Distribution (CRM, Commerce)

Hello, We want to set up authorization for the Business Opportunity. We want employees to have to get permission from a supervisor to create a Sales Contract from the Opportunity. This could be done, for example, by ensuring that the status of the Opportunity can only be changed after authorization from the supervisor. I have been working with ‘Sales Process’ and the Approval feature it contains. But I can't find what I'm looking for there.Can anyone advise me on this and suggest a solution? We are working in App10 Update 7.  

We’re integrating IFS Apps 10 to Salesforce via Boomi.  We’re finding that the standard APIs as defined in IFS do not contain all of the data elements needed to create or update records in Salesforce and we may be creating custom APIs to achieve our objectives.  Are there other customers who have connected Salesforce to IFS via Boomi?  It would be helpful to know whether you were able to use standard or had to create custom APIs and other helpful lessons learned as we progress in our journey.

I have a client that is anticipating moving from Apps 10 to Cloud.  The main issue is that the parts may have been originally set up with the incorrect unit of measure. I know in the past we were able to set up translation tables in migrations to help accommodate this. Is it possible to use such a process to change an item’s or several item’s units of measure?  I’d also like to know how others have perhaps performed unit of measure changes on existing parts.  Thanks!

When I try to login to IFS Support, I am taken to a Logout successful page. Does anyone know the reason behind this?  

Usually when we have a Child / Parent relationship, the child places the order and receives the goods, but the invoice states the parent name as they will pay and the credit limit is held at the parent for the total group. Is there a way in IFS to have, the child place the order and receives the goods, the invoice states the child name as they will pay, but the credit limit is held at the parent for the total group.

From a Business Opportunity (BO) we create a Sales Quotation (SQ) with the “New Sales Quotation” button in the header.Then I create a SQ Line with a value of 100 EUR and in the linked BO, a BO Line is also created with a value of 100 EUR.Now we have the behavior that when we delete the SQ Line in the SQ, the BO Line is not touched. Even more strange it then the fact that when you create a new SQ Line in the SQ, we end up with 2 BO Lines in the BO, both connected to the same SQ.Anybody knows the business case of this behavior or knows a way to suppress this behavior?With kind regards,Sven Audenaert

I am playing with intersite orders where I have an internal supplier to a sales part in a supply site.  The internal supplier is a separate site.  What settings have to be made to make this automatic from the point of release of the demand site customer order to the PO to the supply site, release and send the PO create the customer order on the supply site and release it??Thanks!  THis is in Cloud

Hi, I wan’t to find the price with the menu “Requets price” for a non-inventory-part/customer/contract.Does it work ?I have no answer from the ERP. Thank’s.Julien. 

We have a simple custom field where users can enter a percentage, i.e., number field restricted to values of between 0 and 100, on our Business Opportunities screen on the General Info section.We want to force users to populate this field before they exit a particular Sales Process Stage - this sounds like the perfect use case for Sales Process Actions?When we try to set this up, we don’t see the custom field on the Enter Data dialog:Can anyone advise how we get custom fields to appear here?I know this was a restriction in Aurena but I had believed it had been fixed in Cloud at least for simple custom fields.

I am trying to set up some data for a demonstration of both intersite and distribution orders.  I have been in several apps 10 demo versions and when I try to release a customer order line with the “Internal supplier transit” supply code, the system tells me that the order line date is not inside supplier calendar.  However, because the supplier is an internal supplier, you can’t add a supplier calendar to the supplier!!! Any ideas???

One of Our end users has incorrectly added the amounts. Then RMA has release and already printed. After identifying the issue now, we need to delete or Cancel the RMA. But the system is not allowing to do so. Please support Thank youKasun​​​​​​​

Salut,est-il possible de personnaliser le corps du courrier Outlook ouvert à partir de l'envoi du courrier électronique de l'opportunité commerciale ? ci-dessous ce que nous obtenons dans la norme :  

In Apps10 Charges were not included in the Order Amounts in the Customer Order. There was an extra Field “Total Gross incl. Chrg/Curr:” In Cloud this field is no longer there, and Charges are now included in the Order Amounts like “Total Net Amount” and “Total Gross Amount”Is there any way to influence this? As this is confusing after an Upgrade from Apps10 to Cloud.   

The Customer Hierarchy does an alpha-numeric sort at levels 1 and 2.  However, from level 3 on there is no sort on the records that appear in the tree.  That is compounded by the fact that it displays the standard 24 records at a time and you have to click show more repeatedly to make sure you can see all the unsorted records to find the one you need to work with (remove, move to another place in the hierarchy, etc.).  Has anyone found a reasonable way to work around this?

Hello,I’m trying to find a solution to manage the confirmation of delivery dates on the distribution orders between 2 sites. Note :From a Distribution Order, we can update the Delivery dates and IFS instantly update dates in the PO and CO. I wanted to use the 'confirm' function of the purchase order to notify on the customer site has taken note of the supplier site’s confirmation. In order to see the changes.But I realize that this one is not suitable, in case of a change of date by the supplier the status of the line doesn’t update only that of the order.Have you ever had this problem ? Otherwise, do you have another suggestion to make me to manage the confirmation dates for distribution orders.

Hi,I have an issue. I need to modify an article (change part number) in IFS SURF. The individual I need to change is already issued on a shop order. I need to unissue this article in order to modify it. The problem is that I cannot unissue the article from the shop order since the “allow condition code” button is enabled for it in inventory part. It is not possible to change condition code once it is enabled and “exists” in inventory part.Is there anything I can do to solve this or do I need to involve IFS support? /F

Hi, In IFS Cloud, the CO lines cannot be Unpegged from its Shop Order and changed to Invent Order when the Customer Order status is Blocked due to the below error message.  However, in the IFS Apps 09 environment, this function is possible where a CO line could be Unpegged from its Shop Order and the Supply Code would be changed to Invent Order without any error message even though the CO is in Blocked state. Does anyone know whether it is possible to change the Supply Code of Blocked Orders in IFS CLOUD environment? ​Thanks!

Hi. Each order Line must be re-confirmed after a date change.Is there a way/setting to stop having to re-confirming a line after the Promised Date is changed.So simply put,  a confirmed line status stays as “Yes”  Thanks. 

Not allowing to GRN (Purchase Order Arrival) an Inventory part due to the error “The value of the inventory transaction may not be 0 for part”But there is a value in the purchase order line. I tried changing Misc part info to “Zero Cost Allowed” then the ARRIVAL got created with 0 value in the inventory transaction history. 

HelloI need help to find how the status for Representative do searchable in veiw Representative 360.As you can see this page shows each representative person and we want to search and shows per status Active, Hidden or Bloced in Search filter.I tried to find in Page Designer but couldn’t find it. Could someone please tell me where in Page Designer I could find? We have 24R2SU2 thanks. 

In Cloud, when creating a new address for a customer, IFS automatically create 6 address types.  Is there any way to control the types?  We want our Users to be able to create Delivery and Visit addresses, but not Document and Pay.  

In 24R1, on my Business Opportunity Pipeline page, there is a red triangle displayed next to some Opportunities. Do you know what the red triangle represents ?  

Has anyone been asked by a customer that they want to use a WaDaCo transaction that allows them to manually reserve parts to be shipped to the customer order rather than use the automatic reservation oir manually reserve the customer order line. Thoughts???  We are drafting a CRIM spec to do this.

Dear Community, Apart my own doubts, I promised I’d find out.We would have very niche case, where single Work Order / Customer Order (with inventory parts too) would be needed to be shared between multiple (2 or more) customers. Like repair of shared assets.According to the users on Apps9 it was possible to do via Staged Billing, by sharing order to multiple line, invoicing first, and then changing the “invoice Customer” on actual customer order. Currently cloud (23R2) does not allow you to change invoicing customer on customer order when something has been invoiced. Found out doing it other way around by removing invoice customer works, but this seems to be unintended functionality. Is there other proper way to do this, instead of making multiple customer orders and using non-inventory part lines?If I recall correctly, something similar could be done on Sales Contract, but we do not have that module currently. -T

Hi,Save the bookmark with the dynamic filter and not the dates: