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Distribution (CRM, Commerce)

This will include the questions related to CRM and Commerce.

  • 1,203 Topics
  • 3,141 Replies
1203 Topics
H
Sidekick (Customer)
HAYLEY.WILLIAMSSidekick (Customer)
asked in Distribution (CRM, Commerce)
Customer Consignment Stock - Change Delivery Address

We have a customer with an Inactive Delivery Address ID 1: There is a valid Address ID 2 set up on this record. When creating new orders through the Customer Consignment Stock, I’m not finding the screen to update the Delivery Address ID, and get the following error.  How do we update the Delivery Address ID on this screen? The Delivery Address field is not a List Value.   I am not seeing hidden fields.   Thank you,

1131
Rasika Lakmal
Superhero (Customer)
3 years ago
T
Do Gooder (Customer)
TimWaltersonDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Aurena CRM panel - any way to edit commands/choices?

Aurena CRM panel - any way to edit commands/choices? - we are just starting to implement Aurena and CRM - the panel is great - but our colleagues are asking us (IT) to modify CRM panel functions and defaults.  Is there an editor available or?  Thanks!

1131
Annjse
Hero (Employee)
3 years ago
A
Do Gooder (Customer)
arnaudguedonDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
CRM Panel execution not depending on web access

Context : Middleware : V10 UPD6 on premise CRM Panel : UPD6 Navigator :  87.0.664.75  compliant with requirement Office : 2016 compliant with requirementCRM Panel doesn’t load. A blanck page appear with an image “Loading”We tested with the 2 scripts XML we found on the add-on page. We tested the EWS script, this one would be adapted for the on premise installation.Problem :With the navigator debugger, we saw attempts to external Microsoft URL. (office.js,...)Our web proxy doesn’t allow to go automatically on these pages.We tested without proxy : the CRM panel load. We need a CRM Panel execution from the on-premise configuration.How to implement CRM Panel execution not depending on web access with Office 2016 ?Thanks

890
A
Do Gooder (Customer)
3 years ago
A
Sidekick (Customer)
atvanstSidekick (Customer)
asked in Distribution (CRM, Commerce)
Purchase order authorization rule

Hi, We have currently the purchase order authorization rule with Allow change after authorization set to ‘Within authorizer limit’ but we would like to change it to ‘Within Order amount’.For PO’s that have a higher value then when it was authorized we need to revoke authorization and re authorize in order to be able to cancel lines.For PO’s in status received this workaround is not possible since you cannot revoke authorization from received PO. We cannot figure out a way to cancel not yet received line from such PO.Is there a way to work around such situation?/Anna

4751
Dilan Senevirathne
Superhero (Partner)
3 years ago
lglover241
Sidekick (Partner)
lglover241Sidekick (Partner)
asked in Distribution (CRM, Commerce)
Replace Menu with Custom Menu

In Apps 10 Trying to create a custom menu on a business lead that searches for an address. If no address throw an error if an address exists then continue with conversion. Here is the code: DECLARElead_id_ varchar2(100)    := &LEAD_ID;found_    number := 0;   p0_ VARCHAR2(32000) := NULL;   p1_ VARCHAR2(32000) := &LEAD_ID;   p2_ VARCHAR2(32000) := &NAME;   p3_ VARCHAR2(32000) := NULL;   p4_ VARCHAR2(32000) := 'Prospect';   p5_ VARCHAR2(32000) := NULL;   p6_ VARCHAR2(32000) := '10';   p7_ VARCHAR2(32000) := 'FALSE';   p8_ VARCHAR2(32000) := 'TRUE';   p9_ VARCHAR2(32000) := '*';CURSOR get_add is select 1 from &AO.BUSINESS_LEAD_ADDRESSwhere lead_id = lead_id_;BEGIN open get_add;fetch get_add into found_; close get_add; if found_ = 0 then error_sys.record_general('Sales Process' , 'Add an Address');else&AO.Business_Lead_API.Convert_Lead__(p0_,p1_,p2_,p3_,p4_,p5_,p6_,p7_ ,p8_,p9_);end if; END; I keep getting the error message 

28012
L
Sidekick (Customer)
3 years ago
D
Do Gooder (Customer)
DERGERKENSDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Cancel quotation with a deleted configuration

Need help to cancel a Sales Quotation, it is in Status Revised. When canceling we only get an error message that “The Configuration Spec does not exist”. Someone must have deleted Configuration ID. How to solve the problem?

811
Anushi Seneviratne
Hero (Employee)
3 years ago
E
Sidekick (Partner)
EntNananNSidekick (Partner)
asked in Distribution (CRM, Commerce)
Applying Sales Promotion Deal

Hi,Can anyone tell me what are the steps i should follow to apply a sales promotion deal to a customer order?[i am trying to do this in apps-9]Regards-Nahin

2625
E
Sidekick (Partner)
3 years ago
Mark.Feldpausch
Sidekick (Customer)
Mark.FeldpauschSidekick (Customer)
asked in Distribution (CRM, Commerce)
Site-Customer Combination

Reading in IFS Help about order types, I came across this:  “A default order type defined per site-customer combination has the highest priority, default order type on site has the next priority and default order type on customer has the least priority. “ Can someone tell me what a “site-customer combination” is?I know how to set defaults by customer and by site, but not “customer-site” combined.

1881
J
Superhero (Employee)
3 years ago
N
Hero (Employee)
Nethmie PasqualHero (Employee)
asked in Distribution (CRM, Commerce)
Discount in PO header

Why is it not possible to put discount to the PO header level?Although it is possible to add it as a negative charge it then results in a wrong tax calculation. 

1051
S
Superhero (Customer)
3 years ago
K
Sidekick
kamal
asked in Distribution (CRM, Commerce)
is ther any option to exclude sq lines with zero price from print SQ

 Is there any standard functionalityto exclude sq lines with zero price from print SQ report in IFS8. Can anyone please check and update me.

702
Minoshini Fonseka
Superhero (Employee)
3 years ago
Drausenhaus
Sidekick (Partner)
DrausenhausSidekick (Partner)
asked in Distribution (CRM, Commerce)
Customer Part Codes 1-n and n-1 realtion with IFS Part Codes

Case: IFS Customers customer uses part codes different from what IFS Customer uses internally. There are 3 specific cases which are described in the attached sheet which mainly focus on 1-n and n-1 relationship. Sales Part Cross Reference was the obvious first functionality to investigate, but that didn't work out. Any help and experience with comparable situations, is highly appreciated!(realtion = relation not allowed to update the title  )

961
Drausenhaus
Sidekick (Partner)
3 years ago
A
Do Gooder (Customer)
Ana FigueiredoDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
I can not Deliver an order

Hello,I am trying to invoice one order and I made already the pick up but now I want to Deliver the order and the option it’s not available.

1986
A
Do Gooder (Customer)
3 years ago
T
Do Gooder (Customer)
Tenecia.SeeleyDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Customer Order Line Status - Not changing to Invoiced

We have a customer order where we have 2 staged billing lines on.  The lines have been completely invoiced and have also been completely delivered.  The lines are still showing delivered as the status instead of invoiced/closed.  Why?

2165
Dasuni Samarakoon
Hero (Employee)
3 years ago
V
Hero (Employee)
Vindya WijesingheHero (Employee)
asked in Distribution (CRM, Commerce)
Main Representative functionality in Customer window

Hi all, When a user is connected to a Person ID, reference screen shot below: the system automatically makes the above Person as the Main Contact Representative in Customer window since, the user is also connected in CRM & SRM Basic Data– Representative window.  Customer Window:  But in Customer window CRM Info tab, there is a separate Main Representative connected.  Please let me know why is the application picking the logged in user as the Main Representative despite Main Representative is already connected in CRM Info tab. Is this is a bug?, if not please explain the functionality.  Thank you. 

3583
L
Hero (Employee)
3 years ago
A
Sidekick (Customer)
atvanstSidekick (Customer)
asked in Distribution (CRM, Commerce)
Pick by choise for customer owned material

Hi, It seems the option ‘Pick by choise’ used from shipment - Report picking of picklist lines does not work if material is customer owned?Is that a limitation to this functionality?We are running IFS 10 upd 3

1877
Lahiru Dissanayake
Hero (Employee)
3 years ago
R
Do Gooder (Employee)
RAPIPLDo Gooder (Employee)
asked in Distribution (CRM, Commerce)
Server Error in CRM Customer

HI Each time when I opened CRM customer window i received an error :I worked with https://ifspsc1-d02.demo.ifs.cloud/ Database error occurred. Contact administrator.        Url: https://ifspsc1-d02.demo.ifs.cloud/main/ifsapplications/projection/v1/CrmCustomerHandling.svc/Customers(CustomerId='FR_AIRBUS')/CustomerCrmInfoArray?$select=PotentialId,LoyaltyId,SourceId,EmployeeCountId,YearEndPeriod,Turnover,CurrencyCode,MainRepresentativeId,MainRepresentativeName,KeyAccountDb,BusinessLeadId,BusinessLeadName,CustomerId,ReferenceType,Note,Objgrants,luname,keyref&$expand=TurnoverCurrencyRef($select=CurrencyCode,Objgrants,luname,keyref)&$skip=0&$top=25        Date = 2021-07-13T14:18:13.878Z        Request Id = 9d098bb7-1f0d-458b-8330-f32b8b2197d8        Client version = 21.1.1.20210329033206.0 Any ideas ? 

1865
Susith Setunga
Superhero (Employee)
3 years ago
B
Sidekick (Customer)
BORDERSB
asked in Distribution (CRM, Commerce)
Bill Only Invoice for Physical Product

We are currently on Apps8, in the process of moving to Apps10.On occasion, an error is made and we don’t bill a customer enough for a physical product.They agree to be billed the correct amount.What is the best way to charge the additional amount, using the specific physical sales part from the original order (for reporting and accounting purposes), but not moving inventory? 

1306
B
Sidekick (Customer)
3 years ago
T
Do Gooder (Customer)
Tenecia.SeeleyDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Background Job Message

We recently ran across this backgound job message and I am not familiar with it. COMPANY101PROJECT_IDADSCDORCHEEXCLUDED_STATUS1 EXCLUDED_STATUS2 EXCLUDED_STATUS3 SUB_PROJECT_IDACTIVITY_SEQ Any help is appreciated!

1253
Dumeesha Wanigarathna
Superhero (Partner)
3 years ago
N
Hero (Employee)
Nethmie PasqualHero (Employee)
asked in Distribution (CRM, Commerce)
Sourcing Rules for partial sourcing

Using Sourcing Rules to select Supply Codes, can this be used to PARTIALLY source the Order Line requirement from inventory, and then raise an order for the remaining balance? I have tried to use this to select Invent Order and then Purch Order Trans, but IFS seems to only be able to select the option that can FULLY deliver the quantity required, and does not allow a partial supply based on Invent Order and then order the rest from a supplier based on Supply Code Purch Order Trans. Can I assume this is not possible?

1561
Susith Setunga
Superhero (Employee)
3 years ago
D
Do Gooder (Customer)
DavidWiafeDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Aurena use customer ID value in custom tab field search

Is it possible to grab the customer ID value and use it in another tabs search?I have created a custom tab called Product Info, that uses a reference field to find customer contacts and I would like to limit the contacts that appear down to only the associated customer ID.I would like to use the customer ID value from the general info tab for the search. 

1160
D
Do Gooder (Customer)
3 years ago
lglover241
Sidekick (Partner)
lglover241Sidekick (Partner)
asked in Distribution (CRM, Commerce)
Send Email when Prospect Created w/o an address

Using Apps 10 and want to create a custom event that will send an email to the user who creates a prospect (converts from a business lead) without an address.  IFS deletes the business lead when it converts the lead to a customer/prospect.  Thoughts or suggestions? Which LU would be appropriate to create the custom event on? Which PLsql API would be good to get the Address?

861
lglover241
Sidekick (Partner)
3 years ago
T
Do Gooder (Customer)
Tenecia.SeeleyDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Rounding on Sales Quotes

We currently price our parts out to 6 decimal points.  When we try to print a quote with pricing extended to more then 2 decimals, it rounds up and prints only 2 decimals.  How do we fix this?

2381
A
Hero (Partner)
3 years ago
D
Do Gooder (Customer)
DBowdenDo Gooder (Customer)
asked in Distribution (CRM, Commerce)
Sales Part pack QTY

Hi all,IFSapps 10.Sales part screen. There is a field called “min sales qty” which when entered will put an advisory message on the customer order line if the qty is not met.The requirement is to prevent users from entering qty’s that are not multiples of the min sales qty.E.g min sales qty of 300 EACH.User not allowed to enter 301 but currently would be allowed with no message. I can think of two ways of doing this. One is having a custom event to block this from happening. Second is to set up new sales parts with a different UOM and price/ inventory conversion in place.Is there a better IFS way of doing this? Many thanks,  

2301
A
Hero (Partner)
3 years ago
Asela Munasinghe
Superhero (Customer)
Asela MunasingheSuperhero (Customer)
asked in Distribution (CRM, Commerce)
Easy way to change Customer through RMA

One of our users mistakenly raised a CO with a lot of lines to the wrong customer, invoiced and closed it. Now we’ll have to raise an RMA and approve for credit. That can be done. However is there an easy way in IFS, maybe at RMA level to ‘transfer’ the parts to the new customer rather than returning parts to the inventory and reserving them again for the new CO with new customer info? Question might sound stupid, but noticed that this has happened quite a few times in our warehouse so thought of looking at ‘easy ways’ to assist our colleagues when they repeat this mistake. :)

1371
Susith Setunga
Superhero (Employee)
3 years ago
T
Sidekick (Customer)
twaltersonSidekick (Customer)
asked in Distribution (CRM, Commerce)
sales quotation line not showing discount(%)

When creating a sales quote - adding a line - line not showing discount(%)

2753
Rangi Wijewardana
Hero (Employee)
3 years ago

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