Distribution (CRM, Commerce)

We have had a demo of CRM Outlook Panel.We have seen that when we save an email with attachments using the function “SAVE TO CRM”, the business mail is created, and attachments are checked in as separate documents in IFS in addition to the email itself. This limitation in functionality will create a lot of duplicate documents in IFS Document Management when document from IFS is sent as attachment in email and checked in as business mail.Are there any parameters or functionality which can be set to be able to check in email as business mail included attachments? Functionality should support following scenarios:email included attachments as one document (user can open attachment when viewing email) only attachments email and attachment as separate documentsGrateful for any ideas or experience with CRM Panel and IFS Document Management

Hi All, I have a situation where we want to use ‘Unit based Sales pricelists’. We have a huge number of sales parts, all belonging to the same family and having same price strategy in function of volume. However, it might be that a customer negotiates a specific price for an inidivual sales part belonging to that product family. So I was thinking about ‘Customer Agreement’ - ‘Deal per part’,  because this special price would only be applicable to that one customer. Alle other customers would still use the regular ‘Unit based’ pricelists for that part and the related product family. Howver, in order to use ‘Customer Agreement’ - ‘Deal per part’ I need to use ‘Sales Part Base Prices’, but it seems you can’t select parts belonging to a ‘Unit Based’ Sales price Group. Is that correct? Is there a way to combine these 2? Or do we need to change the part from a ‘Unit based’ sales price group to a ‘Part Based’ Sales price group and add this to a new sales price lists so the normal customer use

The warehouse is having some issues with processing this customer order. They are getting an error msg about Cost Bucket 110-I is not set up. upon closing out the order in IFS we got a notification that there was an issue with the cost bucket. Can someone please check and advise?

Hello,Where can text size and/or text color be adjusted? For example, in attached image, the text under ‘Location No’ and ‘Warehouse’ is too faint and too small, especially when using mobile devices. I’m assuming this is configurable in IFS and not necessarily the machine. Also, changing the theme to Dark or otherwise don’t help. Respectfully,Tony

Hello everyone,I have a question regarding Aurena contexts. We have a certain policy in our company that tells me to hide some columns in a few views for certain users. And here comes the problem, knowing that "any" user have ability to switch the context by adding to the address :scope=<name> I need to apply changes  on the global context, creating a new one under a mysterious name known only by the administrator. When deleting columns in the global context, they are also deleted in the newly created context, where I would like to keep them all. Unfortunately, setting visibility on columns does not work properly, that is, it does not work at all and does not hide  them at all when it’s turned off.Is there any other way to solve this issue? Because deleting each column to then re-add it in a newly created context completely does not appeal to me....

Hi all,Apps 10 upd 11 /& upd14.There is a rmb on the customer screen to sleep.What is the point of this button? i cant find any help docs on it.All i can see it is doing is putting a session db lock on for 11 minutes which is most unhelpful.   

Can you change the default copy options for Customer Order? We don’t want to have to uncheck options we never use.Thank you,  

HI All, We have requirement , where business is looking to implement PO authorization rules based on cost center in IFS8 version, where as PO authorization rules donot have criteria as cost center .Can anyone please suggest any solutions here. 

I have created one Document phrase with two languages (English and German). When I try to connect the phrase to Sales part I cannot connect Phrase ID, only actual translation of the phrase. So when Invoice is printed and Document Text is added there it will only add translation attached to sales part. SO it will actually not add document text based on Customers Language on the invoice layout as it should.How can I get Document Text Phrase translations working for Sales part.We have IFS10 Upd10Jarkko Seppälä

Cost entry error on raw material produced bad costing transactions through out the system specifically Customer Orders.   Is there a way to reverse the negative costs?  Processing the return did not with the current corrected costs in the system.   I was thinking that we would have to change the costs to the wrong amount, process the return then put the correct cost in and invoice the item.

IFS Community,We are finding the auto-reservations is not reserving materials to the CO Lines in order by the Planned ship date. What is the field used to determine what is reserved first and is there a setting we can change to ensure the auto-reservations is using the Customer Order Line Planned Ship Date?

Error created when I generate invoice from work order. Please guide. What the reason behind this???

We are in the process of an upgrade from V9 to Cloud with the noted versions.  We also have a requirement to move from Vertex Q Series Version 5 which is the only compatible version with V9 to Vertex O Series version 9 which is required for Cloud.  We are being told that there is no upgrade path from Q to O series either for the configuration or the data.  The configuration we can live with and understand, but losing the data for all customer orders/invoices done prior to the upgrade has become a significant problem.  We have a need to be able to reprint invoices for up to 10 years, but don’t retain hard copies of all of that data, only about the most recent 3 years is in the database.We are now faced with the need to print out 165,000 invoices in order to have a retained copy of the invoices after the upgrade since we won’t be able to reprint them after the upgrade is finished.I’m asking the community to see whether any other North America customers have 1) gone through this process?

Hi, On the customer order page (B2B IFS CLOUD), I would like to add a button to print the order confirmation.Do you have any idea how to do this?

Hello Community,We’re using Apps 9 and I’m trying to set up Reliability statistics at customer order level (on time in full delivery of an order v promised date). We have multiple lines on many orders. I can create statistics for delivery v promised date for all lines that were shipped, but that’s not quite what I’m looking for.Can anyone suggest a method?  Do I need to combine it with backlog somehow?Thanks for your help 

Dear Community We have found that terminals delivered to us MC9300 have the newest Android version (11) installed and we are observing issue with proper running of IFS Scan It. The problem is that when the process starts, there is no focus set to any field in the screen. Did any of you experienced the same issue within new Android version? Is there a plan to combine the MC9300 and Android 11? Thanks for any help in that case.

Is anyone creating a dispatch route for trucks including timing of stops?   We would also like to attach pictures when the driver arrives and makes the delivery at the site.

If we turn on “Execute Order Change Online” it is very helpful for multi-site (site 0) orders to change instantly (dates, qtys, etc.), but we have come across an issue for blocked orders being released. We get this error message when unblocking the order on site 0 and cannot move forward. Is there a setting we are missing that will allow orders to be unblocked online?  

Using a non-inventory sales part on a customer order line, is it possible to RMB to Order Line Details > Order Line Discount to update the discount on this type of part number? In App9 I’m currently unable to because it is grayed out. It is available on a customer order line with a sales part number entered. We are unsure if this is an access issue or set up this way.  We have a preference to use RMB option as we can choose the Discount Type which has certain General Ledger set up associated with it. Manually entering into the Discount % column will calculate the discount but not flow into our general ledger appropriately.Thank you ~

I would like to understand whether we can automate a current right-click option within one of the IFS screens.  This would be to run nightly with set parameters.This is on the Sales Part Base Prices screen. This would ideally run every night. There is not currently a database task for these.-- Add New Sales Parts-- Add New Sales Parts to Sales Price ListsIf possible, can you please instruct how and we will implement into our non-production environment?

Hi, I’m looking for a way to check price freeze automatically on customer order lines in Apps 10. Is there a way to set the default value as selected in a base profile or somewhere else? Worst case scenario, I guess we could create some kind of event to check the box when the order is released. Any help is appreciated.Mike  

Hello IFS Community,We are having issues that when we update our External Customer Orders for Cancellations, Quantity  and/or Planned Delivery Date changes, that if there is a pick list printed, reservations on items or a shop order started on a pegged Shop Order, t allows the Customer Service to make these changes without any error or notifications.  It does push messages to the Incoming Change Request for Customer Orders, but we have many changes and this message queue is very labor intensive.  A question is are we using best practice to make these changes to the External CO? Or should we be changing the Internal CO?  If we change the Internal CO, will it provide an error message to the Customer Service team and/or once that changes are made, will it update upstream to the Internal PO and Internal CO?

Hi,We have an integration that picks up a XML-file and uses a BizApi to create receipts in IFS 9.Everything works fine in our PROD environment.But in TEST env it behaves very strange. Problem is that the messages are processed and gets status Finished. But no receipt is created.In PL/SQL I have executed the methods that the BizApi uses. Then there is no problem. Receipts are created correctly.Any ideas about this?

I have a report rule to print multiple COPIES of a layout but if the layout is more than 1 page it will print # copies of page 1 then # copies of page 2.  How can I get it to print page 1, 2, page 1, 2?  There is no explanation anywhere about the DuplexMode, PrintConfFileName, SpoolFileName Action Properties  for this Action. I’d like to know if the DuplexMode would be used for this purpose? Documentation on the Report Rule Action Properties is terrible - just some feedback.

i have created a purchase order type 6 linked to a disposition Shop Order.  i send my part with my customer order. i receive my repair partafter inspection, i see that my supplier did not the job properly; i have to return the part. But the system doesn’t want to create a return with a PO type 6.i need to keep traçability with my WO Structure