Distribution (CRM, Commerce)

Hi! In the Business Opportunity Management lobby, when filtering the data with Page Parameters, How does the Days filter work? I understand you can add an amount of days to the filter. For example “365”. Which 365 days does the data show? 365 from now forward, is today in the middle of 365 or does it work in other ways? How does the Period filter work? What options do I have there to use? How could I best filter the Opportunity Estimated date, to show only projects estimated to close current year?  

Good Morning, I am reaching out as my customer would like to use the Business Opportunity module to manage their sales pipeline.Currently, it is possible to create a Sales Quotation, Sales Contract, or Service Quotation directly from a Business Opportunity.However, when creating a Service Quotation and passing its status to accepted, the Quotation created is linked to previous Service Module not to new Service Management Module.Has there been any communication or roadmap indicating when Business Opportunity will be integrated with the new Service Management module? Additionally, will it become possible to create a Request for Quotation or Request for Contract from the Business Opportunity?Thanks in advance for your answer,

Hi,  I’m wanting to use the automation between Sales Contracts and Business Opportunities - whereby when I create a Business Opportunity and then create a Sales Contract from that Business Opportunity, if I add or remove lines on my Sales Contract the Business Opportunity is updated. This works really well for having an accurate pipeline etc. with no duplication of data entry between the BO and SC. However, once the Sales Contract is activated and we create a Project using the Sales Contract - I no longer want the link between the Business Opportunity and the Sales Contract. I would need the Business Opportunity to become “static” a bit like once you create a Customer Order from a Business Opportunity, it doesn’t auto update.  Is there any way to achieve this using OOTB? Why would customers want to the BO to be continuously updated AFTER an active Project is linked to the Sales Contract (which is linked to a Business Opp).  Struggling to see the use case for this functionality.  Curren

In IFS Cloud, 24R2 SU6, a core defect (confirmed by IFS Case) was identifiedThe ORA-06502 error message only appears when the lot number of the part being shipped is 13 or more characters. When the lot number is less than 13 characters the error does not appear.

The Status fields to choose from are Cancel; Hold; Close; Won, Partially Won; Lost Infact, Won; Lost; and Partially Won are not Statuses but States. Why are Status and State in the same Status bar? We now have problems with salespersons choosing the state WON or LOST from the Status list, which still keeps the BO active as the status should have been Closed and then choose Won or Lost from the popup. Is there any way to hide Won; Lost and Partially Won states from Status bar?  

Here is an example: Issue #1 -  the sales qty should update to 40 not the original 44.  I believe this quantity is updated during the invoicing process of the order.  I verified that simply reserving the amount does not update the qty.Issue #2 and the issue I am asking about, I need the Swell allowance to be calculated on the total line/order value AFTER ALL OTHER ADJUSTMENTS ARE APPLIED. How can this be accomplished in an automated way?

In IFS9 , we used a custom field when creating Business Activity. Sales reps could choose from a drop down list one or several labels (e.g. different product groups or important trends such as COVID). This helped management and R&D to easily find relevant information from the Business Activities withouth manually going through hundreds of activities. In IFS9 this custom field was searchable with filter function. In CLOUD, the filter function have been removed for custom fields in Business Activities. Was this itentional? Is the function returning?

Hi All,I am seeing following error when report picking for project inventory. I am using pick by choice with in the same project but belongs to different activity.  Here is my inventory part in stock record.  My CO is project connected to the activity 100000069 but in manual reservations I can see both the activities related stocks as its under one project.But when I try to pick by choice with a different activity in the same project I am getting this error. Anyone know whats the issue with this?Thanks,Chamath

Idea:Capture Source on Leads in CRM Companion (Source ID / marketing attribution) ProblemMarketing/source attribution exists in CRM (e.g., sources for Accounts and Opportunities), and lead management is fully documented in the web client. CRM Companion covers Leads as an entity, but there’s no documented way to set a lead Source on mobile—forcing later desktop entry and risking data loss after marketing events/activities.Why it matters Accurate campaign ROI and channel performance tracking (events, conferences). Reduces rework and prevents attribution gaps when leads are created in the field. Proposed solution (mobile UX) Add a Source field (drop-down) to the Lead create/edit form in CRM Companion. Respect existing CRM source basic data and validation (same list as web). Acceptance criteria When creating or editing a Lead in CRM Companion, user can set Source from the same dictionary used on web (read-only if restricted by configuration). Source persists offline and synchronizes

Idea:Add Confirm / Progress Sales Process action for Business Opportunities in CRM Companion ProblemIn the web client a BO is created with Unconfirmed status and can be progressed/managed via sales-process actions (incl. Confirm/Process). CRM Companion lacks a documented way to confirm/progress a BO on mobile, forcing reps to wait for desktop and delaying funnel governance.Why it matters Faster stage hygiene from the field; BO lands in the correct process immediately. Cleaner reporting and automation that hinge on BO status/transitions. Proposed solution (mobile UX) On BO detail, expose a Process / Confirm button mirroring the web’s sales-process command set for the current BO state. Advance Stage: validates required actions, then moves the BO to the next stage. Acceptance criteria Creating a BO in CRM Companion results in Unconfirmed status (same as web); user can perform Confirm from mobile after choosing the correct sales process. Available actions match web permissions &

Another individual asked this question 3 years ago and never got a response, so I’m trying to ask again:Is there a setting or option to prevent certain sales parts from never getting a discount %? We are looking to see if we can replace our current CRM process with IFS, but in the current CRM, we do not allow for the discount of Extended Warranty (% charge) or Installation Service (NI Sales Part).  So we would need a solution for both a charge and a Non-Inventory Sales Part.

In a multi site scenario (Demand and Supply sites exist), can the demand of the Dmand Site ie- 700 pcs in week 25 update in the Supply on week 23, assuming a 2 week lead time between 2 sites? , if so what are the configuration and settings that needs to be done?   In addition can the total demand for a month be cumulated to one day as all deliveries are done only 1 day per month?

Is there  a way in 25R1 that we can the cursor land in the customer number field when entering a new customer order?

Running to an issue on the below.  EstimatedSignDate on logical unit of Business Opportunity. The filter on the advanced list in Aurena is not working. EstimatedSignData = '#THIS_YEAR#'. Please advise on how to write this in the advanced search of the list view.   

Hi, We can add Related Account (referance to another customer - Customer B) to a SalesQuotation belonging to Customer A.When we open Customer B - we can not see which Sales Quotations are ralated to this customer. Do anybody knows where to find it (overview of related SQ to a customer)? Account CRM does not contain this information.Br.Barbara  

Hi,after converting a lead to business opportunity, IFS create automatically a background task named :CRM Business Opportunity inference request ( Business_Opportunity_API.Inference_Request_Deferred__ )but this task always falls in error :The [ML_BUSINESS_OPP_CLOSE_STAT] setup is incomplete. Please train and activate the model before using.do you have any idea about this task ? how to disable it or how to fix it ?because I searched in DB tasks and events but I didn’t find any task with this name Thnk you.Regards.

Within an assortment node, if items have different price units, it is mandatory to repeat the assortment node for each price unit in the campaign's assortment tab.In our company, we have over 200 nodes that have at least two different price units.We don't want to apply different discounts based on the price unit, but only one discount per assortment node.How can we apply a discount to all items within an assortment node? Thanks, Fabrice

When creating a new business opportunity in Aurena a user receives the below screen only upon selecting a value in the customer field of the business opportunity. I believe this is a permission set issue, but unsure of the next steps to take. Please advise.   

We are looking into creating a collaborative way of working with sales projects (business opportunity), where not only sales, but also our support persons (designers/calculators) work becomes visible and part of the sales process. I have identified this could be done both using Case or Business Activity.Are Cases going to be part of IFS in the long run or will it be replaced with Assyst some day? Are there other ways to send request (tasks) to company personnel, and get it linked to an opportunity (or quotation)? What module/way of working are tested and best practice for the idea below? The “idea” in short: PurposeCreate a simple, structured way for Sales to hand over design and installation related work inside CRM, track progress end to end, and reduce coordination outside the system. Scope Create “Support Requests” from a CRM Opportunity  Standard request types (Design/Calculation/Other) Status tracking: Not started → In progress → Completed  Due dates, ownership and priority H

Need assistance on Advanced Searches on List Views within Aurena. See image below. What am I doing wrong?  As you can see from search I am trying to see only certain stage values, but results are bringining in all. Please advise correct query. (ProcessId = 'UNI_SALES_PROCESS') AND (StageId ne '100' OR  StageId ne '90') Also, what language is this? Is there documentation?  

I’d like to add a custom field on on the list view Business Opportunities. We are currently on IFS Aurena, please advise.   

In CTO, the description entered under “Part Configuration Description” is what gets printed on the Customer Quotation/Order Confirmation as the description. Is there a way to bold, underline or italisize certain text within the description?  This would help with readability on the customer-facing documents.  I was hoping some operators like <b> </b>  or surrounding text in *this* would work, but they appear not to:  

When I first login to IFS Cloud (24R1) and release a customer order I receive this error “Execution exception.sender thread caused by ifs.fnd.connect.senders .connectsender$temporary failure exception: exception while sending data caused by: java.net.socketexception: connection reset.”  I release the order again and the error goes away.  It seems to be the first time I log into the application.  It doesn’t bother me but is not acceptable for end users.We do utilitize Avalara integration, so I am wondering if it has something to do with that.

In 25r1 we now have a delivered mailchimp integration from Marketing Campaigns.  I can’t quite see how to turn it on.  There is a system/template BPA called CrmMailchimpIntegration.  And there is a button on the Marketing Campaign Action to create an external campaign (but the button is inactive).  I believe that the BPA needs to be deployed to activate the button, but the BPA cannot be deployed because it’s a template.  If you copy the BPA to another ID, you can deploy it, but then the button would not know to call that BPA ID?What am i missing…?

Hello,    Is there a way to hide the Customer Order Charge Type so that the customer only sees the combined price of the goods they are purchasing when receiving the order confirmation and customer invoice?  Example - The End Customer only wants to see the Delivered at Place cost on their order, they do not want to see the Freight Charge.  However we need to account for that freight charge and the freight charge needs to go to the correct GL account.  When I enter the Charge Type on the Customer Order that charge will automatically show up on the customer confirmation work order, customer just wants to see total cost including freight in one lump sum.   Thank you,.Joe