Distribution (CRM, Commerce)

We have a scenario , where we want to receive and issue inventory in two unit of measurements. like Coupon book and  Leaves , for example there will be one coupon book containing 100 leaves. we need to recieve the coupon book as 1 and while receiving serializing the leaves at receipt time.created the uom like below but not sure what can be done. INVENTORY PART   We need to have leaves as serial number.  

Hello, Is it possible to bring on the cases overview screen elements from the case details screen? i.e. Customer description field in case details (which is a subgroup of the case details info), needs to be brought as part of the Relationship Management>Call Center> Cases> Cases list.  Thank you.paul.

Hi, I tested some flows and dont really understand which time elements are taken into account for capability check requiring inter-site transfer via distribution order so that to supply the final customer.Example below : Customer order for a final customer on site A for a part which is supplied from site B. The Site B purchases the part from an external supplier. If the part is not in stock in site B, i guess capability check for final customer order delivery should take into account : 1) Customer order from site A to final customer lead time2) Site A purchasing lead time from site B + site B purchasing lead time from external supplier. I did not manage to set-up this functionning in IFS and to see those elements in capability check critical path.Thanks for your help. Baptiste.  

Below is a question raised by a customerI have tried various scenarios; I have tried rerunning the calculation of the Customer Credit analysis and still have not figured out the details.I was trying outstanding orders, plus order invoices, less returns, less credit limit.   There are two columns on the screen, and I tried tying out to the Outstanding Orders Screen and the amount was in the left column, when I looked at returns and order invoice, the right column had to be used to tie out to those screens.  With all of that said, I could not tie out the Remain amount.  Thanks for your help with this question for our Credit Manager. 

Hi, we have a requirement from our Business to utilise the 'Actual Ship Date' as the price effective date on the invoice. From reviewing our options, we appear to have 31. Order Date2. System Date3. Delivery DateWe thought delivery date would work as per requirement above, however on testing this option it uses the 'Wanted Delivery Date' as the date for pricing and not the 'Actual Ship Date'.Can you advise if there is an ability to invoice based on the 'Actual Ship Date'. Due to the soaring prices on the supply chain, it is critical for our Business that we can implement this pricing basis.Please advise.

Hello IFS Community,Can anyone provide us with some guidelines on steps they took to develop EDI with their customers. Maybe a recommended project plan outlining the steps they took to initiate their first and additional customers? Any guidance would be helpful.Thank you, Michelle

is it possible to set (as default for user, or all users) in Aurena, to use “military time”, i.e.: 24-hour time-format example:  

Hi In IFS there is three Proforma Invoices.Does anyone know where Customer Order Pro Forma Invoice (CUST_ORDER_PROFORMA_IVC_REP) is printed from?  

Dear community,while I am trying to import a customer order (xml file) I get the following error message:The  delivery address exists for this customer. Is ORDERATTR a column? If yes in which table or view? Thank you

How to determine the tables and columns within all of the IFS CRM screens in IFS App8? 

In Rent out flow, we need to maintain fix monthly rate and invoice should be done in the last day of each month. In the Sales Part the minimum chargeable unit is defined as Daily Rental Price only in IFS. Therefore, though we have schedule the Transaction Generation schedule monthly basis, they cannot get a fix Rental charge for each month. It changes according to the number of days of the month. Any suggestions to get fix Monthly Rental Price is highly appreciated. 

We are looking for an alternative to create parts. (APPS 10, Upd 11)I like the New Part Assistant wizard, but it does not cover all our needs.Does anyone have experience with part creation using a custom page or using an own wizard (not sure, if this is possible at all).Our target is to use templates per Divisions and ask the user to enter only the required and relevant data. This should be as simple as possible, as the users who need to create a customer order and need a sales part for this, are not aware of all needs of part data.I also know about the option to create parts using assortments, but for certain fields the default values are not generic enough for our needs.Thank you for your feedback!Regards Martina

We are trying to setup the scenario where the customer reference in the Customer Order needs to be different as the Customer Reference on the Customer Invoice.     We have 2 addresses setup on our Customer.  One is the default delivery address and the other is the default document address.   We have a default e-mail comm method per address.  When the order is created the customer reference is correct and the delivery address and document addresses are correct too.   Problem is when we create the invoice, the Invoice has the correct document address but the incorrect customer reference.  Is the only way to correct the default customer reference on the invoice is to use a custom event?

i have been setup package part as below.however there is having posting error.please let me know what is the posting type need to match with package part?  

I created a custom tab with two attributes for Customer. The first is the Customer_id in order to link my custom tab to the master data.Now when adding/updating a value there, it saves the value for the master linked and this is the behavior that I need (so far all is OK) But if the user click on the (+) button instead of update directly the existing value in the field ‘New cf Jfo 2’, a new line is saved in the database but will be never visible because a first value exists. How to avoid this behavior ? How to avoid the  user to create a new value when a first already exists ? Thank youJean-Louis  

Hi Everyone,Is it possible to disable Duplicate (F6) + for Business Opportunity Window through Permission Sets.or does everyone that can Add New (F5) opportunity will automatically be able to duplicate existing ones ?Duplicating opportunities cause us issues … Thanks Nadine 

Hello,Have one question :)Is it possible to create Stored Procedure under IFS cloud ?If yes what kind of knowledge does it require?Need  is to create Stored Procedure and call this SP from IFS custom event !Br,Rafik

Customer Order should be displayed with "Actions After Save" when you go to "Object Properties" (Log in to Customer Order screen -> RMB on the header and Go to "Object Properties"), as depicted in the screenshot in the attached. However, the "Customer Order" tab is not visible as expected when we log in to the "Object Properties" with a user's implemented permission set. Is there a way to figure out what permission is needed to change this behavior?  

Hi All,Do you know of any functionality that can be used to restrict certain parts to be sold to certain customers within a country ? Export Control and Limit Sales to Assortments will not do.Thank you.Sheran

The customer uses IFS Cloud 22R1. I have activated "create SM Object" on the sales part. The info is also displayed on the CO line. The CO is completely delivered. But there is no change from company to customer property. Do I need to activate this in 22R1 in another place?

Hi,Does anyone have material of posting types, that are new in APPS10 / Cloud -releases?Thank you!Best regards,Timo Viitamäki

Hi,One of our customers is asking the following.  Is this possible in Aurena?“Is there a view to look at and/or extract that shows IFS Aurena logins, date, and person in IFS?  Want to use it as a KPI for tracking account managers use of IFS Aurena CRM. “Thanks, Jo

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?

Hi, Is there a permission that needs to be granted for a user to see the ‘Media’ option on the Attachments screen?  Thanks,Jo

I am unable to see requisitioned shop order orders as a load source in the Machine Load per Work Center visualizer.  Yes, the Load Source option is toggled on.  I assume there’s a setting located somewhere else that is hiding these.  Any advice on where to look to ensure everything is properly set up to show these in the visualizer?