Distribution (CRM, Commerce)

Hi, I’m trying to bring project ID and description from Project Definition Page to Business Opportunities Page.Is there any linkage between the 2 pages? If I edit the page designer on the Business Opportunities Page, is it possible if I put Project data  in the Library?

We are running Apps10 UPD10We have a general inbox where all emails that come into that email address will be logged in Business Mail.  Is there a way to automate this so we don’t need a user to go through all of the manual steps?

Hi, Until V10 in marketing campaign is was possible to send email with function “Merge mail”.that function does no more exist in 21R1. Question :  in 21R1 what process/solution we get to send email for several  contacts based on documen template.Thanks in advance for your answer. BR/ Emmanuel

We have a strong request from Poland to be able to have Customer Orders placed in currency EUR so that prices are fetched from Agreements in EUR. But Customer Invoice should be in local base currency PLN. Exchange rate should be delivery date for materials. This is something similar that is there for Russian Localization but functionality is also needed in Poland.Is there any solution for that. 

is there a way to automate the part costing automatically instead of running each and every step manually after changing the price in supplier for purchase part. we are using standard costing method. Once the supplier for purchase part price is changed , each time we have to go to part costs , run the cost for cost set 6 then run all level part costing , then copy cost set to cost set 1 . 

I’m trying to delete two customers created by mistake, as prospects.I’m receiving the following error message in the debug console. ORA-20105: Assert.IS_VIEW: "" is non existing view.The only information displayed on screen is: "" is non existing view.The customer form have three custom objects, can it be related to those? I have tried to run the form without them and then delete the customer - but same result.Since there is information missing in the error message it is a bit hard to know where data or connections are missing. I can’t see any mandatory fields that are missing data either. 

IFS9Is there a way to easily compare Permission Sets and find which permission set has missing accesses granted?  My two situations:Recently copied PROD to TST. Changes were made in TST, but not in PROD and changes not documented. Is there an easy way to determine what was changed in TST? We realize we could copy TST back to PROD, but we’d like to identify what this change was. Two Similar custom permissions sets created 9+ months ago. Can we compare them to each other to determine which ones have accesses the other doesn’t?We are using Apps9 

Curious how others are using Contacts and Comm Methods specifically around how configuring emailing Reports.  Do you use both tabs?  Do you have your contacts set-up as separate Comm Methods?  Do you just use Comm Methods or Contacts?

I am getting an error while updating functional object description in Equipment object navigator screen and  It has view and column detaiils in the error. Tried dictionary refresh and reloading custom objetcs still the It has same error.screenshot below for reference : Appreciate any help :)Thanks in Advance.Regards,Amitesh

Hivemind, can you help?We are close to go-live with Apps10 in Aurena.We use the current FX rate for incoming Customer Orders, however we increase the exchange rate on Sales Quotations in order to protect us from potential market fluctuations as they’re valid for three-months. Is there a way of adjusting the rate on an individual Sales Quotation?Thanks in advance. 

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