Distribution (CRM, Commerce)

NMALKIHero (Customer)

Hi All,while testing the CRM sales process basic data, I am able to delete an action but not a stage ! any way to do it ?Another question, is there is a way to delete a sales process already in use by a cancelled B.O. ? Because the B.O is cancelled, I cannot change her sales process neither delete it :( Thanks

1141

3 years ago

jrauhSidekick (Customer)

asked in Distribution (CRM, Commerce)

Planned Ship Date not updating when changes made to External Transport Leadtime on the Delivery tab on the Customer Order

The External Transport Lead time is not impacting the Planned Ship Date on Customer Orders when it gets adjusted. We utilize the Supply Chain Matrix to get the Lead time based on our forwarder. We have a calendar that is exploded/generated in IFS associated with the Ship Via. We have it working in a test system, can’t figure out what is missing in Production and we are going live on Monday. Any ideas?

6791

3 years ago

Ngerst

asked in Distribution (CRM, Commerce)

Minimum Customer Order Quantity

Is there a way to setup a minimum customer order quantity before shipping product. Say XYZ customer doesn’t like to receive multiple shipment charges but they place orders frequently. Can you setup a way in IFS to say if Customer XYZ’s quantity is over 100USD ship it, if not do not ship it?

3183

3 years ago

JannetteCHero (Customer)

asked in Distribution (CRM, Commerce)

Custom events on save of new supplier record

Hello - I am new to IFS and am after some help with the following. I would like to create an event that when a user creates a new supplier or customer record that IFS should alert the User to input the customer ID/Supplier ID if they have not already done so instead of allocating the customer/supplier a system generated number

1121

3 years ago

Ngerst

asked in Distribution (CRM, Commerce)

Complementary Part Functionality

One of the requirements from our offices is that they are able to add a “complementary” part to a sales quotation, it will show the price but not add the price of that part into the total. So in a case where the customer contacts us for a Sales Quotation. Our team would like to add complementary parts (or what they call alternative parts) on the Sales Quotation. They want to show the price to the customer and potential discount, however, they don’t want to show it in the total. Is this an option within IFS? I know complementary parts exist but it seems to always add them into the total of the Sales Quotation. It seems more of an opportunity functionality rather than Sales Quotation.

3362

3 years ago

HAYLEY.WILLIAMSSidekick (Customer)

asked in Distribution (CRM, Commerce)

History Log - Address Delete

We have History Log turned on within History Log Configuration. for Enterprise > CustomerInfoAddressType for Insert, Update and Delete. Recently, we talked to a user who had deleted an address. Where do we locate the deleted records if we are keeping the details for 270 days?Thanks

1713

3 years ago

Kiyoshi AbeDo Gooder (Employee)

asked in Distribution (CRM, Commerce)

New business opportunity can't be created in Outlook panel

Hello. On Outlook panel in IFS Cloud 21R1, I can not add new business opportunity for my contact - no add icon is visible.New activity can be created for the same contact. How can I configure to enable to add new business opportunity?

1394

3 years ago

mjdaemonDo Gooder

asked in Distribution (CRM, Commerce)

Mass Unreserve Customer Order

Hi Community, we have instances in Apps 9 where we need to re-schedule customer orders and unreserve the stock to be used elsewhere. So far I can only see that customer order lines can be unreserved 1 line at a time. Orders with hundreds of lines are therefore time consuming to un-reserve and I’m hoping there is a way to unreserve a whole order or selection of lines.

1901

3 years ago

robert_gSidekick (Customer)

asked in Distribution (CRM, Commerce)

Close Previous Line - Migration Job

Hi all, I have an excel migration for Supplier for Purchase Part. This allows price lists to be created by users and inserted to the price list tab. However, if a price list is active - this prevents the tool from working. Is there a way to close an active price list automatically before the new price list is inserted?

1152

3 years ago

SHIRAJULSidekick (Customer)

posted in Distribution (CRM, Commerce)

create customer rebate credit invoice

I hope to maintain all related set-ups for discounts in the rebate window, transactions occur. But I can't create customer rebate credit invoice. The following message will be shown when we want to create an invoice but do not create a rebate invoice. If anyone has any idea about this issue please share.

7446

3 years ago

SHIRAJULSidekick (Customer)

asked in Distribution (CRM, Commerce)

how can set-up rebate settlement (periodic & Final)?

In the rebate issue, the rebate transaction is complete, but I can't set the settlement (periodic and final). I have attached the total process that I have maintained. I try a few times using the manual. If someone gives me a demo setup for settling a settlement that helps me a lot.

2112

3 years ago

jdohertySidekick (Customer)

asked in Distribution (CRM, Commerce)

How are the Sales Quotation / Customer Orders linked?

When a Customer Order is created from a Sales Quotation is there a link between the two?In the Sales Quotation itself I can right-click on a Quotation line in it and select “Customer Order” and that takes me to one of the customer orders that was created from the Quotation but when I put a debug trace on it in IFS it doesn’t tell me how it linked it (i.e. what field).Thank you for any replies.

2513

3 years ago

alpamukSidekick

asked in Distribution (CRM, Commerce)

Disable a Coordinator

Hi,How to to disable a Coordinator in IFS10 app, we do not want to appear while listing Coordinators. Thanks.

886

3 years ago

ROXCARANDDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Customer Consignment stock value

Hi, I have a question regarding Customer Consignment Stock. How can we see the cost ( not the sales price on order) for the material we have sent out on a consignment order. If we have for example consumed/invoiced 5 pcs of total 10 pcs, how can I see the cost of the material that is not yet consumed? We are using version IFS10 Thanks in advance/Caroline

3565

3 years ago

Thomas PetersonSuperhero (Employee)

asked in Distribution (CRM, Commerce)

Customer Order - Manual Block Apps 10

Customer Order - Manual Blocking functionality -Per IFS Help - Block Customer OrderExplanationYou can block an entire customer order by using Manually Block Order in the Operations menu. A requirement for this operation is that the customer order is not in the Invoiced/Closed state.When an order has been blocked, it receives the status Blocked, and limited transactions can be performed.The question is --- what are the “limited transactions”. In other words if we use the manual block function - what transactions are blocked and what are allowed? We could test, but looking for a definitive list - what transactions are blocked and what’s allowed. Many thanks.

3984

3 years ago

pramodka46Do Gooder (Customer)

asked in Distribution (CRM, Commerce)

PO change order

Hi We are using IFS application 10.Recently we have upgrade Release from 10.2 to Release 12.After this upgrade , any changes in document text in PO also triggering Purchase order change order.Is this is bug or new process update ..? Thanks you.

4503

3 years ago

chfschradj

asked in Distribution (CRM, Commerce)

Adjusting Customer Schedule line Firm Window

On a customer schedule, the tolerance for schedule line changes on firm status lines currently is set for 2 week where changes by customer cannot occur on those lines. This firm window is set at 2 weeks for schedule lines. How do we change that time frame to 3 weeks in IFS? On the Agreement? On the customer schedule? Somewhere else?

421

3 years ago

WATCOLLLIAMDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Customer Address Access

Customer records are global in the application with various tabs being controlled via company access. Address is not one of these tabs and i need to restrict users viewing customer addresses outside of there assigned country. eg staff in the US can see the customer records of the UK, but the address tab needs to be not visible/hidden. Is this possible?

1551

3 years ago

IlyaSafDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

Error when attempt to delete a customer

Hi everyone,I’m unable to delete a customer in IFS cloud for which I didn’t made any transaction besides just creating it… Here’s the error message. Impossible to find this row they’re talking about...Many thanks for you help ! Cheers,Ilya.

1853

3 years ago

HumbertoFloresDSidekick (Customer)

asked in Distribution (CRM, Commerce)

How i can add a another Option To Source Dropdown in business lead ?

I have the Source Lov in Bussiness lead and i need add an Option to this Lov, but i cant find where i can do that. Somebody Knows. Thank you for the help. Regards.

961

3 years ago

VchandnaSidekick

asked in Distribution (CRM, Commerce)

Customer Agreement

Hi IFS Folks, Good day. I am wondering what is the difference between manual pricing and costing pricing in ‘Update Customer Agreements from Base Prices screen’. When I am using costing pricing it runs background job to update prices but there are no updated done but when I use Manual Pricing it works as intended. Please can anyone explain me the difference. Many thanks.

2552

3 years ago

CheSusumYDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

Coordinator list control by Site

Dear Sirs;How Coordinator list control by site can be controlled?at APP10 UPD6. Regards;Yasuda

1001

3 years ago

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

2753

3 years ago

eric.sunSidekick (Customer)

asked in Distribution (CRM, Commerce)

Return parts from internal order transit issue

Hello,I want to reverse a distribution order from demand site back to supply site. I have cancelled the purchase order receipt in demand site so the distribution order has been changed to ‘In Transit’; and I also created a RMA for the customer order in supply site, but when I receive parts from the RMA with the function ‘Return Parts from Internal Order Transit’, I can’t click OK to complete it. Is there anything missed during my operation? Could you please give me a clue?Many thanks.

4594

3 years ago

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

4516

3 years ago

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Distribution (CRM, Commerce)

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