Distribution (CRM, Commerce)

1101 Topics

CALOESDo Gooder (Employee)

Attachments not saved in CRM Panel

Hi Team, When I save an email with attachments using the function “SAVE TO CRM”, the business mail is created, but the attachments are not transferred to the documents of the Business Mail.Any idea?

2 years ago

ImankaSidekick (Customer)

asked in Distribution (CRM, Commerce)

Obsolete Logical Units in CRM - IFS App10

I noticed a few LUs have been removed/obsoleted in CRM (BusinessActivity, BusinessMail etc.). Is there any way to find, where the contents have been moved or how the functionality has been changed?

2 years ago

MdangeloSidekick (Customer)

asked in Distribution (CRM, Commerce)

Customer Order won't allow you to enter order sooner than Expected Lead Time

Hello IFS Community,When entering a customer order sooner than expected lead time, the order will not allow you save the order unless we take the availability check off the inventory part and recheck after customer order saved. Does anyone experience this and how can we better use the system to allow us to enter customer order lines sooner than the inventory parts expected lead time?Thank you, Michelle

2 years ago

NMALKIHero (Customer)

asked in Distribution (CRM, Commerce)

Probability in Business Opportunity

Hi Team,is there is a way ‘Probability’ field won’t be updated automatically every time an action is Done. I just want to keep it as entered by the user.Even if I leave it to blank in Sales Process Basic data , once an action is done ==> the Probability will change the current value and turn into blank.Much appreciate your help.

2 years ago

K4uChrisCSidekick (Partner)

asked in Distribution (CRM, Commerce)

Susan W.Do Gooder

asked in Distribution (CRM, Commerce)

Customer Agreement using both Price per Part and Price per Sales Group

I would like to execute a customer agreement with both a deal per part at a set unit price, and a deal per sales group for a percentage discount. Trouble is the part is a member of the group, and I don’t want the group’s %discount to apply to that part’s unit price. Aside from entering all the other group members individually, is there any setting or other structure I can use to fetch only deal per part (net price) for this one SKU, and deal per sales group (% discount off) for the other SKUs in the group. Example: SKU1 net price $500, SKUGroup discount 20%; order line applies 20% discount to $500 and returns $400.

2 years ago

CanDo Gooder (Employee)

asked in Distribution (CRM, Commerce)

Sales Contract Best Practice

Hi, I did not find detailed information about Sales Contract. It would be very useful for me get e. g. Best Practice for instance “Tenders in the public sector”, how IFS calculating the prices in different set ups, and other information’s. Many thanks. Regards Can

2 years ago

kamal

asked in Distribution (CRM, Commerce)

Supplier delivery pattern with DO

HI All, We have requirement to use Delivery pattern to schedule the customer order delivery for every wednesday on every week from customer using distribution orders. As per my investigation delivery pattern is not working for Distribution orders create via MRP in IFS8 version.Can anyone please let me know if delivery pattern functionality will not work for DO’s in IFS8 , also please give me some information on how wanted delivery date gets calculates if we use delivery pattern on supp for purch part for internal purchase orders. RegardsKamal

2 years ago

Kanchana

asked in Distribution (CRM, Commerce)

error when trying to update Price of Purch part using Change Order

This error comes when trying to update PO using a change order .PO is in Received state and i'm trying to update price of the part , nothing related to Delivery date .

2 years ago

AbbySDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Can the Customer Agreement be used in the Service Quotation?

Hello IFS,We are using Apps 10 and are trying to set up a customer agreement that will pull into the Service Quotation. When we set up a non-inventory sales part with a 50% discount it doesn’t seem to pull in.Does anyone set up standards for the service quotation for a specific customer like that that could share how to do this? Thank you,Abby

2 years ago

MdangeloSidekick (Customer)

asked in Distribution (CRM, Commerce)

Customer Orders needing Ship Via changes

Hello IFS Community, We have a multi-site structure and frequently have customers who need to change their Ship Via at time of order placement. In most cases, the requested Ship Via is a secondary selection in their Supply Chain Matrix. While we are able to adjust the Ship Via on the demand site order, once the order flow to the supply site and the shipment is created, it has picked up the default Ship Via from the customer’s supply chain matrix. Is there a means to prevent this from occurring? Example: The actual ship via changes back form AIR to OCEAN which will cause HUGE delays of up to 8 weeks

2 years ago

Tpg2179Do Gooder (Customer)

asked in Distribution (CRM, Commerce)

Receipt Traveler

Hello,I am new to IFS, we are using IFSAPPS10. Can we set up a receipt traveler to print upon receipt? From what I see we have a label that prints some of the time, but would like to get a traveler to print so the associate who does the put away has something direct them. Thanks in advance

2 years ago

MdangeloSidekick (Customer)

asked in Distribution (CRM, Commerce)

RMA with Pro numbers for tracking

Can the system be setup to create return shipments for RMAs with pro #s so information regarding the material's return can be seen

2 years ago

Daniel_JZHSidekick (Customer)

asked in Distribution (CRM, Commerce)

Percentage information in an advance invoice

Hello,When I create an advance invoice from a customer order, the information of percentage is mandatory. otherwise I can’t create an advance invoice. But once the invoice created, I can’t find this percentage information in my invoice. Could you tell me where to find it, please ?If there’s no such field.after creation, is there possibility to add a customer field ?

2 years ago

TosohLBlumHero (Customer)

asked in Distribution (CRM, Commerce)

Won/Loss Sales Quotation/Business Opportunity/Estimate

Our workflow is to create a Business Opportunity for a customer request. From there we create an Estimate for Engineering to estimate the product. Then we create a Sales Quotation.When we go to track the won/lost on these, we have to mark the quote line won/lost, then go to the business opportunity and mark the line won/lost, then mark the business opportunity header won/lost, then mark the sales quotation header won/lost.At each step, we have to choose the competitor and the reason. Is there anyway to tie these all together so we don’t have to do this 4 times to close out one quote?

2 years ago

hhy38Hero (Customer)

asked in Distribution (CRM, Commerce)

How to hide a column on Order Lines?

One of our departments has permission to reach the Customer Order page. We want to hide price columns from that department. How can we hide those columns from the department who reach the Customer Order page? Thanks.

2 years ago

LinkSuperhero (Customer)

asked in Distribution (CRM, Commerce)

Default Info in Customer Order

Dear community,is there a way to set the “Default Info” as default?In some cases it isn’t active and IFS creates two separate delivery notes.

2 years ago

JohnnyWooDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Prepayment Based Debit Invoice correction

Dear All, we got a prepayment from the customer. We connected this prepayment to a customer’s order and issued a Prepayment Based Debit Invoice (PREPAYDEB). The customer resigned and we have to make a correction invoice now. The problem is that it is not possible to issue a “correction invoice” for the Prepayment Based Debit Invoice (PREPAYDEB) which we have issued. When we right click on the header of the invoice, the option of making a correction invoice is grayed out.It is only possible to issue a credit invoice which is unfortunately not an option.Does anyone know how to handle this? (How to make an option of invoice correction available)Thanks for your help.

2 years ago

ashwanikumarDo Gooder

asked in Distribution (CRM, Commerce)

transfer or Sale/Purchase for a Non-Inventory Part between different sites of a company

How to transfer or Sale/Purchase for a Non-Inventory Part between different sites of a company?

2 years ago

OzgeSidekick

asked in Distribution (CRM, Commerce)

Shipment Label

Hi, How can I customize label dimentions and font setting for shipment label? ThanksOzge

2 years ago

duretteSuperhero (Customer)

asked in Distribution (CRM, Commerce)

Migrating Sales and Marketing to Embedded CRM: Contacts

If you’ve migrated from IFS SaM to Embedded CRM, how did you migrate contacts for prospects? If you change a SaM company from “not linked” to “prospect”, it doesn’t migrate contacts. If you have scripts you can attach, that would be fantastic.

2 years ago

MartyK23Do Gooder (Customer)

asked in Distribution (CRM, Commerce)

Manual Bill of Lading

Has anyone found a way to create a manual bill of lading if the “Ship To” is not a current customer in Apps10

2 years ago

TAPSUDJAYSidekick (Customer)

asked in Distribution (CRM, Commerce)

CRM to Sales Contract to Project Flow

We are a project based company who utilizes sales contracts and projects in IFS heavily. Our projects deliver labor related services. We are now in the process of considering CRM functionality for potential customers and business opportunity management. In CRM, the flow is very smooth from business opportunity to sales quotation to customer orders. However since we are not dealing with sales parts but services, I’m wondering if IFS CRM has considered such business opportunities being converted to sales contracts etc. Is this a functionality that exists or considered for future development?

2 years ago

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Distribution (CRM, Commerce)

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