Distribution (CRM, Commerce)

This will include the questions related to CRM and Commerce.

  • 1,091 Topics
  • 2,911 Replies

1091 Topics

bhaktiutama
Sidekick (Customer)
bhaktiutamaSidekick (Customer)
asked in Distribution (CRM, Commerce)

Excel Migration for Customer Order (Header Detail)

Hi all,Please help. I have an issue migrating data using Excel add-on tools. It use two package API : CUSTOMER_ORDER and CUSTOMER_ORDER_LINE Error when generating the Customer Order Line.Field [ORDER_NO] is mandatory for Customer Order Line and requires a value.Method List, header & detailRelation on Order_No Hope this can get the Order No value from the previous API FAILED: The Customer Order Line cannot get the Order No generated by Customer OrderThank you all,Regards,bhakti

3
bhaktiutama
Sidekick (Customer)
2 years ago
Jinal Ranathunga
Sidekick (Employee)
Jinal RanathungaSidekick (Employee)
asked in Distribution (CRM, Commerce)

Aurena page 'Customers - CRM' is not editable

Hi,In Aurena when you go to ‘Customers - CRM’ ( Relationship Management > Customer Relationship Management > Customer > Customers - CRM) it is not editable. I know that it can be edited by selecting details as shown below. But if you go to Application Base Setup --> Enterprise --> Customer --> Customers it is editable as you can see below. Is there any reason for this?Thank you,Jinal

5
Jinal Ranathunga
Sidekick (Employee)
1 year ago
E
Sidekick (Customer)
ElaineebiSidekick (Customer)
asked in Distribution (CRM, Commerce)

Customer Order Email Address

Apps10 UPD9 - I have customer and invoice emailing working .  My question is can you have a different email address for the customer confirmation and then one for the email invoice?   If so, what is the magic for doing this?

5
S
Superhero (Customer)
2 years ago
V
Sidekick (Partner)
VanChampSSidekick (Partner)
asked in Distribution (CRM, Commerce)

Clean up of Customer Orders

Hi All, Kindly let me know the purpose of following check box . To my knowldge Invoiced/Closed or Cancelled  can not have any reservations  BR Champika

6
M
Sidekick (Partner)
2 years ago
william.klotz
Superhero (Customer)
william.klotzSuperhero (Customer)
asked in Distribution (CRM, Commerce)

Automatically Cancelling Order Lines Not Shipped

Hello, We have several customers who wish us to ship any product we have available to ship but they do not wish to have the remaining lines or quantities back ordered for future shipments.   We are releasing the quantities not available from the shipment so we can complete, deliver and close the shipment. We would like IFS to automatically cancel the unshipped lines from the customer order so the order will be invoiced/closed once we send the invoice.  Does IFS have any built in functionality to cancel the order lines unshipped or would we have to create a custom event and action to accomplish this task? Regards,William Klotz

3
william.klotz
Superhero (Customer)
2 years ago
C
Do Gooder (Customer)
chfschradj
asked in Distribution (CRM, Commerce)

Using payment terms to add amount to invoice for credit card payments

Using payment terms to add amount to invoice for credit card payment. We want to add a 3.5% on some invoices, thinking payment term is the way to go since it is based on the amount of the invoice and we don't want to manually calculate this fee.  We want to add a 3.5% on some invoices, thinking payment term is the way to go since it is based on the amount of the invoice and we don't want to manually calculate this fee. Therefore we have a payment fee for credit card payment that will add 3.5% to the invoice amount and that amount would go to an account for credit card processing revenue.Will this work ? and if so, Is there special setup steps to make this work?  

3
K
Sidekick (Customer)
2 years ago
K
Sidekick (Customer)
klorimerSidekick (Customer)
asked in Distribution (CRM, Commerce)

Customer Order line not invoicing

VS10 - I have customer order lines only going to Delivered State and not allowing me to invoice.   The customer is Internal customer and all settings are set up as our VS8 database but all my orders in VS10 just stop at state Delivered ??

11
S
Hero (Employee)
2 years ago
ZTC ZTC JGOTA
Hero (Customer)
ZTC ZTC JGOTAHero (Customer)
asked in Distribution (CRM, Commerce)

What will be the smart way to reverse a customer order from "Invoiced/Closed" to "Partially Delivered"?

Hello Community,I wondered if there is a better way to reverse a Customer order from "Invoiced/Closed" to "Partially Delivered" without running a SQL update directly to the customer_order_tab?Can it be possible to run the modify (API) to do the reverse?Thanks,JL

2
Kanishka Dilana
Superhero (Employee)
2 years ago
SaraCrank
Sidekick (Customer)
SaraCrankSidekick (Customer)
asked in Distribution (CRM, Commerce)

Inter-Site Order - EDI Coordinator Missing

Has anyone had issues with Inter-Site orders stopping because of an error message that states the EDI Coordinator is missing for the customer?The customer has the EDI Coordinator filled in and when I RMB to Approve it, it defaults to the correct coordinator. We are on IFS10, UPD10

2
SaraCrank
Sidekick (Customer)
2 years ago
HumbertoFloresD
Sidekick (Customer)
HumbertoFloresDSidekick (Customer)
asked in Distribution (CRM, Commerce)

How can i migrate a Lobby From IEE to Aurena

I Create a Lobby in IEE and in the client type i select Aurena but when i try to open this lobby in aurean Doesnt WorkHow can i solve this situation ? Regads! 

5
lopespetro
Hero (Customer)
2 years ago
M
Sidekick (Customer)
mlcscottonnSidekick (Customer)
asked in Distribution (CRM, Commerce)

Duplicate Business Activity invite in Outlook

When we create a business activity in Aurena and sync to outlook we are getting 2 invites showing up in our outlook calendar?I have checked my person record and I only have one email address assigned to me. Has anyone had the same issue?Thank you

1
Anushi Seneviratne
Hero (Employee)
2 years ago
Asela Munasinghe
Superhero (Customer)
Asela MunasingheSuperhero (Customer)
asked in Distribution (CRM, Commerce)

Document Text in Shipment lines

I set ‘Replicate’ at Customer > Order > Misc Customer Info > Replicate Doc Text. Added Doc text at CO line with the output type CO. At Order release, Shipment is created. Shouldn’t the Doc text be inherited from CO line to the Shipment line? Or is it only for the intersite orders?Nor can I manually add Doc Text to the Shipment Line. Did I miss anything? The goal is to have Doc Text in the line of the report Shipment Delivery Note.    

4
Asela Munasinghe
Superhero (Customer)
2 years ago
R
Sidekick
RoanyNFSidekick
asked in Distribution (CRM, Commerce)

How can I see the status of each line in shipment window?

I connect the customer order to a shipment. when I go to the shipment window I would like to see the status of each line like I see in the customer order ( reserved, release, etc.)  the thing is the I don’t want to return to the customer order to see which lines are on reserved, release or picked because I will waste time. How can i see the status of each line on shipment? 

8
william.klotz
Superhero (Customer)
2 years ago
T
Sidekick (Partner)
ThakshilaSidekick (Partner)
asked in Distribution (CRM, Commerce)

How to set default Address Presentation to a company

Hi Folks, Could you please show me the way how to set a default address presentation for a company? Best Regards,Thakshila

4
T
Sidekick (Partner)
2 years ago
K
Do Gooder (Customer)
KatjaHilsDo Gooder (Customer)
posted in Distribution (CRM, Commerce)

Customer - Address - ASC Data - Documents // site specific

Dear Community, We have several sites in different countries in our company. The customer base with addresses is used globally. We partly have an issue with customers that are used by different sites in different countries. There are different country-specific or customs-specific requirements for the documents. In addition, our business covers different industries, which have different requirements for the documents. However, up to now it has only been possible to link one document at a time (delivery note, forwarder, transport, etc.). In order to meet the different requirements, additional, duplicate addresses always had to be created up to now. This inflates the address database a lot and makes it confusing. It was therefore suggested that it would be helpful if the Documents tab in the Customer, Address tab, ASC Data for [...] sub-tab could be created on a site-specific basis. Since this is an extension of existing functionality, this should be considered in future versions of IFS.

3
S
Superhero (Customer)
2 years ago
S
Hero (Employee)
Sameera PereraHero (Employee)
asked in Distribution (CRM, Commerce)

IFS Apps 10 - Purchase Order Header / Line - Create API - Projection

The client would like to create an interface with Dell Boomi between our Apps 10 and an external software. This interface should create Purchase Order headers and lines in Apps 10.The clientwould like to ask, which API projection can create Purchase Order header and line?  

3
B
Sidekick (Customer)
2 years ago
U
Do Gooder (Partner)
UpekshaDo Gooder (Partner)
asked in Distribution (CRM, Commerce)

Inter site profitability postings

I need to know how to determine the site profitability using Inter site profitability postings, in the same company inter site flow. The check box ‘Inter site profitability postings’ is selected in the Company > Distribution tab > Order sub tab.

1
Asela Munasinghe
Superhero (Customer)
2 years ago
T
Sidekick (Customer)
TERKRTISidekick (Customer)
asked in Distribution (CRM, Commerce)

Changing sales part from Noninventory Sales Part to Sales Part

HiAnyone know how we can change a Sales part from non-inventory to inventory? We want to use the same part number for the inventory sales part such that our sales personnel and customers don’t have to worry about it.Br Kristian

3
M
Superhero (Partner)
2 years ago
HumbertoFloresD
Sidekick (Customer)
HumbertoFloresDSidekick (Customer)
asked in Distribution (CRM, Commerce)

How Can i pass Parameters from a Page to a Filter

I Have a Page Lead  and When i Click Customer_crm  i need pass the customer ID ,  to the filter when i click the customer -CRM i need pass the customer id to this filter It is possible?Thank you for the Help. 

3
R
Hero (Employee)
2 years ago
T
Do Gooder (Customer)
Tenecia.SeeleyDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Closing an RMA

We have an RMA where the only thing we have on it is a charge line, no Return Material Lines.  That charge line has been approved for credit and processed.  We cannot get the RMA to close.  Any help would be appreciated. 

6
Asela Munasinghe
Superhero (Customer)
2 years ago
T
Do Gooder (Customer)
Tenecia.SeeleyDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Purchase Order Direct Ship Via Logic

Hello!When entering an order with supply code of purchase order direct, how does the ship via hierarchy work on that?  Our expectation was that the PO would inherit the ship via from the customer order.  Example:Customer Order → Delivery Info →  Ship via of Next Day Air Purchase Order → Misc Order Info → Ship Via created as Standard Ground Purchase Order → Part Order Lines → Purchase Order Line Address → Delivery Information → Ship Via created as Standard Ground 

6
Rasika Lakmal
Superhero (Employee)
2 years ago
A
Do Gooder (Employee)
Adrien Jean-CharlesDo Gooder (Employee)
asked in Distribution (CRM, Commerce)

Cannot Scrap in Receipt RMA

ISSUE/QUESTION:Hi all, I wish to understand why I can’t scrap my part. What are the reasons of this issue.Can it be link to acess ? ENVIRONMENT: IFS 10 UPD8receipt RMA: RMA:supply:chain analysis: Thanks in advance,Kind regards, Adrien

6
A
Do Gooder (Employee)
2 years ago
T
Do Gooder (Customer)
Tenecia.SeeleyDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Cycle Count Warning Message

We have a remote warehouse we are trying to pull a cycle report on but we are getting the following error message: 

3
Rasika Lakmal
Superhero (Employee)
2 years ago
P
Do Gooder (Customer)
pramodka46Do Gooder (Customer)
asked in Distribution (CRM, Commerce)

Purchase order charge distribution on single line

Hi,If PO had one line with qty 6 and charges of 100 EUR attached it.if we receive partial qty 3 number, than all the charges will come qty 3 , this lot batch will carry all charges and 100 EUR charge will come with it. anyways , we can split charges for single line based on qty..? qty 3 - 50 EUR charges,qty 3- 50 EUR charges, total qty 6,     --.> 100 EUR charges.

6
Asela Munasinghe
Superhero (Customer)
2 years ago
T
Do Gooder (Customer)
Tenecia.SeeleyDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Customer Consignment Stock - Order Line Status

We consumed a qty on the customer consignment screen.  Customer order line shows history of invocing as well as showing the invoice itselft as (PaidPosted) however the line is still showing as delivered and we cannot return items until the line status changes.  Any ideas?

6
Rasika Lakmal
Superhero (Employee)
2 years ago

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