Distribution (CRM, Commerce)

Hello,I am trying to have every pick list that appears in the ‘Create Pick List for Customer Orders’ page get automatically created. We have the shipment types set up properly so whenever we create a pick list from that page, they come out properly. What i want to do, is to automatically print those. I have a schedule set up so that every 2 minutes, it runs the “Create Consolidated Pick List for Customer Orders” database task. This gets almost all of the Pick Lists for Customer Orders created, but the ones with the Supply code of “Purch Ord Trans” do not get printed. They appear on that page, but for some reason, the task does not create those. How do I fix this? We use Consolidated Pick Lists for Customer Orders, but we are requested to create pick lists for all items on that “Create Pick list for Customer Orders” PageHere is the database task I have set upAny advise or insight would be greatly appreciated.Thanks,Bryan

Hi,We want to use “Batch Print Customer Invoices” to enable the enduser to either 1) Print 2) E-mail or 3) Print & E-mail, the invoices.Batch Print Customer InvoicesThe thing is I don’t know how to configure the Customer record and event action connected to PDF_REPORT_CREATED.Customer Record, Email setupEvent Action for PDF_REPORT_CREATEDWith above configuration the option“Print Only” will succesfully print the invoice “E-mail” will succesfully e-mail the invoice “Print/Send” will only print the invoice and not email it.From what I can see this is because the condition “PRINTER_ID=PDF_PRINTER” on the event action. If I remove that condition the option “Print/Send” will both print and email the invoice, but so will also the option “Print Only”. And that is the root of my question. How to I configure IFS so that “Print Only” only prints, “E-mail” only emails (that works as far as I can see) and “Print/Send” both prints and emails?Or as I’m writing this, have I missunderstood the conc

Hi All, Does anyone know what the ‘Main Representative’ does in the Customer record in Cloud?I was expecting this to become the default main rep in all leads/business opportunities/sales quotations/customer orders for this specific customer.Instead, the default is always the person creating it and not the person set as Main Representative in the CRM Info of the customer. I am not sure what this does as it seems to have no impact whatsoever. Thanks in advance for any help on this. 

Hi All,Screen name: Procurement> Receipt> Register Arrivals I have created a custom field in ‘Register Arrivals’ screen.custom field name is ‘Gate Entry Number’, which is a persistent field.when I enter data in ‘Gate Entry Number’, I’m not able to save record.I tried with other fields also in the same screen. but not able to save.Issue is ‘Saving’ button is not getting enabled, when I enter data.issue is in IFS apps 10.How to solve this issue, please help.Thanks in advance.Best Regards,Hari

Hi All, From below image you can see that data is not aligned properly, how can I do that? please help.Screen name: Procurement > Receipt > Receipt I need to bring all data either to left or right. But here some are in left and others in right.issue is in IFS APPS 10.  Best Regards,Hari

In Apps 9 Is it possible for multiple users to report ‘Qty Counted’ on a ‘Count per Count Report’ at the same time?

Would like the ability to align the data in a column field.  Message Line" is very distracting on our screen because its alignment is to the right and everything else is aligned to the left. I'm not sure if there is a reason and if this is something I can edit under my "Properties" options, but I don't see anything.   

Hello, around 2 weeks ago my companies users started experiencing an issue we never ran into prior. All the way down at the end of the columns there is a “Location No” column. We’ve never touched this before and had no issues prior. Recently when we go to a new line it runs an error of “To Location No” not filled. We have to manually type 0 to bypass it which is incredibly annoying for our users to do on every single line. What could the cause of this be? Thanks. PS we’re on apps10.

Is there any functionality to automatically generate a Customer Quotation in a supply site from a Request for Quotation in the receiving site?

We are currently using App9, update 16 and allow Condition Code and we utilize both Lot/Batch Tracking and Serial Tracking.  I would like to investigate time savings associated with not serial tracking in Inventory.In our environment “Condition Codes cannot be used on a serial tracked part unless it is serial tracked in Inventory.”  Is this relationship changed in the Cloud upgrade such that Condition Code can be utilized while limiting Serial Tracking to “At Receipt and Issue” and “After Delivery Serial Tracking”? Thank you.

HI allI mean, like it is shown below?  

Hello Community,Good Day..!!We are using IFS 8 . Can we set the customer order header status as  "Partially Picked" if few lines are in reserved or in the released status and few customer order lines are in the Picked status, 

Dear community,I need some help for RMA flow within 2 sites.In Cloud version, our scenario is : Company A - Site A - internal customer of site B Company B - Site B (manufacturing site) - internal supplier of site ACustomer orders are released on site A generating automatically a PO for site B and so, a CO + SO on site B for site A. The site B can deliver the parts to site A (Int. Pur. Transit) or directly to the final customer (Int. Purc. Direct)In case of parts to be returned (RMA) by the final customer, I would like to know how to handle this flow with end-to-end traceability ?With the IFS previous version, we created a RMA on site A for the customer, then created an other RMA on site B for the customer Site A and the goods movement between companies was out of IFS (no shipment, no transaction). I know that, on Cloud version, RMA on a site can generate a RMA on the other site but the 2 sites must be linked to the same company so, not possible in our scenario. So, need to be created R

Hello,In the case of a direct delivery from a supplier to the final customer ( Supply Code: "Purch Order Dir"), is there a possibility to have a delivery note in IFS? Thank you, Lina

I had a question asked of me about a bill of lading for shipping WIP to an outside processor.  I know we can print a delivery note but how about a bill of lading?  Thoughts?

CRM Panel, outlook desktop vs outlook web vs outlook app on IOS errors and limitations IFS10.Context in all of these scenarios I am using a VPN connection from my laptop or my iPhoneoutlook desktop in email read mode: (Work fine)outlook desktop in email edit mode: (Work fine)outlook web in email edit mode: (Work fine)outlook web in email read mode: (error) (Any comments or suggestions for this limitation?)outlook from my iPhone IOS 15.6.1 confirming my VPN is open and validating Aurena is working properly.outlook from my iPhone IOS 15.6.1 in Edit mode the CRM Panel shortcut is not available, seem to be a limitation from the Outlook app. (Any comments or suggestions for this limitation?)outlook from my iPhone IOS 15.6.1 in read mode the CRM Panel shortcut is available, but generate a network connection error, even if I have my VPN on and Aurena open (Any comments or suggestion for this limitation?) Merci. 

Hello,Does the Shipment Pro Forma Invoice Operational report in IFS Cloud use currency? I’m seeing a currency value print out in the built-in IFS form, but no data is actually populating, only “USD”. I did a quick report SQL query to check that view and I’m not seeing any currency data populate in there either. A Shipment Pro Forma Invoice should have currency and totals, so I’m assuming there’s something I’m missing when building these or configuring these. The items have prices attached to them everywhere else except in this report.Any help or insight would be appreciatedThanks,Bryan

Hi IFS Community,There is a tax error message when we create a Sales Quotation from the Business Opportunity with a Prospect account.This is because the tax tab was not configured at the address, but there is no error message when you create a Sales Quotation from the page “Account - CRM”.We don’t want any error message for a Prospect account. Maybe this problem was fixed on the function from “Account - CRM" page but not from “Business Opportunity” page.Create Sales Quotation page assistant is diffrerent between “Account - CRM” and “Business Opportunity”.Can this problem be solved on the Business Opportunity? Create Sales Quotation assistant from Business Opportunity:  Error message: Create Sales Quotation assistant from Account CRM: IFS Aurena client version: 22.2.2

I have created a shipment with shipment lines, in Shipment Handling unit structure I only have the oprion to ‘Pack According to Handling Unit Capacity’ In Cloud can you still ‘Attach Parts to Handling Unit’ and split the Shipment lines over multiple handling Units? EE screenshotCloud Screenshot 

Good Morning,  We are currently on IFS EE 10 Update 14.  The current system default for entering lines on a CO is 1, 2, 3, etc.  I know you can change the line number when adding the line if needed but I would like to know if you can change the defaults.  We would like to change to 10, 20, 30, etc on both the Customer Order and Sales Quote. Thanks

Hi , What is the best way to clean up old MRP generated purchase req which is in “planned” state and we have not used from many years .Thanks 

I have a customer order in which the Non-Inventory Qty to Deliver is 0 while still the Non-Inventory part’s line status is ReleaseAny idea why is it 0 when that line is not yet shipped or reserved or invoiced ?

I would like to know how to manage if there is a ban forbidding export to a certain country. So that, the customer order /sales quotation is not allowed to progress (stopped when releasing).I thought we can use the denied party-customer in the export control menu as shown below   But, we can release an order on a customer with a denied country.As mentioned in the page help : “Information about the parties that should be denied for use in an order can be filled in on the Denied Party-Supplier, Denied Party-Customer, Denied Party-Forwarder and Denied Party-End User pages which will then be considered before releasing orders.”I worry that something’s going to get missed somewhere.Anyone can help me ?  

Hello, I am really new to IFS and we have recently started using the CRM portion for our business. I have a use case where I have representatives on the Customer Record who are not listed as reps on the business opportunity but who need to have read/update access to the ones for the customers they are listed on. I have tried creating an access group with the rep and granting the business opportunity filter without success. I feel like I am missing something really obvious but can’t figure it out. Looking for any tips or Advice please. Thanks In Advance

Goods to be shipped can be packed in handling units. These handling units could be disposables, but could also be more valuable packing (from pallets to boxes and containers). How can these more expensive packaging materials be managed? Both in inventory as well as the return from customer?