Distribution (CRM, Commerce)

Hi Community, I have a Customer Order with: A customer order line A charge line connected to the COLThe customer order line is connected to a project activity.In the project activity:The customer order line amount is displayed in the planned revenue The charge line amount is not displayed in the planned revenueSo, on my activity, my planned revenue is not complete.It should be: COL amount + COL charge amount. Is it possible to set up the system to achieve this?

The available documentation does not provide step‑by‑step instructions for editing a Case's time stamp or changing the case owner after a case has been reopened in error.   How can this be accomplished?  In Shop Floor Clockings you can correct this data for manufacturing reporting.  Is there a similar area for Cases?

How to bulk edit Business Opportunities in IFS Cloud:Navigate to Business Opportunities and open Page Designer Under OpportunityOverviewPage, expand Content and select Business Opportunities list Scroll down to Opportunities List details and enable Crudactions Under Crudactions, enable EditAny updates made to Business Opportunities will update the Business Opportunity. However, you can skip sales process stages on Business Opportunities and the skipped stages will not close on Business Opportunity. I haven’t found a solution to this yet.

Hi Guys,Most IFS oriented by Company and site but when we talk about IFS CRM, it is only take COMPANY in consideration. Take BUSINESS OPPORTUNITY for example, right now we created a custom field SITE to deal with the situation, maybe is our understanding that is not good. Can anybody clarify why this?IFS Version: 25R2 SU5Thanks, Gianni Neves

Hi Community,Our integration service provider sends both the incoming Customer Order XML and the related PDF attachment to our IFS Reader separately. PDF name include Order reference.Is there any standard mechanism in IFS to import this PDF file and attach it within IFS, preferably to the corresponding incoming Customer Order, same as we do on incoming external supplier invoices ?Any lead is appreciated. 

We are starting to use service contracts (IFS 8) and some of our customers pay for one year in advance. Is there a way to have the service contract set up to show monthly the consumption of the prepaid dollars and then start charging when the year is used up?

It seems that you need an existing record in the Register Arrivals screen in order to select that line and then use the line-specific commands to Create the PO.  What if you’ve never created a PO for this PN?  In this case, when you search the Register Arrivals screen, there are no records and when there are not records, there is no line to select to enable the command to create PO. Thank youPatrick

Go to register arrivals and filter by "Source Ref Type" equal to "Return Material Authorization" and click search.Choose any one of them and click "Receive Parts against Order Deliveries". A pop up window appears and you can choose which material and quantity you want to return.It doesn't matter if you choose the quantity on the RMA or less than the quantity on the RMA, it give you the error shared below.  

Hi everyone,I’m trying to confirm two things about standard IFS functionality on Business Opportunities and Projects. ​​ Can a Business Opportunity be connected to or converted into a Project (in the Project Management Module)?  Does the Opportunity status matter? For example, can an Opportunity in Closed, Won, or Lost status still be converted to a Project, or does it need to be in a specific phase? note that I am using IFS cloud 25R2 V4 environment to test this out. If anyone can confirm whether this functionality exists in standard IFS (Apps 10 or Cloud), and under what conditions the command appears, I’d appreciate it.Thanks!Sachitha D

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

Per end user when creating an interim order for a configuration on a customer order line, they add a part number to the interim order but when release the customer order the added part does not transfer to the created shop order. Steps per user:step one create configuration in sales order step two create interim order step three Add a part to interim order and save step four Release sales order step five Access shop order and view the material tab

I found an On-Boarding element in the Account lobby view in Cloud, but I can’t find where to create the on-boarding process, nor find any more information here in the IFS Community or in the IFS documentation. Can someone explain how to get this in to use, and if there are any more documented information (product documentation) on the function?  

Using IFS Applications 9. We have a Sales Quotation in the “Released” status.  There is one quotation line, and that line was marked as “Won”.  Would this line status cause the Sales Quotation to be non-closable?  The option to close the quotation is greyed out in Enterprise Explorer.

Has anyone ever handled Sales Contract Penalties in IFS. If so, what did you use, standard forms or Customisations or a bit of both?We’re still on Apps10 and want to find some way to register them, so that we can add warning messages if pegged Shop Orders are delayed.I’ve looked at Project and Risk, but keep coming back to Sales Contracts as a place holder and a custom page to hold the various types of penalty and their potential cost.   It would also be good to know if this is available in the later versions of Cloud.

We would like to raise a formal product correction request regarding the Site Cluster/Structure page in IFS Cloud. The current client behavior does not support drag-and-drop repositioning of nodes and connected sites within the Site Cluster hierarchy, although this interaction pattern has been available in earlier IFS versions and is aligned with the expected maintenance behavior for hierarchical structures.This limitation has a direct operational impact on our customer, who performs frequent structural reorganizations of sites within existing Site Clusters as part of ongoing supply chain, distribution, and master data governance activities. Without drag-and-drop support, users are forced to rely on more manual and time-consuming maintenance steps to re-sequence or relocate nodes in the hierarchy, which reduces administrative efficiency, increases the risk of configuration errors, and negatively affects daily business operations.From a technical and usability perspective, this appears

The search bar in the view Business Opportunity Pipeline does not seem to work. None of the searchable cells have an impact on the kanbanboard and the visible kanbancards.  

Business Opportunity Pipeline (kanban view) has different type of customizations available, but I haven’t been able to find documentation on what actually is possible.Is there documentation on what customizations by default is able to create for the pipeline objects, such as the red triangle showing, or the green bar when the opportunity sales process has concluded? What other default visual functions are the for the canban objects? Is it for example possible color code objects which has stalled or has entered the piepline in the last week?

Hi,We are on Cloud 25.1.5.We are receiving the following error when returning inventory using RMA. This is a serialized part and connected to an object which is currently sitting in In Facility. What might be the cause for this error and what is the correct step to return objects back to inventory? Cheers

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? 

Business RequirementsThere is a business requirement to automatically allocate inventory in the order of "date of manufacture".The "date of receipt" is different from the "date of manufacture" to some extent, although the "date of receipt" is supposed to be received in the order of manufacture.We considered specifying "date of manufacture" for "expiration date," but since "date of manufacture" is basically a past date, it would result in inventory that cannot be used for allocation.I would like to know if there is any feasible way to do this.

Hi! We have over 25 000 Accounts in IFS. Is there an easy way, or any way, in IFS Cloud to search for accounts without connected objects such as sales quotations, orders, leads or business opportunities? An account clean-up is long overdue.

It is often the case in our industry, that the Business Opportunity starts with one customer, but the final product is purchased and delivered to another one. Or, that the customer want the Sales Order to be addressed to another of their companies/accounts. Our challenge now is, that we are not able to change the Account of the Business Opportunity, as the Sales Quotation is attached. It is neither possible to change the Account of the Sales Quotation, because that is attached to the Business Opportunity. The only option seems to be to cancel current Business Opportunity and Sales Quotation, and redo them to the new account. Which is a lot of work. Is there a go-around, how we can during the process change the Account connected to Business Opportunity after Sales Quotation has been created (preferable without losing information)?

We have found a scenario where when we try and move a handling unit, the contents become misaligned.we have discovered only happens when we are executing this functionality in French, when the UI is set to English the operation completes successfully.  Any clue what’s behind this scenario?

In the Business Opportunity sub-view References, the Sales Quotation table is showing cells Description and Reference2. We can’t find these original cells in Sales Quotation view. What are these References cells intended use?  

Does anyone have any recommendations for how to handle sale and redemption of Gift Vouchers?  Scenario is that a Customer (Head Office) buy vouchers from us for their staff to redeem for goods on sale via our website.  Head Office have an account with us.  Staff also have an account with us.  Head office purchase of vouchers needs to hit Deferred Revenue.  Payment for the Staff orders is then drawn from this balance.  Thinking something like Head Office being “Invoicing Customer” on Staff Customer account.  Not sure how we’d then handle Staff buying further items, extra to the voucher, on the same account.  Ideally wouldn’t want Staff to have to have two accounts.  Any creative solutions gratefully received!ThanksLinda