Distribution (CRM, Commerce)

Hello,When I create an advance invoice from a customer order, the information of percentage is mandatory. otherwise I can’t create an advance invoice. But once the invoice created, I can’t find this percentage information in my invoice. Could you tell me where to find it, please ?If there’s no such field.after creation, is there possibility to add a customer field ? 

Our workflow is to create a Business Opportunity for a customer request.  From there we create an Estimate for Engineering to estimate the product.  Then we create a Sales Quotation.When we go to track the won/lost on these, we have to mark the quote line won/lost, then go to the business opportunity and mark the line won/lost, then mark the business opportunity header won/lost, then mark the sales quotation header won/lost.At each step, we have to choose the competitor and the reason.  Is there anyway to tie these all together so we don’t have to do this 4 times to close out one quote?

One of our departments has permission to reach the Customer Order page. We want to hide price columns from that department. How can we hide those columns from the department who reach the Customer Order page?  Thanks.

Dear community,is there a way to set the “Default Info” as default?In some cases it isn’t active and IFS creates two separate delivery notes.  

Dear All,  we got a prepayment from the customer. We connected this prepayment to a customer’s order and issued a Prepayment Based Debit Invoice (PREPAYDEB). The customer resigned and we have to make a correction invoice now. The problem is that it is not possible to issue a “correction invoice” for the Prepayment Based Debit Invoice (PREPAYDEB) which we have issued. When we right click on the header of the invoice, the option of making a correction invoice is grayed out.It is only possible to issue a credit invoice which is unfortunately not an option.Does anyone know how to handle this? (How to make an option of invoice correction available)Thanks for your help. 

How to transfer or Sale/Purchase for a Non-Inventory Part between different sites of a company?

Hi, How can I customize label dimentions and font setting for shipment label? ThanksOzge

Has anyone found a way to create a manual bill of lading if the “Ship To” is not a current customer in Apps10

We are a project based company who utilizes sales contracts and projects in IFS heavily. Our projects deliver labor related services. We are now in the process of considering CRM functionality for potential customers and business opportunity management. In CRM, the flow is very smooth from business opportunity to sales quotation to customer orders. However since we are not dealing with sales parts but services, I’m wondering if IFS CRM has considered such business opportunities being converted to sales contracts etc. Is this a functionality that exists or considered for future development?

Hello,Over the weekend we added new fields to the VMO_COMPANY_TAB and updated about 50K records in this table for those fields. We have about 250K records in total. Since Tuesday, we are experiencing some slowness in running searches in CRM when we use the customer number search. The searches for customer name and phone number are running faster. Has anyone experienced this before or has any recommendations on how to speed up the query? 

Hi all,Customer’s requirement is to automatically reserve from the handling unit with the highest quantity.As and example, customer has two handling units with quantity 500 and 18 each. When reserving for a order with 100 units, customer wants to reserve the full quantity from the handling unit with the quantity of 500.With the current functionality, it reserves 18 and 82 from both handling units to reserve 100 units.Note: Customer has ticked ‘Largest Quantity on Handling Unit’ in the Site>Inventory>Automatic Reservation but it does not fulfill the customer’s requirement. Is there any setup which we can set to have the above functionality? 

Unable to recieve the purchase order in inventory , i am getting error as update not allowed once the purchase order is created. this purchase order is pegged from work order. how can i receive the materials. 

We are using Report Rule - Send Email and a Route to Connect Process for our Sales Quotations and have found a limitation. Sales Quote PDF is 10 pages with size 237KB which works fine but as soon as we add additional lines to the quote the emails and route to connect processes no longer work.  They are still 10 pages but the size changes to 238KB. The PDFs show in Report Archive and Print Manager but the Report Rules do not process.  PDF doesn’t show up in the Route To Connect location nor are the emails sent. I’m not seeing any errors in Application Messages, Background Jobs, Print Manager so not sure where to check next.   

Hello,I'm looking for a way to block the sale of certain prodcucts to specific countries, e.g. product 123 cannot be sold in Japan.Is there some IFS internal functionality available where you can set this up?Thanks,Golo

We have a lab opening up in the GERMANY company that will provide services to the local customers. So we will need to collect VAT in that company. Please provide us a guideline of how to enable VAT charge in the IFS system.LCS Case: G2314177

While I’m trying to update the  “order” field in “customer” one error message is showing during save. “ Field( Print withholding Tax) is mandatory “ Could anyone suggest me how to solve this, please? 

I created a new “User” and setup the “Person” and created a “Coordinator” and assigned to a group but the coordinator will not auto populate on the customer order screen. We have other users that auto populate their coordinator when creating a customer order but not this new user. We upgraded to APPS10 UPD11 4 months ago, is it different in APPS10?What am I missing?  

We are running into an issue with using the staged billing functionality  - we cannot invoice and close the lines and it appears that it’s about a penny off. Please see the following screen shot - we cannot figure out when we try to make an adjustment why we cannot get the order to close. any help you could provide would be greatly appreciated.Thank you,Abby

Usually DO can add only one line (one part number). But I need to know how to merge multiple DOs to  one customer order in APPS 8. 

Hi All, How can I set up PO authorization rule for no-part order lines.this is we call indirect purchase and all indirect purchase should  go to one group for authorization,  irrespective of purchase group / cost center  

In Apps 10 B2B for Customer, when adding products to the Shopping Cart, there is no way to filter Favorite Products. Below is a IFS slide showing a button that navigates to Favorite Products, a column to see which is favorite and a mark/unmark favorite features. This is my user view. These features are not available  

Hi, I wondered if it was possible for when you search for an order number or PO number in IFS apps 9, it can also have the shipment numbers on the dropdowns?   It would be much easier to know which Order # matches with what shipment #, instead of having to go manually into the shipment to find out. Would anybody know if this can be done and how?  Thank you  Kate 

Hi All, I’m trying to familiarize myself with Customer Schedule in order to fulfill a demand from a customer. But I’m getting a bit lost in the complexity of theset-up and basic data. Does anybody have a decent how-to manual to implement Customer Schedules in a basic format so I can build on that info? Thanks for your help! Best RegardsRoel Timmermans

We are in IFS App10 Upd9.Need to design a solution where in the absence of a Sales part in the Supply site, the incoming customer order triggers a notification and possibly creates the inventory part / sales part. (Master Part is available) automatically upon approval. Is there somebody already using a similar setup? Need not be the same. What would be the best way to implement this? Please share your ideas. Thanks. 

We have created the purchase order from Work order purchase requisition and the work order is in related status and Purchase order in Planned state,  i am trying to cancel the purchase order , system is giving error “ there are peggings connected to purchase order lines, Remove the pegging first and then cancel the purchase order. How do i cancel the old purchase orders.