Distribution (CRM, Commerce)

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.

 Hi,I was wondering whether we can merge CRM accounts (Category = Customer) if they are not connected to any objects or do not have any transactions in the system.One of our customers using IFS Cloud has integrated IFS with an external POS system. They import CRM accounts from POS system and save these as customers (category = customer). The CRM account is labelled as duplicate, but we cannot see the “Merge Account” command on the header to merge the duplicate with the original account.I understand that merge account work ok for prospects but couldn’t find a document explaining any limitations or why it’s not supposed to work for new CRM accounts when the category is customer. Is this the intended behaviour for CRM accounts of type “Customer”, even if duplicate records don’t connect with any objects or do not have transactions previously recorded in the system? I would like to see how other customers handle duplicate checks and merge CRM accounts when they import accounts directly from

I have found IFS Cloud that when the ‘Price Freeze’ toggle is enabled in a ‘Sales Quotation’ Line the opposite setting is shown on the ‘Sales Quotation Lines’ view.If you make a change on the ‘Sales Quotation’ it makes the opposite change on the ‘Sales Quotation Lines’.I have looked in Apps9+10 and the setting on the SQ is the same as the SQ Lines…Any information / feedback would be appreciated or is this a know issue?  

I purchase a lot controlled item from a supplier whose price at the time is $1.40.  Because this is a commodity type item (aluminum bars) whose prices fluctuate and our customer updates their standard costs monthly with the the CURRENT price of the material from the supplier ($2.00), when I do a return for credit, I get a financial transaction that shows the difference. But how do I notify/charge the supplier for the 60 cents difference so they can “pay” me?  The optimal way I think of this is PERHAPS use cost per lot batch but the customer doesn’t want to use that; opting for a standard cost per part.

After entering value of PrePosting in Purchase Requisition line (for a non-inventory part) and Purchase Order Line which is generated from purchase order, only M91 transaction does not have a value entered in Pre-Posting. But M92 is having this option.  When we check the basic data setup it shows as follows: However customer is having following business requitement. Customer  implementing a project in the company whereby the enterprise site 1 is being split operationally.Work tasks and purchase orders are still raised under enterprise site 2, but at a pre postings level customer will have different values to represent the two separate entities within.Subsequently on the pre postings the code part b (site) value will contain site 1 or site 2 values which are copied across from the work task to the purchase order lines.M92 is correctly pulling the pre posting site value from the PO receipts; however there is a disconnect with M91 since this is not using the same value and instead is usin

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   

We are migrating to Cloud 24R2 from App9 and have several Report Rules that utilize Tray Printing.  I am not seeing that as an option in Cloud Report Rule Actions.This is an example from App9 - in Cloud the Tray information ended up in the same line as the Printer Name.  Is that just the way it will be configured there? 

Hello all!Our organization recently updated from Cloud version 23R1.8 to 24R2.5. With the update we have run into an issue when attempting to use the “Create Customer Order” command button on the Business Opportunity page. Specifically, if a business opportunity contains lines that span multiple sites this button used to create multiple customer orders (one for each site) but now it produces an error that states “The Site Object Does Not Exist”.  We have tested this with a mixture of different sites and customers with no luck yet.  It doesn’t appear to be an issue with basic data.  We are working around the issue by using the “New Customer Order” command button on the line level and creating the orders separately with that method but returning to using just one command would be ideal. Any ideas what the issue may be would be greatly appreciated! 

Hi All,Looking to move to a new B2B platform in the near future. Anyone have any recommendations for IFS Cloud integrated E-commerce platforms that we could evaluate. I realise its pretty broad but it would need to support multiple branded sites, price lists, order processing, inventory levels and shipping automation.Reagards,Alex

We shipped some parts on consignment to the customer.  Then consumed the consignment, but the system does not show the order in Create Customer Invoices.We have used customer consignment many times before and it always worked fine.  Can anyone think of what might be stopping the invoicing of a consignment order?IFS 10 UPD9

Hello, I’m trying to use “Save to CRM” functionnality from CRM Pannel and it’s loading forever when saving the email. The email appears in IFS but email body is never received by IFS.I tried to regenerate the manifest file and re-import it into Outlook. I also tried to change some CRM/SRM Pannel Settings. I tried go back to old outlook version. I tried on several emails including one with no attachment and only text in the body. Nothing changes it’s still not working. It used to work fine, do you have any idea of what is wrong ? Thank you,Kind regards

Can't upload pictures from iPhone (CRM Companion 10 app v 1.8) but download works - sales reps can't upload pictures taken on their iphone  (iOS 16.1.1 on iPhone 13 Pro Max to IFS APPS10 UPD 15. In the screenshot below, you see the 3 files related to the customer record.  Notice the first one was downloaded successfully from IFS to the mobile app.  The other 2 files failed to be uploaded properly to IFS Apps 10 and subsequently failed to be downloaded when the user tried to view the documents.In the screenshot below, you see the 3 files related to the customer record.  Notice the first one was downloaded successfully from IFS to the mobile app.  The other 2 files failed to be uploaded properly to IFS Apps 10 and subsequently failed to be downloaded when the user tried to view the documents.In IFS APPS 10, 3 documents are shown under the customer record, but the 2 files uploaded from Mobile cannot be viewed.  Only the 1 file that was directly added through IEE is viewable. 

We recently (last month) upgraded from IFS APPS10 to IFS Cloud 22R1 (Update 5)One of our users is having an issue whereCreated a new default location for the part2. Created the transport task with new location3. Tried to receive part but the new location does not populate. They are able to manually add in the new location, but this is time consuming and is not how the line is supposed to behave. The new location should be populatingThoughts on where to start? 

We have more than 9000 background jobs with this method every day.Anyone know what’s the trigger of it and what this procedure does?

We have just upgraded to 24R2 and I’m trying to change the default value for a customer order to the identifier reference from the Customer. I have the Value in the Site set to this: ${CustomerInfo.IdentifierReference} but I’m unsure how to filter to the particular customer selected by the user.

When converting a Lead to a Customer, we ‘d like to make the Account No field read only or hide it from view, to prevent users from manually entering details.How do we do this in Cloud (23R1), is is possible? 

The default is set to "Same as To Location" Is it possible to change the default to "Same as From Location" 

I manufacture parts that re then stored on a pallet, or in IFS speak, a Handling Unit.  But when I go to ship the items on a shipment, it appears that I need a master or parent handling unit  before I can attach the handling unit line items to the shipment handling unit structure.  Why cannot I just reference the handling units of the parts to the shipment. For example, I may have part 22047 in 2 different handling units (603 and 604).  When I create a shipment, its forcing me to add a “parent” handling unit (“Truck”) so I can then attach handling units 603 and 604. It seems and unnecessary step that I have to add already created handling units to a master handling unit on a shipment.

Is it possible to block the print dialogue for Staged Billing when printing a Customer Order Confirmation?Around 30% of our Customer Orders require staged billing profiles.Currently, the global sales team has to close the additional print dialogue as we do not need to print it. Every time they print an order confirmation, IFS wants to print the staged billing too, it’s only one click, but it is tiresome for the teams and we are hoping to switch it off or make it voluntary at least.

In my tenure, I have worked with several automotive suppliers and their customers will often send a transaction for multiple lines of either multiple parts or the same part.  These lines  may have different customer PO numbers.  However, iur customer order lines don’t seem to allow that by design thus FORCING our customers to generate separate customer orders for the one incoming transactions. YEs, we can combine orders for the same customer, ship-to, etc. on a shipment but I would think we still need to allow our customers to adjust/enter the customer PO number and customer PO lone number on OUR customer order lines..Thoughts?

Hello, I have a client that has a distribution order with the same “Planned Receipt Date” as the customer order “Planned Delivery Date”.They want a one-day buffer between them. We have changed dates in the Supply Chain Matrix, lead times, safety lead times, etc. and still the dates are the same. I did not think this was standard functionality.Am I missing something?  

 The Business Calendar in IFS Cloud is topping at 4pm ?Any possibility to adjust the view ? Most users require a time span of 8am-6pmThe only option is: “SHOW FULL DAY”, which makes the calendar twice as long as needed and unfortunately, this setting is not saved in the personal profile. 

Hi colleagues,We have a customer who is able to produce and ship the demanded part quantity the same date the customer order is created (with ‘today’ as wanted delivery date). They will then, create the customer order (CTO process), handle the shop order process and delivery at customer’s address all in the same day.Usually they stock WIP and when needed they are pulled to build and ship the same day. Before agreeing the ship date they need to be sure they have enough materials (including WIP) and they want to use the capability check for that purpose.However Capabiilty check will consider as not feasible anything that is planned earlier than first working day after today’s date so capability check and same day shipping are not compatible.I got some questions:¿Is the availability check an alternative for them? I mean, setting the availability check for the whole structure (I guess that will impact performance) since apparently the constraint is not on the manufacturing capacity but in

Is it possible to run sub-contract on inter-site transaction and directly create such as register arrival from demand site?

IFS CLOUD 24R2 - Hi all.I am looking to configure a discount approval matrix within IFS Cloud and would appreciate your guidance on where to set this up within the system.Our company requires a structured approval process based on the discounts applied to sales orders and quotations, with specific approval limits defined by user roles. Here’s a brief overview of our requirements: Role-Specific Discount Caps: Different users (e.g., Account Executives, Retail Managers, Retail Senior Managers) have varying authority levels for approving discounts, which should trigger the appropriate approval workflow based on the discount amount. Approval Hierarchy: Discounts above certain thresholds must escalate to supervisors, managers, or the Head of Department for approval. Discounts:Salesperson: 5% limit to $600 dollars Supervisor: $600 to 10kManager: 10k to 50kDirector: >50kCould anyone provide insights on where in IFS Cloud I can configure this sales discount approval matrix?Specifically, I