Distribution (CRM, Commerce)

1100 Topics

Automatic reservation of handling units

Hi all,Customer’s requirement is to automatically reserve from the handling unit with the highest quantity.As and example, customer has two handling units with quantity 500 and 18 each. When reserving for a order with 100 units, customer wants to reserve the full quantity from the handling unit with the quantity of 500.With the current functionality, it reserves 18 and 82 from both handling units to reserve 100 units.Note: Customer has ticked ‘Largest Quantity on Handling Unit’ in the Site>Inventory>Automatic Reservation but it does not fulfill the customer’s requirement. Is there any setup which we can set to have the above functionality?

2 years ago

m.arifSidekick (Customer)

asked in Distribution (CRM, Commerce)

update not allowed after purchase order is created

Unable to recieve the purchase order in inventory , i am getting error as update not allowed once the purchase order is created. this purchase order is pegged from work order. how can i receive the materials.

2 years ago

sbrockdorfDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Apps9 Report Rule Send Email - Size limations?

We are using Report Rule - Send Email and a Route to Connect Process for our Sales Quotations and have found a limitation. Sales Quote PDF is 10 pages with size 237KB which works fine but as soon as we add additional lines to the quote the emails and route to connect processes no longer work. They are still 10 pages but the size changes to 238KB. The PDFs show in Report Archive and Print Manager but the Report Rules do not process. PDF doesn’t show up in the Route To Connect location nor are the emails sent. I’m not seeing any errors in Application Messages, Background Jobs, Print Manager so not sure where to check next.

2 years ago

golo.naitoSidekick (Customer)

asked in Distribution (CRM, Commerce)

Block sale of certain products in specific countries

Hello,I'm looking for a way to block the sale of certain prodcucts to specific countries, e.g. product 123 cannot be sold in Japan.Is there some IFS internal functionality available where you can set this up?Thanks,Golo

2 years ago

Manoj Balasooriya

asked in Distribution (CRM, Commerce)

How to enable VAT collection in a company

We have a lab opening up in the GERMANY company that will provide services to the local customers. So we will need to collect VAT in that company. Please provide us a guideline of how to enable VAT charge in the IFS system.LCS Case: G2314177

2 years ago

MohsinDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

Error Message during customer creation

While I’m trying to update the “order” field in “customer” one error message is showing during save. “ Field( Print withholding Tax) is mandatory “ Could anyone suggest me how to solve this, please?

2 years ago

arebbeadleHero (Customer)

asked in Distribution (CRM, Commerce)

Coordinator field on Customer Oders will not auto populate

I created a new “User” and setup the “Person” and created a “Coordinator” and assigned to a group but the coordinator will not auto populate on the customer order screen. We have other users that auto populate their coordinator when creating a customer order but not this new user. We upgraded to APPS10 UPD11 4 months ago, is it different in APPS10?What am I missing?

2 years ago

AbbySDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Cannot Close Stage Billing Order Lines

We are running into an issue with using the staged billing functionality - we cannot invoice and close the lines and it appears that it’s about a penny off. Please see the following screen shot - we cannot figure out when we try to make an adjustment why we cannot get the order to close. any help you could provide would be greatly appreciated.Thank you,Abby

2 years ago

XitLakshMSidekick (Partner)

asked in Distribution (CRM, Commerce)

How to merge Multiple Distribution order to one customer order in Apps8

Usually DO can add only one line (one part number). But I need to know how to merge multiple DOs to one customer order in APPS 8.

2 years ago

pramodka46Do Gooder (Customer)

asked in Distribution (CRM, Commerce)

PO authorization rule for indirect

Hi All, How can I set up PO authorization rule for no-part order lines.this is we call indirect purchase and all indirect purchase should go to one group for authorization, irrespective of purchase group / cost center

2 years ago

MAFLSGDo Gooder (Employee)

asked in Distribution (CRM, Commerce)

Apps10 B2B Sales - Customer Product Favorites

In Apps 10 B2B for Customer, when adding products to the Shopping Cart, there is no way to filter Favorite Products. Below is a IFS slide showing a button that navigates to Favorite Products, a column to see which is favorite and a mark/unmark favorite features. This is my user view. These features are not available

2 years ago

BLLKaterinaOSidekick (Customer)

asked in Distribution (CRM, Commerce)

Add Shipment Numbers on Search Dropdown

Hi, I wondered if it was possible for when you search for an order number or PO number in IFS apps 9, it can also have the shipment numbers on the dropdowns? It would be much easier to know which Order # matches with what shipment #, instead of having to go manually into the shipment to find out. Would anybody know if this can be done and how? Thank you Kate

2 years ago

Timmermans RoelHero (Partner)

asked in Distribution (CRM, Commerce)

Customer Schedule - How To?

Hi All, I’m trying to familiarize myself with Customer Schedule in order to fulfill a demand from a customer. But I’m getting a bit lost in the complexity of theset-up and basic data. Does anybody have a decent how-to manual to implement Customer Schedules in a basic format so I can build on that info? Thanks for your help! Best RegardsRoel Timmermans

2 years ago

Asela MunasingheSuperhero (Customer)

asked in Distribution (CRM, Commerce)

Intersite Flow: Automatic Part Creation

We are in IFS App10 Upd9.Need to design a solution where in the absence of a Sales part in the Supply site, the incoming customer order triggers a notification and possibly creates the inventory part / sales part. (Master Part is available) automatically upon approval. Is there somebody already using a similar setup? Need not be the same. What would be the best way to implement this? Please share your ideas. Thanks.

2 years ago

m.arifSidekick (Customer)

asked in Distribution (CRM, Commerce)

unpeg the purchase order from work order

We have created the purchase order from Work order purchase requisition and the work order is in related status and Purchase order in Planned state, i am trying to cancel the purchase order , system is giving error “ there are peggings connected to purchase order lines, Remove the pegging first and then cancel the purchase order. How do i cancel the old purchase orders.

2 years ago

BjørnDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Sales quotation offline

Hi We are using IFS apps. 10We want to use the sales configurator in IFS to create sales quotations, but we need it to work offline. The use cases for offline sales work is, 1) Using the time on a plane traveling to a customer site to make a quotation. 2) It happens that you are with a customer where it is difficult to get an internet connection and even more difficult to get a VBN connection. I have only read about two solutions Maintaining and distributing a so-called version to the user of the IFS/Sales Configurator client tool - This is not possible for IFS apps. 10 Native apps. - This is not developed for the sales configuratorDoes anyone know a solution to working offline with the sales configurator in IFS? Thanks

2 years ago

romuseDo Gooder (Employee)

asked in Distribution (CRM, Commerce)

Sum Functionality in IFS Cloud

Hej, I am working with a customer that required, Sum functionality in lot of view in the application. this used to be a basic feature in IEE but is not available here in Cloud. Is there a plan to implement this going forward, since it will also help our existing customer moving from Apps9/Apps10 into cloud. BRRohit

2 years ago

K4uLinalMSidekick (Partner)

asked in Distribution (CRM, Commerce)

Change the line number sequencing of a customer order

Hello, The customer wants to change the sequencing of the lines in the customer order. For example, if we start with the line 10, is it possible that the second line has a number 20 then 30 ... (a step of 10)?Thank you in advance.

2 years ago

Atul RDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

App 10 - PO Charges after multiple receipts on same PO line in FIFO

Hi, For inv valuation method as FIFO, is their any way to book charges in inventory (Not to book as expense) for multiple receipts on PO?We are analyzing this in app 10 of upd7 version.

2 years ago

XitThejaGSidekick (Partner)

asked in Distribution (CRM, Commerce)

Create pick list

Dear experts, When I tried to create the picklist on the shipment header level, the below error popped up on the screen. Could you kindly assist me to fix this issue?

2 years ago

Mark.FeldpauschSidekick (Customer)

asked in Distribution (CRM, Commerce)

Looking for a Customer Reference for CRM in Aurena

Hello IFS Community,We are an IFS customer using Apps 10. We use CRM on a limited basis and we haven’t done much of anything with Aurena yet. We are evaluating our CRM needs to determine if IFS CRM can do what we need or if we need to look at Salesforce and then integrate with IFS ERP.As part of that evaluation, we would like to talk to an IFS customer who uses IFS CRM in Aurena. The more extensive the use of CRM and the more extensive the use of Aurena the better. Use of the Outlook integration offered by IFS would also be great to see.We would like to understand what that customer’s use cases for CRM are, how Aurena has helped, and the implementation effort required.If you are such a customer or know such a customer, please let me know.ThanksMark

2 years ago

TKGJARKKSEDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Customer Agreement in Incoming Customer Order Message

Is there a way to receive Customer Agreement ID in Incoming Customer Order message from external customer. In client you can enter Customer Agreement manually and use Customer Agreements that are excluded from automatic pricing. But it seems to me that you cannot do that when you receive Customer Order with message. So you can only use automatic pricing there even if customer is aware of those Agreement ID:s and is able to send those when placing order.

2 years ago

KLAVALLEYSidekick (Customer)

asked in Distribution (CRM, Commerce)

Remove one shipment line from a Handling Unit

We are tryin to use the Shipment Handling Unit functionality to build our shipments. If we designate a pallet as a Handling unit and start adding Shipment lines to it but then find out, for example, we need to pull off one or several cases of product from the pallet because they don’t all fit on the pallet or we need a different lot # of one product, can we/how can we do it? I’ve read the help and there is Delete and Disconnect but seems they are only available at the Handling unit level (i.e. to delete the entire Handling Unit. ) True? any workaround?

2 years ago

duretteSuperhero (Customer)

asked in Distribution (CRM, Commerce)

Business Opportunity on Unknown Site/Company

We’re looking to upgrade from IFS Applications 9 to IFS Cloud. We’re currently using IFS Sales and Marketing, but with this upgrade, we’ll move to Embedded CRM.Our products are carefully selected for each customer and are often highly engineered. We’re a global company offering different product lines manufactured in each facility, but our product lines are similar enough for an untrained person to potentially select the wrong one. When a business opportunity comes in, some engineering work is necessary before we know which site’s products would best suit the customer’s needs. We don’t want to do this engineering work until we have some reasonable justification for the cost of this work, but we do want to enter each business opportunity into IFS as soon as we can. Our best work-around on the table so far is to create a company called “CRM” with a single site called “CRM” where we can dump all our opportunities. This ensures the Business Opportunity doesn’t convey any more information t

2 years ago

HAYLEY.WILLIAMSSidekick (Customer)

asked in Distribution (CRM, Commerce)

How to Lock down Edits to other users records

Within Apps9, can you please provide direction on the best way to lock down edits to the customer record or transactions (Bus Opportunity, Sales Quote, Customer Order, Shop Order, Customer Invoices) by our Sales Team, so they can edit only their own, and any direct reports. If they don’t have direct reports, they cannot edit any transaction or customer unless their name is listed as the Salesman. Or can this be locked down by the Main Representative? Example: Only Jane Smith can edit Jane Smiths Sales Quote. She can view everyone’s, but can only edit her own.

2 years ago

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Distribution (CRM, Commerce)

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