Distribution (CRM, Commerce)

This will include the questions related to CRM and Commerce.

  • 1,099 Topics
  • 2,933 Replies

1099 Topics

1
Sidekick (Partner)
12gKoenkSSidekick (Partner)
asked in Distribution (CRM, Commerce)

Recognize sales quotation upon order creation (via EDI)

In IFS a sales quotation is created for a customer. This customer approves the sales quotation by sending a customer order via EDI.Is there a possibility in the incoming customer order that automatically recognizes that a sales quotation in status ‘Released’ exists for this customer / part no combination? Ideally we would connect the sales quotation line to the customer order line by choice.Anyone seen this requirement before?

4
1
Sidekick (Partner)
1 year ago
M
Do Gooder (Employee)
Marina_MoorDo Gooder (Employee)
asked in Distribution (CRM, Commerce)

Forwarder ID is not transferred from the customer order to the shipment

Hi Team, Have an Issue when create a customer order with 4 customer order lines:For the delivery information are all settings the same also the forwarder:Shipment type is as follow: So when release the customer order and check the shipment, all shipment lines are from the same customer order:But in the general info Tab the Forwarder is not transferred from CO although the customer order is the same for all shipment lines: Why is the forwarder not transferred from CO to the shipment? Thank you for your help. BR Marina

2
M
Do Gooder (Employee)
1 year ago
M
Do Gooder (Partner)
myllypekDo Gooder (Partner)
asked in Distribution (CRM, Commerce)

MRP Spare Part Forecast

How to delete a rolled line?Error message =>Forecast records containing consumed forecast cannot be deleted. But there isn't consumed forecast???? 

0
M
Do Gooder (Partner)
3 years ago
Deepak
Sidekick
DeepakSidekick
asked in Distribution (CRM, Commerce)

Issue while connecting lines to load list.

Hello community,We are using IFS version 8.While creating invoice user first reserves the stock then performs report reserved quantity as picked.Then when he checks this picked line then he don’t find these lines but when I check through IFSAPP user login then I found it.I am not able to find out this issue.Can somebody help. RegardsDeepak Navale

2
HoiAnushB
Superhero (Partner)
3 years ago
H
Sidekick (Customer)
HAYLEY.WILLIAMSSidekick (Customer)
asked in Distribution (CRM, Commerce)

Customer Consignment Stock - Change Delivery Address

We have a customer with an Inactive Delivery Address ID 1: There is a valid Address ID 2 set up on this record. When creating new orders through the Customer Consignment Stock, I’m not finding the screen to update the Delivery Address ID, and get the following error.  How do we update the Delivery Address ID on this screen? The Delivery Address field is not a List Value.   I am not seeing hidden fields.   Thank you,

1
Rasika Lakmal
Superhero (Employee)
2 years ago
K
Do Gooder (Customer)
KellyW_AUSDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Single Occurance check box for Sales Quotations

Does anyone know how to add the Single occurance check box in the Sales Quotations?It is present in Sales Orders, but not in quotations and we are unable to amend delivery address in Quotations.

6
K
Do Gooder (Customer)
2 years ago
Carlo Palma
Sidekick (Partner)
Carlo PalmaSidekick (Partner)
asked in Distribution (CRM, Commerce)

Commission based on Netvalue

Hi Everyone, Is there anyway to calculate the commission based on Net amount? Currently we noticed that it is based on Gross amount.  

1
Sashika Lakshan
Hero (Employee)
2 years ago
B
Sidekick (Customer)
BLLKaterinaOSidekick (Customer)
asked in Distribution (CRM, Commerce)

Document text on copied Sales Quotation is hidden and still in use

Hi,I hope someone may be able to help me. This issue listed below has been reported to me and I can’t work it out. Original sales quotation has been raised - including Document text for printing The same quote is being copied - new product added - (no document text is showing)When you Print the first original quotation it prints a document text added as it should.  However the issue is when you try to print the quotation which has been copied and clearly is not showing any document text as second screenshot, it still prints with the same document text as the original sales quotation even nothing is there.  Does anybody have any experience with this? Thank you so much for your help. Kate 

7
Lahiru Dissanayake
Hero (Employee)
3 years ago
Anupa Arachchige
Sidekick (Employee)
Anupa ArachchigeSidekick (Employee)
asked in Distribution (CRM, Commerce)

Refill point qty/ refill for non remote warehouse

Normally we can determine the refill point qty/ refill to qty for parts on a remote warehouse assortment; but this functionality is only for the remote warehouse.My question is:Is this possible anywhere in IFS for not remote warehouse in APPS9?

1
Thushitha Chandrasiri
Superhero (Partner)
2 years ago
nu_fonka
Do Gooder (Partner)
nu_fonkaDo Gooder (Partner)
asked in Distribution (CRM, Commerce)

Log in access to IFS Service Center

How do i can login to IFS service center or change password because when i enter username/password but screen show invalid username/passsword. But i can log in normal as IFS Portal. 

2
Link
Superhero (Customer)
9 months ago
M
Sidekick (Customer)
MZempSidekick (Customer)
asked in Distribution (CRM, Commerce)

Customer order lines without "Release for Mtrl Planning" are being reserved

Hi,Since the update from APPS10 UPD8 to APPS10 UPD13 customer order lines of released customer orders are reserved and picking lists are created and printed, although the checkbox "Release for Mtrl Planning" is unchecked.In APPS10 UPD8 these customer order lines were ignored, when pick lists are created.Does anybody know, how to restore the original behavior? Thanks and best regards,Madeleine

0
M
Sidekick (Customer)
1 year ago
arebbeadle
Hero (Customer)
arebbeadleHero (Customer)
asked in Distribution (CRM, Commerce)

How to setup Non-Inventory Sales parts?

I want to setup a sales part that can be invoiced but has no inventory cost and $0 zero sales price. It is not purchased part but just information. Is it possible as a non-inventory part? Thanks

5
matt.watters
Superhero (Partner)
5 months ago
J
Sidekick (Customer)
jtobinSidekick (Customer)
asked in Distribution (CRM, Commerce)

Aurena Main Rep and Customer Contact fields

HelloWe are using Apps 10, UPD13.  Does anyone know if this is a general application limitation?  The Main Representative Name field in Customer Contact, Business Activity and Business Opportunity that will match on last name or ID as well as first name?   In our current version, it only matches and displays results for first name. The field shown below will only begin to find matches on first name. In the example below, Helm is a Main Rep’s last name but nothing shows to be selected.   Thank you,Joann

4
J
Sidekick (Customer)
1 year ago
M
Do Gooder (Customer)
MaisaDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Customer Country not listed in CRM

Customer’s country is missing from Business Opportunity. The customer is active, created some years ago, Customer Orders have been created for them etc.. so everything should be fine, but the country information - NORTHERN IRELAND - is missing from BO and it doesn’t even appear on the list. There are also a couple more countries we have activated recently, which do not appear on the country listing in CRM. No problems with customer order creation or otherwise, just in CRM. 

3
Kishor
Do Gooder (Employee)
1 year ago
Buddhika Kurera
Superhero (Employee)
Buddhika KureraSuperhero (Employee)
posted in Distribution (CRM, Commerce)

Logi behind the calculation of Purchase Lead Time and Latest Order Date

When the lead times are set as follow:How the “Purchase Lead Time” is calculated? How the “Latest Order Date” is calucated in Purchase Requisition Line (Distribution calendar is 5-days per week, assuming no exceptions) Supplier Manufacturing Lead Time External Transport Lead Time Transport Lead Time Internal Delivery Lead Time Inspection Lead Time 280 0 0 4 20  Purchase Lead Time =  Supplier Manufacturing Lead Time  +  External Transport Lead Time   + Transport Lead Time  + Internal Delivery Lead Time  +  Inspection Lead. TimeWhen calcualting the Lead Time, the calendar is not relevant therefore the Purcahse Lead Time is 304 days in this scenario. Then when a Purchase Requisition Line is created for this part with “Wanted Receipt Date” as 2024-10-04, the “Latest Order Date” is calculated as 2023-11-27.The number of calendar days between 2023-11-27 and 2024-10-04 is 312 days not 304 days. There is a difference

0
Buddhika Kurera
Superhero (Employee)
4 months ago
C
Hero (Customer)
chajashHero (Customer)
asked in Distribution (CRM, Commerce)

Object Connections Service List for Customer and Serial Object

How can I add Connected to Object categories in the Audit Screen.I need Customer, Call Center Case, and Serial Object. TIACindy

4
C
Hero (Customer)
1 year ago
T
Hero (Customer)
TosohLBlumHero (Customer)
asked in Distribution (CRM, Commerce)

Customer Main Representative added to Customer Order

When we set up a customer, we assign a Main Representative to the customer.  This representative had visibility only to his customers using the CRM functionality.When we receive an order from the customer, it is entered through our customer service group.  The customer service person who enters the order is set as the Main Representative for this particular order.This means that the Main Representative for the customer has no visibility to the customer’s orders.Is there a way to automatically add the Main Representative on the customer record to any customer orders created for that customer, so they will be able to see the order?

2
T
Hero (Customer)
1 year ago
K
Do Gooder
KandasamyIFSDo Gooder
asked in Distribution (CRM, Commerce)

Extending Authorization to any object / work flow

How do you extend Authorization rule/s (or)add authorization  persons to any screen in APPS 10. Would appreciate  any tips in this regard. 

1
paul harland
Superhero (Employee)
3 years ago
M
Sidekick (Customer)
MarianneSidekick (Customer)
asked in Distribution (CRM, Commerce)

Business Mail checked in from CRM Panel making duplicate documents in IFS Document Management

We have had a demo of CRM Outlook Panel.We have seen that when we save an email with attachments using the function “SAVE TO CRM”, the business mail is created, and attachments are checked in as separate documents in IFS in addition to the email itself. This limitation in functionality will create a lot of duplicate documents in IFS Document Management when document from IFS is sent as attachment in email and checked in as business mail.Are there any parameters or functionality which can be set to be able to check in email as business mail included attachments? Functionality should support following scenarios:email included attachments as one document (user can open attachment when viewing email) only attachments email and attachment as separate documentsGrateful for any ideas or experience with CRM Panel and IFS Document Management

2
M
Sidekick (Customer)
1 year ago
N
Hero (Customer)
NMALKIHero (Customer)
asked in Distribution (CRM, Commerce)

Currency rate error - Business Opportunity Pipeline

Hi All,In Business Opportunity Pipeline window, I am getting the below error when I include in my filter Business Opportunities  with different currencies (AUD & NZD). Why is it using currency type 1, aren’t they suppose to use currency rate 3 ? thanks 

4
N
Hero (Customer)
2 years ago
H
Do Gooder (Partner)
HoiMicheWDo Gooder (Partner)
asked in Distribution (CRM, Commerce)

Call Centre Task Dispatch

Hi,I have created a call centre case and accepted the case.  When I dispatch the task to a user the user cannot see the task assigned to them.  The user is in the support orgainization and I can see that the queue is the right one and the user’s name comes up on the task in the queue but the user does not see the task to accept.  The employee is an assignee for the work group and support organization.Is there specific basic data that is required in order for the user to be able to accept the case task?

2
H
Do Gooder (Partner)
3 years ago
C
Do Gooder (Customer)
Corey LileDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

CRM Access - Customer VS Prospect Edit Permissions Access

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 

2
C
Do Gooder
1 year ago
V
Hero (Employee)
Vindya WijesingheHero (Employee)
asked in Distribution (CRM, Commerce)

Business Activity with Connection Type: Customer

Hi All, Please explain from which window, business activities with the connection type: ‘customer’ could be directly created? Thank you.

2
N
Hero (Employee)
1 year ago
robert_g
Sidekick (Customer)
robert_gSidekick (Customer)
asked in Distribution (CRM, Commerce)

Close Previous Line - Migration Job

Hi all, I have an excel migration for Supplier for Purchase Part. This allows price lists to be created by users and inserted to the price list tab. However, if a price list is active - this prevents the tool from working. Is there a way to close an active price list automatically before the new price list is inserted?

2
pwlm
Hero (Partner)
2 years ago
P
Do Gooder (Customer)
pramodka46Do Gooder (Customer)
asked in Distribution (CRM, Commerce)

intercomamy order

Hi  for inter company orders, when CO is Released, ICPO created automatically .but PO is automatically sent by the system, Can I know where is the control to do this manually ,to stop system from sending order automatically 

4
S
Superhero (Customer)
1 year ago

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