Distribution (CRM, Commerce)

We have a multi-company environment.Company A manufactures a serialized blank and sells it to Company B.Company B finished the serialized part and sells it to the end customer.The end customer discovers a quality issue in the part and returns it to Company B.Company B determines the quality issue is a result of processing done at Company A.How can this part be returned to Company A for credit?

Hi Team,I have a requirement where Distributors wants to know the stock level prior to place an order from B2B client.Is there a way to switch Sites and observe the stock levels of each entity? 

We are mapping PDF orders and passing them through ICO, to follow the same path as our EDI orders.  Our PDF orders are being created as Single Occurrence Addresses though. In ICO, we are providing the EAN Address Location - Delivery which matches the Customer Address - “Customer’s Own Address Id”, which is how we connect the EDI orders to IFS customer addresses.  What am I missing?   Are there additional fields required that we are not mapping in ICO to load the Customer stored addresses instead of the the CO creating a Single Occurrence address?

We are facing an issue where items reserved by a Work Order (WO) cannot be packed into a Handling Unit (HU). Our goal is to group these reserved items into a single HU so that we can move them as a whole to the work center.However, IFS does not allow packing as the items are already reserved for the WO. Canceling the reservation is not an acceptable option due to process constraints.Question:What is the recommended way to handle this scenario in IFS? How can we pack reserved items into a HU while keeping the reservation intact and still be able to perform a bulk transfer to the work center?​@IFS ​@IFS Community ​@IfS Comunity ​@IFS Elite Solution Experts ​@IFS Global Consulting Services ​@IFS RD Product Management TYAnna 

Does any one have some samples of xml files to be used on EDI flows for IFS 10?flows we are using and testing in a portuguese customer are:Receive Files for Customer Order Customer Order Change Purchase Order Confirmation Supplier Dispatch Advice Supplier Invoice Purchase Price Catalog Sent Files Customer Order Response Customer Dispatch Advice Customer Invoice Customer Agreement Price List Purchase Order Purchase Change Order RegardsVS

When invoicing have blocked lines by mistake.I now cannot find the orderHow do I find the order and unblock so I can invoice the whole order please

Issue with Same Day Delivery Orders in Quick Customer Order Registration – IFS 24 R1Since upgrading from IFS 22 R2 to IFS 24 R1, we’ve encountered an issue when creating same day delivery orders using Quick Customer Order Registration.The 'Wanted Delivery Date/Time' field in the order header no longer updates the 'Planned Delivery Date/Time' or 'Planned Ship Date/Time' in the customer order lines as it did previously.Expected Behaviour (in 22 R2): When raising an order, the 'Wanted Delivery Date/Time' defaults to the next working day. For same day deliveries, our Sales Team would update this field in the header to the current date. This change would automatically flow through to the 'Planned Delivery Date/Time' and 'Planned Ship Date/Time' in the order lines. Current Behaviour (in 24 R1): The 'Wanted Delivery Date/Time' and 'Target Date/Time' match the amended date from the Quick Customer Order Registration header. However, the 'Planned Delivery Date/Time' and 'Planned Ship Date/

Within IFS21R2 new functionality becomes available for presenting a product assortment.When I use non-inventory sales parts only I don't see the parts.Are they to be configured in a certain way or are only inventory sales parts allowed/shown via the B2B portal?

Hi everyone,In our IFS environment, we want to prevent users from creating direct purchase orders that exceed a specific limit without first going through a quotation process.Specifically, if a user tries to create a purchase order (without a preceding quotation) with a total amount greater than 20,000, the system should block this action when they attempt to release the order and show an appropriate error message.I’m considering implementing this via a custom event, but I’m looking for best practices or recommendations from the community: Has anyone implemented a similar validation for order limits? Would a custom event tied to the PurchaseOrderHeader and triggered before release be the right approach? Is there a preferred way to check if the order is linked to a quotation or not? Any advice or examples would be much appreciated!Thanks in advance.

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?