Distribution (CRM, Commerce)

1190 Topics

GBDHEATHKPDo Gooder (Customer)

Dell Boomi for Web integration with Apps 9

Hi All,Has anyone integrated IFS Apps 9 into a website for the purposes of E-Commerce?We are looking to integrate for the purpose of taking orders via a webpage, online checkout (Shopify?) for B2B and B2C customers which requires integration with IFS to create records in IFS and read data from IFS.Has anyone implemented anything similar for Apps 9? Did you use Boomi? .Net? IFSConnect?Any info would be great as struggling to establish the correct way forward…Thanks

4776

3 years ago

MickCOlDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

sales process to have revisioning

Require the ability to re-execute a sales process step / SP actions on a business opportunity will save the business from creating many, linked opportunities.Is it possible for the sales process to have revisioning ?

1881

3 years ago

geminirajeshHero

asked in Distribution (CRM, Commerce)

Default RMB menu

Is there anyway to rename or hide the IFS default Right mouse button menus ?For instance, this is the RMB from customer order screen. Is there an way to rename or hide “Print Order Confirmation” or “Print Pro Forma Invoice”

2421

3 years ago

llvspgDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Exporting IFS data to Excel

When we export information from an IFS window (ie. Customer Order Lines) the information is exported in to Excel with a format of General. Unfortunately, it drops the zeros off the front of our customer numbers. Right now our work around is it export the information to a txt file, then use Excel’s “Get Data” functionality to convert the cells from General to Text format.Is there a set-up available that will automatically do this when we export from IFS?

58447

3 years ago

pnaylorDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

CRM Outlook Panel Security

We are on Apps10 Upd10 and are having an issue with user security in regards to restricting access from creating a prospect or a customer through the CRM Outlook Panel. The Create Customer under RMPanelHandling is unchecked as shown below on the permission set assigned to the user but it does not prevent the user from generating a record as a customer or prospect from the panel. Is the not working correctly or is additional security required?

1907

3 years ago

tietjecaSidekick (Customer)

asked in Distribution (CRM, Commerce)

CRM Panel - Blocked Contacts

Hello,We were working through using CRM Panel and identified that when a contact is in the database multiple times, you can see that person tied to multiple customers (we have not tested what happens if contact is in as person twice). Since you cannot delete contacts once they have content on them, we use the block contact as a way to remove them from selection in IFS. Is there a way to mitigate this issue in CRM Panel? Thanks,Carrie

1461

3 years ago

BLLBrucemoSidekick (Customer)

asked in Distribution (CRM, Commerce)

APPS 9 - Is it possible to schedule external customer invoices import?

We have a process that outputs a CSV file which we manually load into IFS using the external customer load assistant.Is there a way of scheduling this task??Thanks for your help

29516

3 years ago

TosohLBlumHero (Customer)

asked in Distribution (CRM, Commerce)

Business Opportunity won/lost

We are using Business Opportunities, the Product Estimator and Sales Quotations.If we create a Business Opportunity for an existing part and convert it to a Sales Quotation, when we update the Sales Quotation lines for won/lost, it updates the Business Opportunity lines with the same information.If we create a Business Opportunity for a new part and run it through the Product Estimator then convert to a Sales Quotation, when we update the Sales Quotation, it does not update the Opportunity Lines. There appears to be no way to update individual opportunity lines if the product estimator was used.Is there a way to do this that we are missing?

1731

3 years ago

gehlotDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Price List Discount and Customer Order Line Amount Discrepancy.

We are seeing some issue how IFS price list discount works and It is very hard to explain customer and normal users that same discount % can charge you more for each unit if you order quantity changes. We are wondering if other IFS customer also faced such issue and how they are dealing with it. ( though it is few cents to dollar per order but math doesn’t match.Please see my scenario:Price List Line with a sales Price of $55.01/ea and discount of 55%. ( Net Sales Price $22.50 /ea)- Screen shot below: Now from Customer/user perspective :Order Qty and Total should be following:Order Qty Line Total IFS Calculated Line Total (Discounted Price Per Unit X Qty)1 22.50 22.5010 225.00 225.04 (Added Extra 4 Cents)100 2250.00

4853

3 years ago

richardwoodsDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

Selling configurable software in IFS

looking for ideas or solutions people have used when selling software which includes license tracking etc…Need to have a top level sales part which can be configured, think Microsoft office and then choosing Excel, Word, Outlook… Any thoughts or past experiences?

830

3 years ago

CRSSTEMMELINDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Faire une somme de lignes dans un onglet

Bonjour,nous avons développé un onglet personnalisé dans la Commande, afin de ventiler le montant de la commande en fonction des termes contractuels de paiement (10% à la commande, 30% à mi- délai, etc..). Je souhaiterais faire la somme des montants de ces lignes afin de vérifier que la somme coïncide avec le montant total de la commande, dans l’onglet “lignes de commande”. Merci!

270

3 years ago

RoanyNFSidekick

asked in Distribution (CRM, Commerce)

track customer order (shippings)

There is any way that I can track the shipping's of the customer order. Because I would like to track the freight until they arrive to the customer.I know that the majority prefer to have a third party in this but i would like to do it from IFS10.Any help or idea could help, please.

7611

3 years ago

NMALKIHero (Customer)

asked in Distribution (CRM, Commerce)

Business Opportunity - Approval Notification

Hi All,In the Business Opportunity on the action level once approval is requested, I need to send a notification (by mail) to the requested approval group. Any idea how to add this event ? Much appreciate any suggestion,Thanks

1945

3 years ago

tietjecaSidekick (Customer)

asked in Distribution (CRM, Commerce)

Customer Contact Cleanup

Hello, We have had our system for awhile and we have created a bit of a mess with Customer Contacts. We have the same person tied to a Customer Record 3 times due to different Addresses. We’d like to cleanup these contact records which we can do from a CRM perspective by reopening BOs and switching the Contact to the appropriate one etc. However, we are running into an issue when the contact is on a customer order that is invoiced/closed or cancelled or a BO that is Cancelled. Is there a way to work around this issue? Additionally - Is there a better way to get these contacts out of the system? It would be idea to have a magic button that would say duplicate contact/merge record type of button to merge duplicate records together. We have a lot of this and as we use CRM more and more we want to keep our system clean as much as possible. Thanks,Carrie

1931

3 years ago

Franck.GSidekick (Employee)

asked in Distribution (CRM, Commerce)

CRM Panel &custom Fields

Hi, It is possible to add custom fields in the CRM panel Outlook ?

1253

3 years ago

TAHERSidekick

asked in Distribution (CRM, Commerce)

error in migration job

hello i have this error when starting my job “Insert into ORDER_QUOTATION_LINE_TAB failed - ORA-20124: Error.NULLVALUE: Field [PROBABILITY_TO_WIN] is mandatory for Order Quotation Line and requires a value. (Error caused by line: 2)”PROBABILITY_TO_WIN is not null in my file and i also try to give default value but still have errorplz help

1401

3 years ago

GISANCARSidekick (Customer)

asked in Distribution (CRM, Commerce)

Close old pricelists

We have a site that have entered new prices into the pricelists manually for many years.Adding a new price list line and leaving the old price as-is, without ‘closing’ the old price with a ‘Valid to’ date. Now we want to close the old prices by adding a ‘Valid to’ date to all price list lines that has a newer price. Is there a function in IFS to close old pricelist lines? Or do we have to this with SQL or migration job?

1222

3 years ago

PebanoSidekick (Partner)

asked in Distribution (CRM, Commerce)

PowerApps with IFS 10 and CRM

Hi!We are looking into providing a Partner Community in SharePoint that would interact with IFS CRM using CRM access. We would like to create PowerApps in SharePoint that talks with IFS CRM. We have connected the SharePoint user to an IFS user. So the idea is to in the SharePoint page display Apps for Registering Leads, see a list of current leads and so on.Has anyone tried out connecting PowerApps to IFS and have any experience with it? Could be connected to any part of the system.

1220

3 years ago

tietjecaSidekick (Customer)

asked in Distribution (CRM, Commerce)

Contact Management - Selecting Manager

Hello,We are working with our Customer Contact Management for leveraging IFS as our CRM. We have our customer sites split out as separate customers to allow for different rep assignments and visibility at the site level of a Customer 360 view. We are running into an issue where the Customer Contact’s Manager is located at a different site (therefore a different customer in IFS). Is there a way around this? Is this functionality on the roadmap for IFS? The only workaround i found was to add the manager to the site where his/her employee was located. Thanks! Carrie

682

3 years ago

DavidWiafeDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

New Business Opportunity - Empty Market field

When creating a new business opportunity we have noticed that some customer ID’s with a active market value is not being pulled into the field market on the business opportunity. Any reason why this may be happening?

1619

3 years ago

ANNIEMALINSDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Call Centre Global Solutions - Access Control Options

We use Call Centre Cases extensively and we control access internally using Support Organisations and Case Types of “Local”. This stops Users from seeing Cases that should be limited from their access.We are now looking to use Global Solutions but the same access controls do not seem to exist. It appears that regardless of your Support Organisation access you are able to see all Global Solutions and edit them if the permission sets allow it. Is anyone aware of any method for controlling access on which Global Solutions Users can see?

2808

3 years ago

RutJWhalenSuperhero (Partner)

asked in Distribution (CRM, Commerce)

Query regarding Convert Lead

When in Business Lead and select RMB > Convert Lead a dialogue box appears where you select the Customer Category and can enter the Cust Stat Grp etc., On clicking OK the Customer is created and the Lead is deleted.Finally, a message appears: I cannot see where this Question is being executed from.The reason for asking is because we want to convert Business Leads to Customer Category ‘Prospect’ only so have created a Custom Menu that basically feeds the Business_Lead_API.Convert_Lead__ and the Customer Category ‘Prospect’ is passed. Can anyone please advise.Thanking you in advance.

1213

3 years ago

DavyDDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Multiple shipments out of 1 order, how do you see amount of pallets ?Or must this be all manual calculated by CSR?

781

3 years ago

jdohertySidekick (Customer)

asked in Distribution (CRM, Commerce)

Business Opportunity Main Representative

When creating a Business Opportunity in APPS10 Enterprise Explorer there is a field “Main Representative”. I want the option to add any IFS user to this but the list of values only allows me to add the names that are listed in a separate screen called “Representative 360”.However there is only one user in this screen and it looks like a test user. There isn’t any option to add a user (no “plus” icon) How do I make an IFS User a “Representative 360” user?Thank you.

1742

3 years ago

arebbeadleHero (Customer)

asked in Distribution (CRM, Commerce)

How to Invoice close Customer Order wrong quantity

Trying to clean up old customer orders but get an error. Order has one line item qty of 2 but qty 1 invoiced and line and order status is “Delivered”. How can I change the quantity to 1 since that is already invvoiced? We tried Undo Delivery and get error. I just want to close the order with the qty 1 that is already invoiced? Any suggestions?

3404

3 years ago

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Distribution (CRM, Commerce)

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