Distribution (CRM, Commerce)

LCS Case G2325718*************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?

Hello Heroes, I am looking for the best way to enter & track our Customers’ Industry Classes in IFS. Ideally this would be a native field in the Customer record, but I have been unable to find something appropriate. We are considering a custom field, but would prefer to avoid it. Our customers’ come from many industries (Chemical, Life Sciences, Oil & Gas, Metals & Mining, etc.). Thank you,Natalie Wood

Hi community,We are using IFS apps 9. We need to close one customer order where Header status is delivered.and for some lines it is invoiced closed and for some lines it is delivered.Lines are having supply code as Inventory Order.How can I close this customer order. Require your valuable support on this subject..!! Regards,Deepak Nawale   

Has anyone had any experience with ZUGFeRD format Invoices?My understanding is that they are essentially PDF/A format documents but I am trying to find out whether IFS Operational Reporting can support them directly.

Hello We are using Aurena Apps 10.When some members of the team (but not all) try to create a fully-fledged Customer from a Lead or a Prospect, there’s an error stating they don’t have permissoin to do so.We have checked permissions and can’t see anything wrong - does anyone know why this error is appearing? Many thanks,Kezzia

We are looking at using Purchase Order Authorization Rules to require our Commodity Managers to review and approve changes made by Buyer to POs.  I set the rule and the PO requires requires authorization before initial release and it requires a change order to raise the price on the PO.  However, if I have a change order pending approval, the PO can be received and matched at the old price with no warning of any kind that there is a pending change order.  Is there a way to stop the receipt or matching if a change order is pending?

I’m trying to confin an order received via EDI and I get the below error message.Apparently I’ve all the information, Sales Part Cross Reference and so on,Thank you for your suggestions.  

When we approve order quotation system giving an error “The process type of the Requisition and proposed order should be same”. Can someone please help. 

Hi All,Under 22R1, a new sub-tab has been introduced for Supplier records under the Address tab, named as: "OUTBOUND ADDRESS INFORMATION". There is no information included about this tab on the help text page.Could anyone highlight the functionality behind this new tab - OUTBOUND ADDRESS INFORMATION?Thank you,Vindya.  

Hi Team, When intercompany purchase order created, in the PO line level - address details, single occurrence automatically selected by the system.Can I get more details why system select single occurrence check box automatically.

(1) For Aurena, in the Business Activities screen, how can I show the following fields as separate columns ...Business Opportunity IDBusiness Opportunity DescriptionOpportunity StageStage DescriptionOpportunity StatusOpportunity Main Representative (2) In the Business Activities screen, can the Activity ID be a hyperlink so I can directly access the Business Activity (rather than using the three dots in the left column and then Details link to open the Business Activity).

Hi, I have not found any information’s about: (Address Types Pay/PrimaryContact and SecondaryContact)  Does anyone have information about this, functionality and/or where this is used? Many thanks. BR Can 

Hi All, When i checked Basic Data translation for return Causes, I could see that some of the Return causes having some installation text for  gb , PROG, and en . But other Return reason only have gb and PROG . It doesn't have record for en why?If user  now create record for en it will not have installation text .  What is the reason for missing en records for some of the return reasons and What is the reason of installation text going missing when I create a new record ( should it  be something derived at the time of installation or upgrade ?)Thank you Kanchana 

Effective July 1, 2022, Colorado imposes a retail delivery fee on all deliveries by motor vehicle to a location in Colorado with at least one item of tangible personal property subject to state sales or use tax.The retailer or marketplace facilitator that collects the sales or use tax on the tangible personal property sold and delivered, including delivery by a third party, is liable to collect and remit the retail delivery fee. Deliveries include when any taxable goods are mailed, shipped, or otherwise delivered by motor vehicle to a purchaser in Colorado.The fee also needs to be listed separately on customer invoices. Now if you put in a sales charge connected to the customer that is based in Colorado, you could perform this automaticallyBut has anyone figured a good way to cover single occurrence shipments into the state?  or where the customer based in Colorado ships it outside of the state so you don't collect the amount?     

Hi  for inter company orders, when CO is Released, ICPO created automatically .but PO is automatically sent by the system, Can I know where is the control to do this manually ,to stop system from sending order automatically 

When we try to convert a Sales Quotation for a customer with Cash In Advance payment terms, we get the following error: Tax Code is mandatory.  When the apply tax is checked. We are using external tax program Avalara and I can see where that call was successful, but the quote will not convert.

Hi  we have set up “ site to site reservation and availability set up” as → “Not visible for planning/Released co” Still IFS shows demand in other site planning.are we missing any other settings.? Thanks for your support

How to register arrival when different Uom from supply source? We have intersite orders where the demand source unit of measure is different from the supply site and I can’t do register arrival of the PO. How can I complete the process? If IFS allows the parts to be order entered with different UoMs then it should allows us to register arrival?  Am I missing a step? Is there a way to convert it or do we need to cancel order and make sure both UoM are the same?Thank you,

HI below is the errornot able to Release CO“"supply country of the shipment source does not match with site country shipment is not created for the source”"   

Hi all,Curious if anyone else has some across a strange issue I noticed in a customer environment:Version: Apps 10 UPD 13 - Aurena & IEEIssue: Somehow when the Distribution Order was released, the internal Customer Order created was for the incorrect Customer ID.In the below scenario, we would expect the the internal Customer Order in Site 100 would be created against Demand Site internal Customer: 200, however, this did not occur -- instead, somehow, the internal customer ID was 300 which is the internal customer for an entirely different Site.  When the material was shipped from Site 100, the SHIPTRAN were created, however, no subsequent ‘Move to Internal Order Transit’ transactions (INTOORDTR) were created.In other words, the material is a bit stuck as we are unable to receive this into Site 300 or Site 200.  Has anyone encountered this or have any other suggestions?Seems maybe a DB change is required?Thanks! 

When an invoice is printed where the part lines contain Price Source = Unspecified, the parts do not print on the invoice. What is needed to print the part on the Invoice?

Hi All,We can enter an Additional Expected Cost for a customer address and ship via Code in the Supply Chain Matrix for Customer window. But whether this value is shown in Customer Order or Customer Invoice? Thanks. 

Hi , We need to migrate 150 intercompany customer order from legacy system for GO live with “Released” status.order is already processed by supplier and supplier will deliver directly to customer after 30 days from GO live. Now problem is once order is “Released” its create intercompany PO and its Released also.How close intercompany PO and CO as supplier is not processing this in IFS as its migrated data.how manual closing can be done in this case. 

I have a custom field on CUSTOMER_INFO for Site.I want to have my list of customers separate based on siteWhen a user tries to populate/search customers, it brings the results from all sites.I want to restrict the search/populate to show the results from their respective sites only.How can we achieve this ?

Anyone ever seen this? It’s only one user getting the error but I can’t find the magic setting to save my life. It happens when she attempts to to add package parts / kits to quotes . Any guidance would be appreciated,  Scott