Distribution (CRM, Commerce)

Which versions of Outlook is the CRM Panel compatible with?We work with IFS Cloud on premise. 

Hi All.We have received an inquiry from a customer and would like to know how to implement this in IFS Cloud.1. For example, when sales reach ¥1 billion, grant ¥100 million worth of service credits (similar to point management systems used by electronics retailers or Amazon).2. Subsequently, when receiving orders from that customer, offset the order amount using the service credits. If any balance remains after the offset, we want to generate an invoice for that remaining amount.3. It should also be possible to combine and use multiple service credits together.4. Service credits should have an expiration date and become unusable once expired.This functionality corresponds to the rules in IFRS 15.70 - 72.

I have a client who is using Projects in Cloud and wants to invoice from the project based on project milestones. We need to use Customer Orders for shipping and export documentation.Is there a way to close the Customer ORder without invoicing?Thank you 

I got a question from a team member, who had made their Business Activity under a Sales Quotation. This Sales Quotation is connected to a Business Opportunity, but the Business Activity doesn’t show in the Business Opportunity - only on the Sales Quotation.Is this normal in IFS Cloud? We would like to see Business Activities made for Sales Quotations also to show under respective Business Opportunity. We strive to work mostly within the Business opportunity module, and now there is a risk the data regarding the Opportunity becomes fragmented and Activities must be searched for in different places. There might be several opportunities ongoing for each account simultaneously which adds to the risk of fragmented data in my opinion.

Hi friends,I want to use business lead form in my mobile.I can create a lead but in address section when I want to edit or create an address I can NOT see address1,address2 and … fields.This issue is NOT observed in IFS Aurena in my computer, this issue is only in my mobile.Does anyone faced this issue?Thanks

In 25R1, using the CRM Companion AppI notice that on the Business Activities tile, the entire list of activities are displayed, not just for the User who has logged in.Is there a way to configure the setting to display only the activities relevant to the User ?

Hello, We are using B2B as a customer shop portal with some CRIM’s to approximate the functionality to a webshop/B2C. The functionality is limited and suboptimal given that our basic need is a B2C portal. However, the implementation project chose this option over a third party webshop. We have approx 20 000 B2B users. Sidenote: I am starting to wonder if any other IFS customers in the world are using the B2B portal like we do. If someone has any references, experiences or know anything about this, please DM me.  The matter at hand: Is there any way to separate B2B from MAIN visually, to help the end-user understand where he is? Currently the only distinction is the URL, which is not intuitive for end-users:MAIN: https://ifs.prod.no/main/(...)B2B: https://ifs.prod.no/b2b/(...)The following is tested in our CFG environment:Apperance designer Bar logo: Add information text in a picture. Format is not optimal, and it looks unprofessional Welcome text on start: not a viable option as we ar

We have a supplier agreement where the header status is Active, but the part lines are showing status Closed. Because of this, no updates are happening on those lines.Our requirement:We do not want to create new lines. We want to know if there is any way to reopen or reactivate the closed part lines under the same agreement.If reopening is not possible, what is the recommended approach to proceed without creating duplicate lines?Any best practices or configuration tips would be appreciated. 

Hi i am trying to close some opportunities with a migration job but i get an error : ORA-20115: BusinessOpportunity.The "Business Opportunity" has already been removed by another user.help please 🙏Regards. 

Hi,Does anyone know how to auto generate a time phased safety stock plan via IPR ?I’ve set up all basic data in terms of IRP (all planning policies, models, classification etc). Server is up and running as well. My question is for inventory parts planned by planning method A, how to generate records for Time Phased safety stock ?I followed the drill until the Batch job ‘ Refresh IPR Data’ no result in Time Phased safety Stock.  What am I missing ? RegardsYashodha

Hi All, I’m looking at using the transport task and want to put them into warehouse task and auto assign the warehouse task to certain users, is this possible?Thanks, Sarah

I’d like to add a new stage to an existing Sales Process. I have added the new stage to the correct existing Sales Process Template, but now I am unable to add the stage to the Sales Process. Need help.     

Hello, I want to use the functionality ‘Process ID’ on Business Opportunities. If I am correct there is a Validation/Approval functionality which I would like to use. But I am unable to set up the basic data. Here is the issue: I cannot setup the Default Process in CRM and SRM Basic Data. When I save the record I get the Error Message ‘The Rm Proc Process does not exist’. I am also unable to set up a Sales Process Template and Sales Process because there is no Process ID. Anyone who is familiar with this setup and who can help me out?   

Hi!We have added free text field to footer file and made translations  for that. Problem is that it is not picking translations when printing out the documents. Tried to refresh cache memory etc but no help.  Just picking original text to all documents. 

Is there any core functionality that will support the calculation of more than customer rebate?Business Scenario:Customer A has a tiered rebate program where they will receive X percentage based on a tiered minimum sales volume.Additionally, Customer A has a overall minimum sales volume target where they will receive a flat percentage.Data Set-up:At the moment, I’ve created the following:2 Rebate Agreements for all Sales Parts (1 for tiered and 1 for overall minimum) Both are set-up as  Final Settlement performed yearly Each have the same Agreement Priority Customer record is set-up as Multiple RebatesIssue:When the Final Settlement is run, the proposed rebated credit is only being generated for the tiered rebate and it is ignoring the second rebate.  It appears this is because this was the last Rebate Agreement updated.  Is it possible for both rebates to be considered and calculated in the final settlement?  Alternative Ideas:I’ve thought about adding the percentage from the overall

What is the effect of enabling the “Show Week Number” button under Account Settings?Also, when I enable the button, leave the window and return to the window, the button is again disabled. Why am I not able to enable the function? 

I receive this error when attempting the Save to CRM function. Has anyone experienced this and know the solution?

Hi Heros, After adding a custom field at the Business Lead screen, it is working on IFS Cloud, but on CRM Companion, I am getting the message error below. Anyone have any idea how to fix:   IFS Version: 25R1 

I found the module (machine learning) which enables predictive scoring for Business Opportunities. The product documentation says something, but leaves gaps in helping to understand how actually the predictive score is calculated.Does anyone have documentation or knowledge on how the predictive score is calculated?Are there lobbies or ready-made reports which uses the predicive score for forecasting? Does it take into account the BO probability also?

HiThere is already a post with this question. Do you know in which release this issue will be resolved?Thanks a lot for your answerBRChristèle

Hi,Is anybody knows where i can parameter the url launched by the print of the sales contract ? For the moment it launch the wrong URL.   

Hi experts,how can I create a template for a customer and then use it?We use IFS app 10.  

Hi Team,I’m running inter-company flow with direct delivery. Let’s assume for a particular demand, I created two shipments from supply site. How can I now record one shipment as completed in register direct delivery page at once without selecting all the lines manually?Register direct delivery page has no reference to shipment ID and it shows line wise.

WHAT'’S IS THE DIFFERENT BETWEEN WORK TASK AND WORK TASK STEPS IN IFS 10?WHAT'S TIME REPORT IN IFS 10? 

In our setup we’re looking for the simplest way to regularly invoice a software license in IFS Cloud.Real-world scenario:We sell a software license that renews automatically every year and gets invoiced quarterly.Technically in IFSC:software license is represented with a non-inventory configurable sales part Service Contracts can trigger regular creation of Work Orders Request Contracts can trigger regular creation of RequestsThat’s why we’re wondering — what is the best and simplest way in IFS Cloud to handle recurring invoicing for something like a software license?And if the product is a non-inventory configurable sales part, how does that affect the setup or available options?Would love to hear how others have implemented similar recurring revenue models in IFS Cloud.