Distribution (CRM, Commerce)

Hello, I would like to automatically close a Business Opportunity when it expires (expiration date = today’s date). I wanted to do this via a Workflow, but sadly, you can’t schedule workflows to run daily, they have to be based off of a projection action or event action. I looked at scheduled database tasks, and I found the method Set_Closed for Business Opportunities, but sadly, the scheduled database task I set is not working. I have this set up so far:I added the “Expiration_date” parameter. Whenever this is run, I get this error: “ORA-20115: BusinessOpportunity.The "Business Opportunity" has already been removed by another user.”and no Business Opportunities close. Am I missing something? I’ve worked with some scheduled database tasks before that automatically create pick lists and reserve customer order i

Hi Team,In the purchase order window, what is the functional impact of entering the ‘account’ value on the Pre-posting header or line? It seems that ‘account’ for the double entry created under inventory transaction history is always fetched from posting control.Further, it was observed that pre-posting values entered other than the ‘account’ field are fetched for posting against IP1 transaction at invoicing stage.Thanks

Could someone please help me which component in IFS Cloud contains 'Order Management For Customers’

In India it is mandatory to have a delivery note when sending goods on roads. So I try to create a transport delivery note and got the below error.How can I get this set up ?P.S. Site 2000/Company 20 has Indian localization installed.  

I am wanting to understand why the business opportunity does not auto close when the attached sales quote was converted to an order and subsequently closed. Example: BO#1 → Converted to SQ#1 → Converted to CO#1 BO Status = Confirmed - why is this not closing?SQ Status = ClosedCO Status = Released

Hello,I would like to email or message a customer during certain things. I see this Message Groups section that I would like to have enabled for Business Opportunities and Sales Quotations. I’d like to send out follow up emails 7, 5, and 3 days before the expiration date, and then one once the Sales Quotation has expired. How do I do this? Workflows need to be triggered by projection actions or event actions, and events, to my knowledge, cannot be triggered based off of values of the fields it’s observing, only that once the field has been changes, it gets triggered.Does anyone know how I go about doing this?Thanks,Bryan  

Hello, I am looking for advice in how to handle permissions in CRM. Currently we have our Sales Reps set up with CRM Access and no update ability because we don’t want them to make changes at the Category = Customer Level. However this restrict them from making any changes at the Category = Prospect level which we do want. Is there a way to allow this within the CRM Access or are there any suggestions on how to grant this type of access to a group of users ? I feel like I am missing a small piece to connect it together. Any advice is appreciated Thank you 

I have things working correctly until I get to Supplier Material and Register Arrivals.  Here is what I’m trying to do and where the issues are.  Running App10 UPD9 This all works great.Create customer order on site 2 with Int Purch Dir to site 1.  System creates PO for site 1 Supplier Run Automatic Order Processing on site 2 System creates Customer Order for site 1 with Purch Order Dir System creates Purchase Requistion for site 1 to Supplier Release, authorize and convert to PO Requisition creates PO for site 1 for Supplier with ship address to original customer order on site 2.  This is a purchase part with structure Run Automatic Order Processing on site 1 and Purchase order is set to released status What does not workSupplier Material is not available to know what to ship to supplier Can’t receive the product (Register Arrivals is blank for PO)

Hi,A customer has an expiration date in the past. When we create a customer agreement, the customer doesn’t appear in the list of values.However, he can be entered manually. The customer agreement can be saved and activated without an error message appearing.When we are trying to create and save a customer order for the same customer, this error message appears: Why is this error message not displayed in a customer agreement with an expired customer?We are using IFS APPS10 UPD18. 

Recently implemented to IFS Apps 9.  Have orders being entered from our webstore.  Some of the orders are pegging the line items, but am unsure how to determine where.  They are Inventory parts, and pegged, but not to a Shop, Service or Work Order.  Can anyone point me to where we might determine where this order is pegged and unpeg it to continue to process.  We are unable to unpeg or cancel the line. Thanks 

When you try to undo a customer order delivery once the shipment is “Completed” e.g. ready to be invoiced, if a package part exists in any of the lines connected to the shipment, you get the below error: 

Hello We are finding that many of the slide-out screens are lacking fields meaning you can only do half what you want to do from the slide-out then go back to another screen to finish. E.g. If you want to set up a contact on a customer, you have to add the contact on the slide-out which only shows basic fields, then we have to go into the CRM section to complete the setup of the contact which isn’t efficient. We want to add a number of fields to the slide-outs to make things more efficient and user friendly. How can we achieve this? Thanks

Hello,There are a few built in lobbies that we currently use but I’m not sure if there are built in operational reports tied to these. If there aren’t Operational Reports, then how do we export the data from lobbies to something we can print off? Would we be able to export the data from custom made lobbies into reports? I know we can make quick reports using SQL but lobbies are much more user friendly, and we want users to generate reports without having users enter SQL. Even excel sheets would work for the output.Thanks,Bryan

Hello,I am looking into reporting for IFS Cloud. I have been through both operational and quick reports, but I was wondering if there is any other reporting we could try. We currently utilize lobbies and would like to have reports linked into lobbies, but with how straining quick reports are, and how limiting operational reports are, we were wondering if there is something a little more “user friendly” available.Any and all advise would be greatly appreciated.Thanks,Bryan

Hello,For the Order Confirmations for Customer Orders, the Fixed Freight amounts don’t appear on these forms. I have them accessible on Invoices but not on Confirmation of Customer Orders. The Delivery Term for fixed freight has the calculate freight charge set to yes, and the collect freight charge also set to yes. How do I get these to appear on this form? I’ve gone through the view via a quick sql report and there were no records of the fixed freight amount.Any and all advise would be greatly appreciated.Thanks,Bryan​​​​​​

On IFSApps9 We are trying to deliver an order line, but receiving the error Negative Amounts are not allowed. Our order does not have negative amounts. It’s a zero dollar order.2 order lines1 Qty 17, Net Amount/Base: 29817.65 2 Qty 2, Net Amount/Base: 34002 charge lines-29,817.65 - Invoiced -3400 - connected to Line 2, Del No. 1When trying to Deliver with Differences, we are receiving the error: Negative Amounts are not Allowed. Anyone able to provide me with where to look to find the negative amounts? Please help me find what we are missing.There are no discounts on any lines Line  does have a Staged Billing, but line 2 doesn’tTotal Gross incl Chrg/Curr:  0.00 We tried lowering the charge amount by 1 dollar - same error. 

How do we make the text box Find Page bigger in IFS Cloud ? We are using 22R2 version of IFS Cloud.  Any help would be highly appreciated 

Is there a way to have customer orders reserve from a specific location? Example:  site=123 has inventory locations -  walmart, REI, Amazon, Gander Mountain  When walmart customer enters an order we want the system to automatically reserve from walmart location. 

We have a Work Time Calendar in place for our Company Holidays and work schedule which is 4x10 hour days with every Friday off.  Can we implement another Work Time Calendar to be used for DME Component we are looking to utilize?  This new calendar would include Federal Holidays which are NOT recognized by our company.  I have not found any documentation about Work Time Calendars in the IFS Applications 9 Technical Documentation nor in the Community.

Dear team,Could you let me know how to add Contact Role in below scenario. Edit mode does not have an option to add Contact role. Please advise. /Damith

Hello All, In IFS Apps 10 IEE, we can close multiple business opportunities, but in Aurena it looks like that functionality was removed. I cheeked IFS Cloud, and I don’t see a solution in there either. Has anyone found a work around or solution? Maybe I’m missing something. Let me know - thanks for the look! IFS Apps 10 IEESingle line close in IFS 10 Aurena Selecting multiple lines and not having the close option  

Hi,I would like to have any input from exeriance to solve this gap in App 10We have a business scenario where a unit is sold to the customer (either configured part or standard part).As a complement in this sales scenario a service offer shall be created according to customer requierments and prefeered scope, also related to location where the unit is installed.This had been easy to solve if the configure to order solution was enabled for non-inventory sales part the configure to order solution.Anybody who made a customization and opened up this possibility or see any big risks in this.The scope for configured service would be Sales Quotation, /customer order and sales rule. No sourcing or automaticull convert service configuration to a service contract Other solutions are alos of interest //A

When using the CRM Panel we regularly get ‘Insufficient Privileges’ errors when trying to create new opportunities. The same user can complete the action for the same account in Aurena and can sometimes complete it in the CRM Panel but once the error has set in it seems to be stuck. RmPanelHandling & RmPanelFieldConfigHandling have been granted and CRM Access Filters are currently off. I’m not sure what other privileges could be missing. Has anyone experienced similar and can anybody shed any light on this? We have also raised a support case. In the log there is the following but on its own it’s not very informative:HTTP/1.1 403 ForbiddenOData-Version: 4.0Content-Type: application/jsonContent-Length: 86{"error":{"code":"SE_UNAUTHORIZED","message":"Insufficient privileges.","internal":2}}--batch_c00adc14-3045-405f-b18a-14849f8b794e--15:4:38 - Json string return fr

We are considering changing our part number scheme.  This, obviously has huge consequences as we would lose all history, reporting would have issues etc.  Has anyone ever needed to do this or found a good solution? 

Eevn though there are connected business opportunity and business acitivites for this saved account/customer, Data is not shown show saved customers in CRM panel  When customer name is clicked in outlook it tries to show but then again dissapear.