Distribution (CRM, Commerce)

This will include the questions related to CRM and Commerce.

  • 1,094 Topics
  • 2,921 Replies

1094 Topics

L
Sidekick (Customer)
LMWMMJOHNSOSidekick (Customer)
asked in Distribution (CRM, Commerce)

Business Opportunity Custom Menu

Is there a way to change standard business logic or rules in IFS IEE? Our marketing team does not follow certain rules and wondering how I can check what rules or logic is standard and if it can be modified in the backend.

1
Sandun Madola
Hero (Employee)
1 year ago
K
Sidekick
kamal
asked in Distribution (CRM, Commerce)

PO approvals based on Cost center

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. 

1
K
Sidekick
1 year ago
arebbeadle
Hero (Customer)
arebbeadleHero (Customer)
asked in Distribution (CRM, Commerce)

Coordinator field on Customer Oders will not auto populate

I created a new “User” and setup the “Person” and created a “Coordinator” and assigned to a group but the coordinator will not auto populate on the customer order screen. We have other users that auto populate their coordinator when creating a customer order but not this new user. We upgraded to APPS10 UPD11 4 months ago, is it different in APPS10?What am I missing?  

1
matt.watters
Superhero (Partner)
2 years ago
J
Do Gooder (Customer)
jaylee78Do Gooder (Customer)
asked in Distribution (CRM, Commerce)

Does anyone have manuals for page designer - custom attributes/entity/enumeration [AURENA]

Does anyone have tutorials/manuals for page designer - custom attributes/entity/enumeration [aurena]

1
B
Superhero (Employee)
1 year ago
A
Do Gooder (Employee)
Anthony DDo Gooder (Employee)
asked in Distribution (CRM, Commerce)

Apply Fixed Delivery Freight on Shipment

Hello Community, I’m trying to apply a fix amount of delivery freight on each shipment. To that, I'm trying to use delivery freiht management. It's working good but I have to check manually flag "Apply Fixed  Delivery Freight" on each shipment. Do you know if there is a standard way to automatically check flag “Apply Fixed Delivery Freight” with IFS standard ? Thanks!Anthony

1
R
Hero (Employee)
2 years ago
ALHAGMO
Hero (Customer)
ALHAGMOHero (Customer)
asked in Distribution (CRM, Commerce)

Apps 10 - Correction invoice: need to change / zero out the discount

We have created an invoice with 5% discount on header level.Now we need to take the discount out, as we have agreed with our customer that the rebate will be subtracted at a later date.Who can help with this? In the correction invoice it is not possible to change the line discounts. Thank you for your feedback!!  

1
K
Do Gooder (Employee)
2 years ago
eqbstal
Superhero (Partner)
eqbstalSuperhero (Partner)
asked in Distribution (CRM, Commerce)

What type of part is needed to see via B2B Products

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?

1
eqbstal
Superhero (Partner)
2 years ago
TimJoaojS
Do Gooder (Partner)
TimJoaojSDo Gooder (Partner)
asked in Distribution (CRM, Commerce)

Match PO Receipts - Change Pre-Posting Manual Supplier Invoice

Hello, Environment: IFSAPPS10Does anyone know how to make availabe/unavailable the change of Pre-Posting on Manual Supplier Invoice, at the moment of Match PO Receipts?On a Race environment I’m able to change it, but I have another environment (from one customer) and I’m not able to change anything.Example of race environment and where I’m able to change:Thanks in advance!Joao

1
M
Sidekick (Partner)
1 month ago
L
Do Gooder (Customer)
LPKFEHRMANNDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Setting default value for Lead Address

Dear Community, we are currently implementing IFS Cloud and tried to set a default value for the Lead Address.We tried to use the Page Designer but could not find the right settings. Does anyone have an idea how we could set the default? Thanks a lot in advance, Alena 

1
C
Hero (Partner)
1 year ago
T
Do Gooder (Employee)
Thilini WijesingheDo Gooder (Employee)
asked in Distribution (CRM, Commerce)

Scheduled Task Creation

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?

1
Thilini Aluthweediya
Hero (Employee)
1 year ago
V
Do Gooder
vs.sukeshDo Gooder
asked in Distribution (CRM, Commerce)

Automatic Reservation for full and partial picking from Handling Units

Hi , Could some one please explain how to setup automatic customer order reservation in IFS Cloud, for the below scenario.Our handling units are stored in 5 levels (Tier A,B,C,D,E) A is the lowest and E is the highest.We have divided tiers into 2 zones (C,D,E as highest zone and A,B as lowest zone). Standard size of Handling unit is 22 cans(18 ltr each).If the customer order qty is 22 cans or multiples of full qty of handling units, system should reserve pallet from highest zone with the earliest expiry date ie. from C or D or E based on expiry date. It is easy for a picker to pick full pallets (handling units) from upper levels using a forklift .If the customer order qty is 5 cans (less than full qty of handling unit), system should reserve cans from lowest zone with the earliest expiry date ie. from A or B based on expiry date. It is easy for a picker to pick few cans from the lower level than climbing up and picking.If the customer order qty is 47 cans( 2 full handling unit and 3 pi

1
F
Hero (Employee)
2 years ago
arebbeadle
Hero (Customer)
arebbeadleHero (Customer)
asked in Distribution (CRM, Commerce)

Can you change the default copy options for Customer Order?

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

1
E
Do Gooder (Employee)
1 year ago
H
Sidekick (Customer)
HAYLEY.WILLIAMSSidekick (Customer)
asked in Distribution (CRM, Commerce)

Customer Consignment Stock - Change Delivery Address

This question relates to a closed question with the same title, that I submitted a while ago:   We added a new line with the correct Delivery Address ID. (Below is a TEST example for my next question What is the process to move the Consignment Stock Qty from Address 1 to Address 2?  Would that be an RMA?

1
Vimukthi Mahakumbura
Superhero (Employee)
1 year ago
C
Sidekick (Customer)
craryitSidekick (Customer)
asked in Distribution (CRM, Commerce)

Importing Mass Amounts of Distribution Orders

Is it a bad idea to import NEW distribution orders into IFS via sql insert statements? My gut tells me that it won’t work correctly. I imagine that when you create a Distribution Order in IFS it creates data in multiple tables that would cause issues if I only inserted into the main DO table.  Thanks!

1
Charana Udugama
Superhero (Employee)
2 years ago
M
Sidekick (Partner)
mick.colpittsSidekick (Partner)
asked in Distribution (CRM, Commerce)

setting up schedule on Right Mouse Click option

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?

1
S
Superhero (Customer)
1 year ago
D
Do Gooder (Customer)
DBowkettDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Customer Order Delivery Reliability

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 

1
Asela Munasinghe
Superhero (Customer)
1 year ago
C
Do Gooder (Employee)
CanDo Gooder (Employee)
asked in Distribution (CRM, Commerce)

Sales Contract Best Practice

 Hi,  I did not find detailed information about Sales Contract. It would be very useful for me get e. g. Best Practice for instance “Tenders in the public sector”, how IFS calculating the prices in different set ups, and other information’s. Many thanks. Regards Can

1
Lumini Sahabandu
Hero (Employee)
2 years ago
C
Hero (Partner)
CKOppBoxHero (Partner)
asked in Distribution (CRM, Commerce)

FSM : Travel Distance Calculation

Hi Team,In FSM, do we have any functionality which can assist in calculating the Travel distance (in KMs) for the distance travelled by Technician between the statuses ENROUTE to ARRIVED (assuming the GPS is captured at status changes)

1
Jon Reid
Hero (Employee)
1 year ago
R
Do Gooder
r_tebaniDo Gooder
asked in Distribution (CRM, Commerce)

Stored Procedure under IFS cloud

Hello,Have one question :)Is it possible to create Stored Procedure under IFS cloud ?If yes what kind of knowledge does it require?Need  is to create Stored Procedure and call this SP from IFS custom event !Br,Rafik

1
waidyah
Do Gooder (Partner)
1 year ago
T
Hero (Customer)
TosohLBlumHero (Customer)
asked in Distribution (CRM, Commerce)

Won/Loss Sales Quotation/Business Opportunity/Estimate

Our workflow is to create a Business Opportunity for a customer request.  From there we create an Estimate for Engineering to estimate the product.  Then we create a Sales Quotation.When we go to track the won/lost on these, we have to mark the quote line won/lost, then go to the business opportunity and mark the line won/lost, then mark the business opportunity header won/lost, then mark the sales quotation header won/lost.At each step, we have to choose the competitor and the reason.  Is there anyway to tie these all together so we don’t have to do this 4 times to close out one quote?

1
R
Do Gooder (Partner)
2 years ago
S
Do Gooder (Employee)
salawson222Do Gooder (Employee)
asked in Distribution (CRM, Commerce)

Risk Field on Service Quotation

​​​​​​I have two questions: 1) What is the “Risk” Field on the bottom right relating to a service quotation? 2) Is there any way to have the “Sales Part No” automatically populate on a service quotation? I am forced to enter it manually on every Service Quotation. Thanks!  

1
Rusiru Dharmadasa
Superhero (Employee)
2 years ago
C
Do Gooder
CurPatryGDo Gooder
asked in Distribution (CRM, Commerce)

Print Shipment Pro Forma Invoice - empty invoice

Hi, I'm new so I'm sorry if my question is chaotic. I work in APPS10.We would like a solution on how we can get charges included in the Shipment, so that it can be included in the customs invoice which is formed from the shipment.The problem is that when I get to the field PRINT SHIPMENT PRO FORMA INVOICE- the invoice itself comes empty. Like it can not read information from Shipment.Is there anyone who can help?     

1
C
Do Gooder (Employee)
1 year ago
N
Do Gooder (Customer)
NkadamDo Gooder (Customer)
asked in Distribution (CRM, Commerce)

Auto Reserve for Shipment

Hi All, We are trying to figure out a solution for the following scenario when we reserve inventory for a shipment. We have multiple warehouses under one site. We ship all product for a shipment from one warehouse. When using the RMB Reserve on the shipment, IFS reseves material from multiple warehouses within the site. We would liek to restrict the reservation for a single warehouse within the site. Is there configuration that can help us achieve the same. We are on Apps9. Thanks. 

1
S
Superhero (Customer)
2 years ago
J
Do Gooder (Customer)
jaylee78Do Gooder (Customer)
asked in Distribution (CRM, Commerce)

If I delete/update items/records, where are the data archived?

If I delete/update items/records, where are the data archived?

1
S
Superhero (Customer)
2 years ago
D
Do Gooder (Partner)
darenickDo Gooder (Partner)
asked in Distribution (CRM, Commerce)

Add Service Order Supply Code to a Shipment

Want to confirm it is NOT possible to add a customer order line with a Supply Code of “Service Order” to an IFS Shipment.   The customer order line is a non-inventory sales part.  I found it possible to add a non-inventory part to a shipment, but not when the Supply Code is “Service Order”.It appears that way, but need to confirm I’m not missing a setup step. Thanks for your help.   

1
R
Hero (Employee)
1 year ago

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