Distribution (CRM, Commerce)

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?

When our users highlight a selection of customer invoice to print, they order the screen in customer no order, as this is the order they would like them to print.  When they print they do not print in this order.  This appears to have been working as required in IFS8 with no differences in setup between IFS8 and IFS10.I have tried setting customer no in the order by field in the report definition, but this has had no effect (unless I am using this functionality incorrectly?).  Our invoice print layout is a crystal report and within crystal we have set the sort order of customer order.  None of these things have given us what we require.  It appears that the process of creating the invoice from the preliminary invoice sets the order and the result key and then the invoices are then printed in result key order.  Is there a way to set invoices to print in customer number order?   

When searching by Customer Name in Aurena (Apps 10 UPD 13), the application does not return the expected results.  The same search works as expected in IEE.  Navigate to Customer Orders (Overview Page) Select drop down for Customer and uncheck Match Case (Aa) If I keep Match Case on, then the search seems to work.   Enter a partial of the Customer Name Such as ‘%abc%’ or ‘abc%’  SearchNo records are returned to the user.  If the user searches by Customer Number or other criteria, records are returned.  Has anyone else run into a same issue?

Hi, Can anyone please guide me for attached error i receive whenever i try to Undo customer order delivery in IFS 10  

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

We have a couple questions on email/Outlook from within CRM. Emails being sent directly out of Outlook are not automatically linking to CRM so the email list in CRM is incomplete. From within CRM, we are getting an error message when he hits “send and save”. The specific process is below: Starting in customer-crm Click on the email address that is under contacts. Write the email and hit “send and save” The email will not send and it gives me an error message. Error message states”error while trying to send and save to ifs”

can someone tell me how to setup number of forecast users for individuals who wanted to use demand plan client. with the installation it creates a user for the DEMAND Server (DEMANDSERVER) containing all of the required permissions. but that cannot be shared among all the users in multiuser environment. how can we configure another user(s) to access the demand client? 

Hi All, Is any way we can Hold/Park customer order ,  irrespective for status of the customer order, may be picked/delivered/reserved/want to put customer order on hold and than again should progress .any best solution 

Hi experts,I viewed the Print work copy of Preliminary customer invoice. But I am getting Actual ship date line by line along with the sales quantity. How can I remove it from here?  Thank you.Darshi

I would like how to manage/maintain the customers account not valid anymore in IFS. In many cases it is impossible to delete this form system as there are other records (as business opportunities or leads) assigned to these customers. For now we created technical (not existing) sales rep but maybe there is better way to manage it.

Hello, We are currently using IFSv9, and we are exploring the use of ORDRSP Message Class to send PO Cancellations from IFS to a customer via EDI.  We have found that if we cancel the order at the header level - there is no RMB option to “send order confirmation” from the Customer Order screen.  If we cancel all line items, but leave header in “planned” or “released” status, and RMB “send order confirmation” the lines still show: <ORDER_LINE_RESPONSE_TYPE>Accepted without amendment</ORDER_LINE_RESPONSE_TYPE> on the XML. Is there a different Message Class that we should be using instead of ORDRSP for this purpose? Or, is there a way to generate the 855 for cancelled POs from IFS that will show it is cancelled on the xml?

CLOUD 22R2. Is it possible to add the notes inserted in the business activity when sending an email? test case:Open a Business acivity and add a note select ‘send email’ the system does not recover this note in the email. is it possible using configuration to retrieve this note in the email?Thanks in advance Lorena

how to create an audit process for service order?

Why cumulative order activation doesn't work in IEE in a view Quick Order Flow Handling, but it works fine in Aurena? 

We have historically used the plan to promise to rate our performance to our customers as well as our suppliers’ delivery performance to us.  Since we have moved from IFS version 8 to IFS version 10, we’ve had complaints from several of our sites that a change in the Ship Via will result in changes to planned and promise dates.  This is occurring on customer orders as well as purchase orders.Customer OrderIFS will change a planned ship date if the "ship via" is updated.This can impact production schedules.Purchase Order If you have a different Promised date from the planned delivery date (a supplier pushes it out and we keep the original promised date but change the planned delivery date).  If you change the SHIP VIA code - it automatically updates the Wanted and promised date to the planned delivery date.This affects OTD stats for suppliers as it recalculates promised dates. Is anyone else out there experiencing this issue? 

Hi, I did not find a possibility to create templates to use it for several Customer Order  Do we have a possibility for that? Many thanks. BR Can

I have few questions related to this point: Is there possible to open the records created in CRM Panel in EE (not in Aurena as standard)? Is there possible to connect to Orders/ Create orders via CRM Panel/ or add some e-mails to orders instead of saving them from outlook to desktop and then move and save in IFS? What permissions are required to have an access to outlook Panel? For Sales we grant CRM permissions which are in the conflict with CSC permissions. I have as well one question related to usage of EE/Aurena: is there possible to “move” Outlook to IFS and use IFS as an e-mail box? If yes, how can we benefit with such solution?