Distribution (CRM, Commerce)

mmossSidekick (Customer)

Hi All, Is there anyway to print the pdf from the Print Pick List screen. There is a prompt to “print” the pick list but it just executes the report creation. How can we enable the print prompt from this screen like the other pages in Aurena.

722

4 months ago

ElaineebiSidekick (Customer)

asked in Distribution (CRM, Commerce)

Customer Order Line Dates

We’re using App10 UPD9. Users are asking what functions would make a date on order lines changes. Example would be changing a quantity, etc.Does anyone have a document with these details?Thanks,Elaine

1141

4 months ago

BUSSI_CDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

What difference between customer contact and customer communication method

Hi Community,We try to anderstand what is difference between customer contacts and customer communication method. It seems to be use in the sames cases to manage contacts. if somebody have examples about differents usages please share your experience. Contacts are link to Persons and Communciation method is free to input data.is it the only difference ? BR, Christophe

953

4 months ago

PIrelandHero (Employee)

asked in Distribution (CRM, Commerce)

Create PO at Register Arrival w/o prior receipt

It seems that you need an existing record in the Register Arrivals screen in order to select that line and then use the line-specific commands to Create the PO. What if you’ve never created a PO for this PN? In this case, when you search the Register Arrivals screen, there are no records and when there are not records, there is no line to select to enable the command to create PO. Thank youPatrick

776

4 months ago

mjovicDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Copy User privileges in Cloud

Hi,When creating new user I want to copy privileges from another user. Doing Duplicate is not copying permissions, companies etc. Thanks, Marko

842

4 months ago

supunsrDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

Finalize Picking of Source Lines Option in the Shipment windows Pick By Choice

I was trying to figure out the functionality around this option “Finalize Picking of Source Lines” option in the Pick but Choice Window in Shipment Delivery, is this setting per Order line, or is it set for the Site or Company? I would also like to know what happens when it is selected and un selected. Since window is a popup, the help was also not helpful, appreciate if you help me understand this. Pls refer the attachment for more details.

292

4 months ago

Nikila DisHero (Employee)

asked in Distribution (CRM, Commerce)

How to Create Confidential Business Opportunities

Is there any option to hide the BO record, or hide the name of the customer and Description to keep the record confidential?Ex: We have CRM Group ABC. In this group we have:Rep 1Rep 2Rep 3Rep 4Rep 5When Rep 1 creates opportunity everybody in ABC Group can see this opportunity.Is there any option to hide this opportunity as this is confidential? Only Rep 1 + CEO/Line Manager should be able to find this opportunity in the system. I tried to set it up using CRM Access IFS Online Documentation, but something may be missing.

321

4 months ago

Peter.BuitenhuisSidekick (Former Employee)

asked in Distribution (CRM, Commerce)

Invoice non inventory sales part lines at the same moment as a shipment

How can I invoice non inventory sales part lines at the same moment as a shipment?Example:Customer Order has 2 lines, 1 with an inventory part and 1 non inventory part. Shipments are used to send the inventory part to customer. Invoicing should include the non inventory part at the moment of shipping the inventory part, but as it is non inventory it is not shipped so a manual action is needed to get it delivered and invoiced which is error prone and inefficient due to the transaction volume.

4879

4 months ago

TroodlesDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

CRM Sale Process - Validation Type Stop

In Apps 10 UPD I have Sales Processes set up with Validation Type ‘STOP’ on All Actions.The Guidance in IFS says this:However, users are able to move to the next Action or next stage without the first Stage being completed. Have I failed to set something up?I do not want users to be able to move to the the Stage until the previous one is completed. Can anyone advise as all IFS guidance says it should not move on. ThanksTrudy

283

4 months ago

TosohLBlumHero (Customer)

asked in Distribution (CRM, Commerce)

Can't Print Preliminary Credit Invoice

We created a Credit Invoice from a Customer Order Invoice. It created in the Preliminary Status, but does not give us the option to Print. Can anyone explain what is causing this?

1885

4 months ago

NikhilMalikSidekick (Employee)

asked in Distribution (CRM, Commerce)

CRM Panel error - Page isn't working right now.

I am working with a Customer’s CBP environment on Cloud 23R2. I was able to download the CRM Panel manifest file and upload it on to Outlook.I can see the IFS CRM Panel Add in, however on clicking it - I see the below error: What am I missing from a setup perspective? Appreciate your inputs.

454

4 months ago

LauraBSidekick (Customer)

asked in Distribution (CRM, Commerce)

Editing Fields on Popups/Side Panels in Cloud (23R1)

When converting a Lead to a Customer, we ‘d like to make the Account No field read only or hide it from view, to prevent users from manually entering details.How do we do this in Cloud (23R1), is is possible?

4034

4 months ago

luca.pucciniDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Chinese characters

Hello Everyone,I'm encountering an issue with Chinese characters when generating an email attachment. The goal is to list the Customers and Suppliers created after a certain date and send the list in CSV format via email. To achieve this, I wrote the following PL/SQL block. However, the Chinese characters in the Customer and Supplier names are appearing as garbled text in the CSV file. What am I doing wrong? Many thanks! DECLARE last_run_ VARCHAR2(32000) := '&NEW:CF$_ECP_LAST_RUN'; start_date_ DATE; customer_id_ VARCHAR2(32000); supplier_id_ VARCHAR2(32000); name_ NVARCHAR2(32000); filename_ VARCHAR2(32000) := 'new_customer_supplier.csv'; subject_ VARCHAR2(32000) := 'New Customers and Suppliers'; email_from_ VARCHAR2(32000) := 'from@something.com'; email_to_ VARCHAR2(32000) := 'to@something.com'; email_text_ VARCHAR2(32000); attachments_ Command_Sys.attachment_arr; attachment_ CLOB; exist_ VARCHAR2(32000) := '0'; CURSOR get_cust_ IS

200

4 months ago

Mark.FeldpauschSidekick (Customer)

asked in Distribution (CRM, Commerce)

Hubspot Integration?

Has anyone out there integrated Hubspot with IFS? Creating a lead in IFS from Hubspot and two way integration with customer contacts?

9505

4 months ago

Alex_MeeSidekick (Employee)

asked in Distribution (CRM, Commerce)

Business Opportunity Email Connection

Hi All, In the Business Activity, I can attach Emails from Outlook and they are displayed in the References Table as shown below.Whereas, the Business Opportunity, I do not see where the Outlook Email is being displayed. Any thoughts? Thank you,Alex

542

5 months ago

Alex_MeeSidekick (Employee)

asked in Distribution (CRM, Commerce)

Send Business Opportunity to CRM Outlook panel

Hi All, I have created a new Business Opportunity in IFS Cloud, but I don’t see a button to send the Business Opportunity to the CRM Outlook Panel? The Business Activities has this functionality, but I don’t see it for Business Opportunity. Any thoughts? See below, there is no button to send to CRM Outlook.Thank you,Alex

672

5 months ago

PGCWICHDORFFDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

CRM Busines Calendar: How to adjust Business hours?

The Business Calendar in IFS Cloud is topping at 4pm ?Any possibility to adjust the view ? Most users require a time span of 8am-6pmThe only option is: “SHOW FULL DAY”, which makes the calendar twice as long as needed and unfortunately, this setting is not saved in the personal profile.

140

5 months ago

eqbstalSuperhero (Partner)

asked in Distribution (CRM, Commerce)

Usage of Replacement Parts on Sales Contract

One of the options on a non-inventory sales part is to have it replaced by another part. This works great on a customer order. One is correctly notified that a replacement part was found and automatically the new replacement part is overwriting the entered sales part.However, on a sales contract we have the Revision and Items. This allows to include also a non-inventory sales part, but the replacement part is not checked. Resulting that an incorrect part is used. One is not even notified of the replacement part number to be used.One should really deactivate the replaced non-inventory sales part in order to overcome delivery of an ‘old’ part.Anyone that can help me understand what the logic behind this is?

170

5 months ago

nyoungDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Does the B2B Portal require a licensed user?

Simple question, just can’t find a definitive answer anywhere. Looking at setting up the B2B Portal, but need to know about Users. If someone is going to log into the B2B site, do they need to be a fully licensed user?

621

5 months ago

reimccabeDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

PO line limits

Does anyone know if the PO has a max number of lines? We are on Apps10, UPD20.Mary

170

5 months ago

aconsultDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

Increasing Shipment ID#

I have a client who wants to increase the beginning Shipment ID # to a higher number. There is no Shipment ID option in the Coordinators Group to change this. Is there any known option of changing/increasing the beginning Shipment ID#?

542

5 months ago

alackasSidekick (Customer)

asked in Distribution (CRM, Commerce)

Manual Taxes in company using Avalara

We are running apps 10. We are looking to upgrade to cloud next year. We are using avalara for collecting taxes for US and Canada. We have a unique situation where we need to charge 10% “Tax” on a customer. If we add the tax codes to the customer all is good until we create the order. they then do not get copied over to the customer order. So we went in and manually added the 10% tax to the customer order lines and charges and the order looked good. When we created an invoice it dropped the taxes and posted to the GL and Accounts Receivable with no tax. Now we can add a “Charge” to the order to get the 10% “Tax” on all the lines. but that charge will not include the other charges. Anyone got any good ideas on how tell The IFS/Avalara interface code that this country is not taxed thus do not drop the manual tax codes?

250

5 months ago

Kasun-GamageDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

IFS CRM - Outlook add-in is not working for the IFS cloud

Outlook add-in is not working for the IFS cloudSome users are getting the following errorWhat do you think is the best way to solve this?The user has the following version

772

5 months ago

hercellisDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Edit Report Reference on Quick Report

We are upgrading to IFS Cloud and we are trying edit a Crystal Report based Quick report and when we click the Edit button we are unable to alter the Report Reference field. When I tried to click the Update Crystal Report button an upload from the file location I receive an error stating:ReportLayoutCrQr.The “Report Layout Cr Qr” has already been removed by another user.

573

5 months ago

ANISTODo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Changing max length of a field

Hi Community,I have changed maxlength of a field from 25 to 50.However, it’s not possible to save under under Shipment Handling Unit Structure . Can anyone tell me why?

711

5 months ago

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Distribution (CRM, Commerce)

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