kanban, however this customer does not own Kanban so we are trying to use Remote warehouses with replenishment via Putaway zones. The crazy thing is as I’ve tried things here and there I have gotten things to work on some parts but not others, and I can’t seem to find how I got it to work.I’ve included all my setup below, thanks in advance for any help:

201

2 months ago

dsjSuperhero (Partner)

asked in Distribution (CRM, Commerce)

WMS Integration in IFS Cloud

Hi All,What’s the best practice in IFS cloud to integrate with WMS? Is there recommended integration projections that we can use?In pervious versions, we were using WMSINT that contain 6 messages to make the integration work between IFS and a WMS work. We would like to know which projections can be used as replacements for this?More information on WMSINT can be found in this topicWMS Integration | IFS Community

2475

2 months ago

Hashane BolonneSidekick (Employee)

asked in Distribution (CRM, Commerce)

Background job failing when resending the invoice

Steps followed Sales >Invoicing>Customer InvoiceSales >Invoicing>Customer InvoiceSelecting Resend invoice option Background job fails with the below message

190

2 months ago

EwaADo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Receive from transport

'Receive from transport' error. The customer entered two incorrect receipts (wrong quantity and price). He then introduced the correct admission. Stock value averaged. I need to reverse the incorrect receipts with the correct valuation. Please help

140

2 months ago

alackasSidekick (Customer)

asked in Distribution (CRM, Commerce)

Looking for the rest api to get customer price

In applications 10 I have soap capabilities to retrieve the customer price for an item. I am looking for the Rest function that I can pass a customer, currency, part list and retrieve the price for the customer.

100

2 months ago

PIrelandSidekick (Employee)

asked in Distribution (CRM, Commerce)

Prevent customer invoice if PO amount is exceeded

I have a customer order for which I have a matching Purchase Order from my customer. This CO will take output from the sales from a WO and is not limited to the lines that are on the CO. Does IFS have functionality that will block the invoice if it exceeds the customer’s PO amount?Thank youPatrick

120

2 months ago

Page 2 / 49

Distribution (CRM, Commerce)

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