Distribution (CRM, Commerce)

NMALKIHero (Customer)

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

2001

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 ?

1263

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

1411

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?

2818

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.

1223

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.

1772

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?

3424

3 years ago

eqbstalSuperhero (Partner)

asked in Distribution (CRM, Commerce)

Opening other customer address types

Hello,In the customer address screens we can find various types (screenshot from Aurena, but same applies for IEE):When looking at the coding (IFS10), there are more defined in the API (ADDRESS_TYPE_CODE_API): FUNCTION Get_Client_Values___ RETURN VARCHAR2 DETERMINISTIC IS FUNCTION Base RETURN VARCHAR2 DETERMINISTIC IS BEGIN RETURN('Delivery^Document^Visit^Pay^Home^PrimaryContact^SecondaryContact^Correspondence^Residence^Tax^Work^'); END Base; BEGIN RETURN Base; END Get_Client_Values___; I don't get it why types like Correspondence, Residence, Tax and Work are not selectable.Anyone an idea why?

2931

3 years ago

SfosteenDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Is there a way to trigger AP to pay the Commissions Receiver (supplier) in IFS once payment is received from the customer?

We are expanding the use of Commissions functionality in IFS 10 and would like to know how best to handle the link between Commission Lines (attached to Customer Order) and the AP function of creating the corresponding Supplier Invoice. We have commission set to generate at the point of Invoice to the customer and pay our Commissions Receivers once payment is received from the customer. Is there a way to trigger AP to pay the Commissions Receiver (supplier) in IFS once payment is received from the customer?

1442

3 years ago

Vernon AndersonSidekick (Employee)

asked in Distribution (CRM, Commerce)

Freight costs and consolidated shipments

Hello! I am Solution Architect for IFS here in the US and am wondering about a situation that arose. We have a customer that puts several shipments to several of their customers on 1 truck (consolidated shipment) and want to distribute the freight cost for that consolidated shipment to all of the orders on that shipment by a formula that includes factors such as weight contribution of each order delivered and the distance of the drop-off to the customer from the shipping point.Has anyone ever encountered this and if so, what was your resolution? This company does about 50,000 of these truck shipments a year with freight charges in excess of $60 million so this is very important to them. Thanks! Vernon Anderson

4202

3 years ago

KellyW_AUSDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Single Occurance check box for Sales Quotations

Does anyone know how to add the Single occurance check box in the Sales Quotations?It is present in Sales Orders, but not in quotations and we are unable to amend delivery address in Quotations.

1196

3 years ago

Ngerst

asked in Distribution (CRM, Commerce)

Capability Check

We are currently running Apps 10 and ran into a few internally questions regarding capability check. Currently we use Inventory Order as our Sourcing Option (Sales Part > General Tab). Using this sourcing option doesn’t allow for Automatic Capability Check (Inventory Part > Misc Part Info). The struggle with this is that our Customer Service team has to rely on Available to Promise (ATP) to run during the customer order line entry. If it pops up a certain message, they are responsible to then run Capability Check. The manual step seems odd, as why wouldn’t IFS just run Capability Check out of the box and review the whole Bill of Material rather than just the top level part. Our organization is trying to understand how to run Capability Check “easier” and to ensure we don’t rely on a manual step to run this and adjust the customer order line to the proper date.Has anyone who been able to run Capability Check automatically or have a process in place where Capability Check will run

7296

3 years ago

oalmashalehDo Gooder

asked in Distribution (CRM, Commerce)

Customer Order picking

Hello all,I have a doubt about IFS Version 10 and appreciate if any consultant can support it.how I can force the Customer order to be issued from one warehouse/location without taking the stock from multiple warehouses/locations.Current structure: One site has multiple warehouses and each warehouse has a location.the same item can be Available in different warehouses.

4326

3 years ago

Rasika LakmalSuperhero (Customer)

asked in Distribution (CRM, Commerce)

Customer order confirmations are not generated in Out queue

When sending the Order Confirmation as XML (ORDRSP), file was not generated in the OUT1 queue. Once you resend it after some time, it was sent.What would be the reason for this kind of behavior? IFS Screen: Customer OrderIFS Action: Right mouse button, Send Order Confirmation

2384

3 years ago

luca.pucciniDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Chane a parameter in a custom event

Hello,The sales team asked me to add a new CF on the customer order and this CF has to be into a custom LU that they have to manage themselves. We have almost 30 different sites on the same application and nobody is allowed to see the data of the other sites.My concern, obviously, is to give them the possibility to manage only the rows of the custom LU that belong to them. For doing that I have created a custom LU with a field that is referenced to the view site_cfv, not a plain text field. I’m hoping that, with this kind of field, the application will give me only access to the sites that I can manage/see. But in this case I cannot set a default value.In the table view of the custom LU, I will hide the contract field and with an event I will set it as the default site. Now, having said all this stuff, my question is: is there a way to change the value of a parameter and obviously return it modified ?Thanks.

760

3 years ago

NMALKIHero (Customer)

asked in Distribution (CRM, Commerce)

CRM Access filter and Groups

Hi All,As mentioned in IFS HELP:FILTER ADMIN : are users who should have access to ALL records covered by that filter Users who do not belong to a group are not affected by restricted access. ==> will have access to ALL records.Cannot really see the difference between Admin users and a user not included by mistake in any Access Group. From my understanding once Status of the filter is ON, user that doesn’t belong to any access group must NOT have access to any Business Opportunity (same as in Project). Thanks for the clarification

1552

3 years ago

BLLBrucemoSidekick (Customer)

asked in Distribution (CRM, Commerce)

APPS9 - Customer invoice output in XML - Custom field needed

Does anyone have any ideas how I can output an XML file for customer invoice with a custom field?I am using IFS standard SEND_INVOICE message function and routing.I have all of the fields I need bar 1! which is a custom field.

1591

3 years ago

eqbstalSuperhero (Partner)

asked in Distribution (CRM, Commerce)

Currency rates for Sales Price Lists

Hello,A customer of ours uses sales price lists for their customers. They have now two sales locations (UK and US) outside their main office in the Netherlands (NL). UK and US sales locations are treated as customers. Customers outside of the Euro zone got orders priced in Euros. So no matter what country the customer is in.The sales locations UK and US procure products from the NL location. They do this via their connected price list in Euro’s.Main company wants these, for NL sales, to be handled in the currency of the receiving country. So UK will buy products and the sales order in NL is raised in GBP. For US this means sales orders in USD.New pricelists must be prepared in both GBP and USD.This is done in site for company NL which has currency code EUR.When a part is raised in the new price list (stated in GBP for example) the base price for the part is calculated against a currency rate set.Is there an option to use a specific currency rate set as US and UK sales locations have a

4077

3 years ago

EntNananNSidekick (Partner)

asked in Distribution (CRM, Commerce)

customer order line discount amount

can someone explain how the amount discount is calculated in customer order line if there is tax code defined for the line? cause in my case i can see that, the amount discount gets changed based on the tax code which i dont want. [both for app-9 and app-10]

40010

3 years ago

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Distribution (CRM, Commerce)

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