Distribution (CRM, Commerce)

Hi Everyone,I have a invoice which had a attachment to it as a shortcut file and when am trying to enter posting proposal from Supplier Invoice analysis screen it pops up me a message as below : The page you loaded could not be activated due to errors. Please contact your support representative.File format is not valid. So I removed the attachment from the invoice and its giving me the same error message when trying to enter posting proposal or Manual Supplier Analysis.Can anyone please help on this for solving this issue.Any help will be much appreciated. Thanks 

We are currently on IFS Apps 10 utilizing the Sales Quotation module.  Does anyone know of a flag to turn off update Sell Price when a quantity is changed or the customer is changed.  Sell Price is considered list for us and is changed on a regular basis.  If we select the wrong customer and flip it to the correct customer the Sell Price defaults back to system default.  Same with updating a quantity. Thank You

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

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

Please try to help me the responce to our Customer...We going to start using Inventory Turnover Rate per Period analysis.But we recieve different values of Issued Value from this place and summarize values from Inventory Transaction History.We need to be sure how does it work, before we send this analysis to managers. Here is the example on TEST db:part_no = 1000001contract = PLGDYperiods from 2021 01 to 2021 12and we receive Issued Value = 33036,68 and Average Inventory Value = 2635,91while from Transaction Historypart_no = 1000001contract = PLGDYcreated 2021-01-01..2021-12-31 (Applied Date also)we receive such values of transactions:ARRIVAL        31 534,80INTSHIP        28 321,68INTUNISS                  66,94and from Inventory Value per Period avg. value =  2 303,31end of period    total value    2021-01         1 802,66     2021-02         1

I am looking to create a quick report or lobby that will help with monitoring purchase expenditure.We have a number of report requests, but am wondering how others tackle this issue?Do you use a different solution outside of IFS? Have you found lobbies/quick reports that are suitable? My initial thought was to use a report based off purchase groups, but one of the issues i am having is spend where no purchase order has been created. I have noticed you can manually add purchase groups to the ‘Purchase’ tab on the supplier record which I could report on from the GL ledger and use the purchase group attached to the supplier but i am unsure of the effect of updating these purchase groups. Does it affect any purchase requistion/orders?Any help appreciated 

We have customer requirement where the customer invoice should be issued from different company than where the order is placed. while the goods and services will be delivered by customer order entity lets say US but the customer wants UK to be the PO, Billing and Payment point due to legal issues.Did anyone handled this kind of requirement , if yes can you please provide some guidance .Regards,KN

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. 

Hello, I have a strange behaviour of function Transfer to Project Inventory. Sometime, the function does not offer/show its dialog window. I need to transfer from project inventory to different project inventory. User A:Warehouse Management\Quantity in Stock\Inventory Part In Stock part ID: 1234, available Qty > 0 project: PROJ001, PROJ002,.. (user is member of project team) function Transfer to Project Inventory is available → the function DOES NOT show the dialog window the same part (part ID: 1234, available Qty > 0) no project, it is standard inventory → the function DOES show the dialog windowUser B:the same conditions like user A → the function ALWAYS DOES show the dialog window

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 t

Hello, I created a scheduled Batch Load job to input an external Bank Reconciliation .csv filed saved to a folder location on the server. When setting up the External File Template, I believe I configured the ‘Input Files’ section correctly. I have a File Name and Input File Directory. When I run the Scheduled Database Task, I receive the following error:ORA-20110: ExternalFileUtility.File \\servername\External\BankReconciliation\filename.csv not exist   EDIT: I can upload the external file successfully from the same location using Online processing.Can anyone suggest possible solutions to fix this error? 

Hello!Is there a way of creating a Purchase Order with a direct delivery without use of a Customer Order using the supply code ‘purchase order dir’? Ideally would just like to create a manual Purchase Requisition and select order code 2 but IFS apps 10 seems not to allow this.  Scenario is, need to buy one part number from supplier A and have goods delivered to supplier B who would then deliver to us under another part number

Dear All,When user try to open Business Activities page, he/she always needs to choose time zone. We have one time zone added, but he needs to click it whenever he/she visits this page. Is there any way to set this global or permanently for user.    

Hi,In APPS9, in CRM/…/Business Activity” screen, users with a LTU_CRM license cannot execute RMB “Create Outlook Meeting” : error occurs … System.NullReferenceException at Ifs.Application.CrmCalendar.MeetingItem..ctor. It’s OK for FULL users. Is it a known issue ? Or LTU_CRM is indeed insufficient for this action ?Then, which type of license can be added to enable the RMB “Create Outlook Meeting” ? Thank you     best regards  Jean-Luc Bluem 

Hi, Is there a ready to use lobby element in cloud 21R1 to view customer order lines per planned ship date? There is a one to see orders due for today but no one to check with a specific date. ThanksRoshanga

Hi Team,I am a beginner in Custom event and would like an example on how can I update a field inside the Business Opportunity table (source Id for example) once the opportunity is closed .I believe I must use BUSINESS_OPPORTUNITY_API.Modify_ but not sure of the syntax/ code inside the Execute Online Sql custom event.Thanks  

Context : My client sells services to his customers (so non inventory parts). Following an absence or a lack of service, the customer can ask my client to make appear a line with negative amount in the invoice. How can I achieve that with IFS using Customer Orders ? I saw that the system is built in a way that the quantity and the price in the customer order line cannot be negativ, is there a way to change that ?If not, I read other posts and for example the use of Campaign/Sales Promotions Functionality does not fit this case. So, two options could work but your ideas might enlighten me:1/ I think that IFS is built in a way that I should use discounts in order to do what I want and adapt it a bit. However there are two things I could not fix yet : my client does not work with % and I could not be able to enter an amount, I want to see an additional negativ line in the invoice.2/ I manage to do wha

Hello,I’d like to send an email with iCAL invitation. Does enyone tested this? How to do that? For send email I useing this but I have no idea how to declare attachments like iCAL.Command_SYS.Mail(sender_,                   from_,                    to_list_,                   cc_list_,                   bcc_list_,                   subject_,                   text_,                   attachments_,                   mail_sender_                    ); Best RegardsBartosz.

Our Customer wrote:…..we need to invoice zero price but we can't do it error massage pop up……… Is there any posiility to stopdisplaying such communicate?

Customer Address changes do not update existing customer orders.  We have to cancel and re-enter the customer orders. Even if the order and shipment are updated, it causes issues with labeling and the address will be incorrect on re-assigned shipmentsHow can we overcome this issues

​​​​​​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!  

Using CRM IFS Apps 8, how can I specify on the selection criteria to perform a fuzz search for an account name using “like %”? See below screenshot of the selection criteris. Which buttons on the screen can I use for fuzzy search. Please help. Thanks 

Hi All,How can I add another reason for closing a Business Opportunity. Standard is Win or Lost.I am Not able to find the basic data window for it . Much appreciated.

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!!