Distribution (CRM, Commerce)

When adding a view to a custom field, an error pops up when synchronizing.The customer follows the below steps.Create read only custom field for Purchase Order Lines Select statement using arguments order_no,line_no,release_noSELECT MAX(ifsapp.receipt_info.arrival_date) FROM ifsapp.receipt_info WHERE ifsapp.receipt_info.source_ref1 = :ORDER_NO AND ifsapp.receipt_info.source_ref2 = :LINE_NO AND ifsapp.receipt_info.source_ref3 = :RELEASE_NOData type of custom field: Date and format: Date Click on detailed views and add receipt_info_alt Approve and publish/synchroinze  Synchronize and it errors.

Hi All  What is the basic data setup for Inter-Company order flow ? Any document to follow ?

We are using Apps10 Aurena and we have successfully installed CRM Panel into Outlook for one user to carry out tests but it is not installing successfully on my machine.I am able to install the Add-in and it is showing as installed in 365 but it is not showing in my Outlook client.I am on the same version of Outlook as my colleague where it has worked, I’m using the same XML file too.Has anyone else had trouble with this? Are we missing something?

This is more a general Aurena question than Distribution, but it has to do with the Customer Order page specifically.  Attempting to set a Subscription on a particular order, the Status field is not an available selection - which would be the most commonly used purpose for a subscription, yet fields like Site, Currency, Order Number, Order Type are all listed as possible selections - yet those are fields that can never change on an order. It also doesn’t have our custom fields in the list.  Can they be added or can the projection configuration be changed to select or exclude items in the list? Is the Subscription process really this poorly designed or am I missing something to configure it better so it can be used effectively?  In its current state, it is pretty useless for the things users would want to see.

Hi, One of our existing customers have changed their name and keeping the same org number. This is an old customer with many transactions (projects, invoices etc).I dont know the best way of doing this, change name or add a new customer Id? Will it cause problems with old transactions if we take the easy way and change the name?

Hello,running this window: Access → All (after searching for any business activity) causes a complete IFS system freeze.It refers to the view rm_acc_priv_all. Executing an SQL query that counts the rows in this view takes almost 40 minutes for me (select count(*) from rm_acc_priv_all).Is there any way to fix this issue? Best regardsMartinator

Hi, we are using IFS App10.It happens that some sales prices need to be changed at the stage of registration of the order. The customer order is then in the PLANNED status. We noticed that a change in the sales prices - prior to RELEASE of that order -  had the effect of feeding the CustomerOrder>History tab with the mention "Released" whereas the status in the header remains well in "Planned". We find that confusing. Is this an IFS bug?    

We are using IFS Cloud 23R1.  We have a customization that looks at the Business Opportunity Revision and performs a function based on the Active revision.  If the user forgets to select the Obsolete slider when creating the new revision and has two or more Active revisions, the custom action can’t perform the action. I don’t see a way to change the revision to Obsolete after it has been saved.  Has anyone else come across this problem?  Has anyone created a custom action to change the status of a revision?  

Product Version: 22.2.9When require to create a new Enum custom field on standard entity IFS (SupplierInfoGeneral, Salespart or PurchasePart), can't pass to the next step the "next button" and "Finish Button" are not available, the spinner spins indefinitely. 

Hi Community,How to link Dialpad app to IFS CRM.The Dialpad app is a mobile phone app, which can be used to record phone conversations (data only) you have with a prospective customers/client. We are hoping to utilize the app so that the recorded data can be transfer to IFS CRM. The challenge is how do we will link the Dialpad app to IFS CRM.Any insight on this we be super appreciated.ThanksScreenshot of the Dialpad App 

Hi,Is there anyway for a user to control the numbering of the lines under Line No in Customer Order Lines in the Cloud?  At time of entry, the user can populate the Line No and Del No, but once they save the lines, IFS takes over and the lines are put into a different sequence.Thanks,Jo

Do we know, Pick by choice extended to functions other than Customer order and Shop Order. Functions like MR / MMR / Transport task etc.

We are using Apps 9.ScenarioWe have a customer order line connected to a negative charge line. The customer order line has two staged billing lines. An invoice was created for one of the staged billing lines. That invoice includes the negative charge line. The customer order line has been reserved and picked.IssueWhen trying to deliver the customer order line, we receive a message that Negative amounts are not allowed.Does anyone have any suggestions as to how to deliver this line? We are unable to disconnect the negative charge line from the customer order line because the order line has been partially invoiced. Or, does anyone have any suggested work arounds to resolve? Thank you!

Is it possible to mass update customer order lines Discount percent? The update would only be on open orders. Some orders we need to add a discount % but some custmers have 1500 open orders. Any suggestions?  

Below is a question raised by a customer. Is there a setting in Manual pegging that we do not have access to that would allow IFS Users to peg parts moving on a transport task?  Right now the only option is to peg to a customer order.

We have a 3rd party configurator that creates sales quotes from manufacturing site for sales site with one configured part with a price and more not configured parts with price 0. The structure is necessary to create a DOP order.Does anyone have experience / ideas how to create a purchase order out of this in the purchasing sales site? One line with the total purchase price would be fine.Thank you for any feedback!Regards Martina

Hello,We are using IFS Cloud 23R1.  Is there a way to change what the user sees in the address fields without clicking on Find?  We are trying to make address selection more efficient and user friendly.    

  We have a customer order that has a Price Curr and Price Base showing the same price, which for us is normal. On the same order line, the Source Price Curr is lower. When the invoicing was processed on this order line, the price that was used was the Price Curr / Price Base. Looking at the detail history for the line item in question, does not show any changes in the price. It seems like the SALES PART may have had the correct lower price at the order creation time, but I cant verify that, since I cant see any price change history in Sales Part.  Is there a way to see a price change history in sales part?  Thanks DAVE 

Hello Community;I have a client in Cloud 22r2, we are unable to do volumetric putaway, as when parts are attached to handling units,  IFS does not recognize the revised volume of the handling unit.  The handling unit type has additive volume = “Yes”, and the part dimension information is included in Storage Requirements.The client does not have consistent bin sizes, and I would rather not set up storage zones for the different bin heights.  Is this something on the radar screen being corrected?  Is there a workaround in the mean time?  

Using IFS 9 Update 14Our shipping department wants to store customs brokerage information in IFS.There is a Customs section: Application Base Setup - Enterprise - Customs but, it seems very spartan, as does the help for the page.The brokerage info is related to each Customer. Not sure how to relate this info to a Customer. Not sure where the Customs ID items appear in the other forms for selection.Any help from the community on how to use the Customs data or links to documentation would be appreciated.

We are on IFSAPP9.  Sometimes we manufacture less than a customer orders, but have a policy that we can ship what was manufactured if it is over/under the quantity ordered by 10% or less. Is there an Over/Under I can set on a customer order so that when we short ship or over ship, the Customer Order automatically closes & sets the status to Invoiced/Closed?We are upgrading to IFSAPP10 in May, so if there is nothing available like this in IFSAPP9, is there in IFSAPP10? If not, what would be best practice for closing a Customer Order with a short ship?

We have agreements with some of the customers and sub contractors we are working with for some of the services we deliver with regards to the payments they owe us [We don’t use Customer Agreement functionality in IFS yet and in App9] Invoce 1: There’s a down payment for € 1,000 + 19% VAT - When the CO is released, this has to be settled by the Custmer  Invoice 2: At an agreed milestone with the cutomer [Note that the customer retains 10% contractual withholding cost of € 2,200]    Invoice 3: At another milestone of delivering more quantities of the 2 services [Note that the quantities here are cumulative, so is the 10% Contractual Performance Withholding retention by the customer which makes the total retention is € 6,750 only at this point by the customer

Hi,Can anyone share current examples on how a IFS Cloud B2B/B2C Customer Portal looks like? Did you have IFS or an IFS consultant help you set it up? We would like tot start with some basic configured products. Thanks!

Is there any other way to undo a pre-ship delivery note used in the two-stage picking process, other than adding a new line to the customer order and picking, which then invalidates the current pre-ship delivery note? 

When adding several lines to Customer Consignment stock and creating a refill order, why is it not possible to add all lines to the same customer order if Customer, address id, Coordinator and Order type are the same? the system creates a new customer order for each line/part. There is a tick box saying: “Show Open Co Lines”  but only works if specific sales part exists on an open CO, but still not possible to add different parts to an existing open Customer Order.   What is IFS process or thoughts about how to handle customer consignment stock. We are today using IFS appl. 10 but we are upgrading to IFS Cloud. I can’t find any news in the cloud environment. Does anyone know?BRAnna