Distribution (CRM, Commerce)

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?

As Database restored, the above Tables are impossible to restore. All of them may not have business data. Igore those tables resored have no problem??Regards;Yasuda 

Dear All,   I am trying to run the “Multi Site Order” functionality but when the Customer Order is created for second site  then Supply code “Not Decided” is coming dud to this we are not able to proceed further. Scenario is Site 1 is getting the external Customer Order and raising internal PO for Site 2 and in turn internal CO will be raised on site 2. I have checked all the EDI/MHS settings, sales part , sourcing rule, internal supplier/customer etc but no luck.   Please help on this as i am stuck in this for a long time.   Thanks in advance! BR HA

How can I solve this issue? Regards;Yasuda 

Hi,Is there a way to have the system reuse the pay term base date from the orignial customer invoice  when creating a correction invoice?Our polish sites would like correction invoice pay term base and due date to be the same as on the orignial invoice. Currently these are calculated again based on date when correction invoice is created.We are running IFS 10 upd14 Greatful for any advice!/Anna

How can I find REST-API LOGfile?Regards;Yasuda

Hi We are using IFS Cloud and there are users from different countries like Germany, Sweden, UK etc..They are using different region settings when displaying numeric values for an example in customer orders.UK 123,576.00DE 123.576,00 In IE we had regional Settings as below, I am wondering how to do the same in IFS CLOUD  

Hello,On IFS Cloud, I am currently attempting to take a custom field I created on the CustomerInfo entity, and have that appear on the Lead - CRM page. I have attempted to create custom attributes for the BusinessLead entity that references the custom field I created for CustomerInfo, which, using page designer, appears on the page, but sadly it does not populate with any data. I have also created a projection that takes the CustomerInfo/BusinessLead entities and maps them together by the CustomerID, but doing so does not help as this new Projection is not tied into the BusinessLead page. In the Configure standard projection page, I cannot search for the CustomerInfo entity, to tie it to the BusinessLead entity, as it does not appear.How exactly can you pull a custom field into a page that has a different entity?

I have two sites. One of them the customer orders wanted ship date is defaulting to the day of. The other is defaulting to the next day. I have to make them both for the next day. Any ideas on how this can be achieved? It must be set up somewhere but I have not been able to find it yet.  Thanks!

Hi all,For a customer in IFS9 we are looking for a solution for sales representatives.Currently there are not user in IFS, but they need some information while on the road to customers. They can find this information from Sharepoint, where a lot of documents are stored. This customer want to store these documents in IFS (not in Sharepoint anymore), so they are looking for a solution for them to find these documents. My first idea was to install CRM Companion, but I am not sure if they can manage from there. The solution is still under design, so not sure where we are going to connect the document to (sales Quotation, Customer Order, Work Order, Customer, etc.). They are not using CRM as a solution in IFS, they only want to find these documents in an easy way.So, any documentation of this app will help (in IFS9)Thanks I advance,Robert