Distribution (CRM, Commerce)

1190 Topics

SJESTEVECARLDo Gooder (Customer)

Hello, this question is about automating who receives commissions using IFS 8. We have multiple rep’s that can receive a commission depending upon which of our product lines (Brands) we sell. From what we know, you can have multiple “Commission Receiver” assigned to a customer, but how do you automate who should get the commission (only one should get it)? Up to this point we have handled this by having multiple customers and a bit of a manual process for our customer service team as they enter the orders. Feels like there has to be a better way..

2821

3 years ago

montez.knowlesDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Business Mail - How to populate 'Main Customer Name' field & others

Hi ALL,We are looking to see if anyone knows how to get the ‘Main Customer Name’ field to populate in Business Mail?We were told it would work in UPD8, then UPD10, and still nothing is happening.We thought it would take the customer contact from the Business Mail, and grab the customer# from that association and then fill in the field. That does not seem to be the case. There are also other fields that seem linked to this as well:Main Customer ID Customer Address Main Cust Contact ID Main Cust Contact Name Thank you in Advance for your help :)

798

3 years ago

imharshit003

asked in Distribution (CRM, Commerce)

Sales Quotation Expiry Notification

Hi, Do we have any functionality where the users gets notified when the sales quotation is about to expire. If yes then how can we enable that functionality. Thanks

2225

3 years ago

mbarnesDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Saved Searches

Apps10 - When does a search I saved go to “Saved Searches” under the My Administration section of IFS and when does it stay only on the page I created it on?I have many saved searches, 20 plus, and I only see 7 under my saved searches.

132310

3 years ago

CooNeilnCDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

IFS Partner Connect programme

Hello we are IFS gold partners and would like to use the IFS Partner connect.Can someone please contact me and explain how I can register for this and use the platrform. Thanks AyeNeil

1501

3 years ago

HawJenifWDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

Are there new Marketing Materials in Oktopost for partners?

I heard new marketing materials were available to partners on Oktopost. Has anyone used this, and if so, how did you get your login?

771

3 years ago

JohnnyWooDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Invoicing at the break of the months

Hello there,we conduct contracts with continuous shipments lasting more than a month period. We issue invoices for our customers covering multiple shipments of goods (within one customer order). This is perfectly fine for us as long as the month doesn’t change. At the break of the month we would like IFS to stop cummulating shipments into one invoice (so the shipments from month x would belong to invoice x, and shipments from month y would belong to a new invoice). Now if we don’t manage to prepare an invoice at the very break of the month, we get a mix of shipments from 2 months on one invoice.Does anyone have an idea how to solve this?

831

3 years ago

Sven WeberDo Gooder (Employee)

asked in Distribution (CRM, Commerce)

Quick Reports in IFS Cloud B2B portal for customer

Is there a way to display quick reports in the B2B portals of customers in Aurena?

1911

3 years ago

MarianneLykkeMadsenSidekick (Customer)

asked in Distribution (CRM, Commerce)

Is it possible to avoid selecting a competitor when loosing a BO ?

Hi,When we loose a BO and choose a “lost-reason”, we also have to choose a “Lost-To” reason on the BO. We cannot close the BO, without choosing a Lost To reason. We are not interested in gathering that information - does anybody know, if it is possible to simply remove that field or have it fillled in pr. default with a * star icon, as I have illustrated in the example below:

794

3 years ago

dumindatdnDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Cost spent for Chassis

We have a requirement to capture cost spent for a chassis. for example when you sell a vehicle.you could have vehicle registration cost, PDI, free service, Local Options etc. We need to provide a standard value at the time of customer order creation and spend the same through Manual supplier invoice/Customer Check, Through a PO, and through service module.For Example we can provide a value for vehicle registration and once the registration fee is paid that should be able to enter against that particular chassis/serial.All these parts are serial parts and you do have a serial/chassis number for each. Kindly help me to provide the solution

921

3 years ago

BZNSIMONSidekick (Customer)

asked in Distribution (CRM, Commerce)

Business Lead records deleted in the process

Hi, It seems that the standard functionality for converting/merging a business lead to a customer results in IFS deleting the lead. Is there some way to stop IFS from deleting the buniness lead? Or another menu where we can still see the lead? Because we want to keep track of how many leads we bring in, and analyze on for example the source. I hope someone can help me on this. Kind regards,Simon

1735

3 years ago

sholmesHero (Customer)

asked in Distribution (CRM, Commerce)

Apps9 ASN message third party support

HelloIFS Apps9 ASN message doesn’t pull enough information out of the handling unit packing structure on a shipment for our customer’s needs.Does anyone use a third party to send ASN messages out of IFS Apps9?We currently have a work round with our VAN supplier but with ever changing demands this is getting more and more manual plus we have to raise multiple shipment for one actual delivery, which means multiple invoices too so we’d like to change this.Thanks Sarah

1380

3 years ago

KezziaKDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Differences between Representatives, Coordinators and Salespersons?

We are in the final stages of Aurena Apps 10 implementation and I work in CRM and Call Center and I want to make sure we have all understood the sales roles correctly. If I create a quote or an order, I think: the coordinator creates the quote/order, but is not responsible for it the representative is responsible for the quote/order the main representative is the representative’s senior and can override their work the salesperson can be internal (colleague) or external (e.g. reseller)Is this right? TIAKezzia

19362

3 years ago

Asela MunasingheSuperhero (Customer)

asked in Distribution (CRM, Commerce)

Pick List not showing Delivery Address on the printout

When I print the Consolidated Picklist from the Shipment for one customer only, this issue occurs on the printout on the place usually the delivery Address is displayed. However when I check the Customer record, ‘Delivery’ has been ticked for one address ID only. How come I get this error?

21211

3 years ago

RutJWhalenSuperhero (Partner)

asked in Distribution (CRM, Commerce)

Which user created Customer Statement of Account PDF

Good day. Is it possible to see who created the Customer Statement of Account, Cannot see who created in Report Document Archive and it doesn’t appear in Print Manager. Any ideas? Thank you.

1072

3 years ago

mabrplSidekick

asked in Distribution (CRM, Commerce)

e-invoicing - Peepol

Hi, I got a question from Norway Customer about the e-invoice format Peepol or EHF.Anybody knows is there this format in IFS Standard ? or is there any workaround solution ? ThanksMarek

5743

3 years ago

BLLKaterinaOSidekick (Customer)

asked in Distribution (CRM, Commerce)

Document text on copied Sales Quotation is hidden and still in use

Hi,I hope someone may be able to help me. This issue listed below has been reported to me and I can’t work it out. Original sales quotation has been raised - including Document text for printing The same quote is being copied - new product added - (no document text is showing)When you Print the first original quotation it prints a document text added as it should. However the issue is when you try to print the quotation which has been copied and clearly is not showing any document text as second screenshot, it still prints with the same document text as the original sales quotation even nothing is there. Does anybody have any experience with this? Thank you so much for your help. Kate

1167

3 years ago

geminirajeshHero

asked in Distribution (CRM, Commerce)

Address Presentation

I have multiple address lines for few of my customers. Since we can have only Address1 and Address2 object in IFS.. I tried to increase the Address1 text box length in Address presentation. OK and Cancel buttons is not moving automatically to fit in lengthy Address 1 and Address 2 boxes.

5858

3 years ago

Eric FOULARTSidekick (Employee)

asked in Distribution (CRM, Commerce)

[ IFS CRM/SRM PANEL ] - Wrong error message to update

Hi, If i use IFS CRM PANEL to add a new contact without a customer/prospect/lead selected, i have an error message : Field [SUPPLIER ID] is mandatory for supplier info address and requires a value.The message is correct if i add a new contact without a supplier selected.This error message has been identified to an important french customer using the CRM and it has been reproduced in our pre-sales environmentLook at the screenshot below : Thanks

1263

3 years ago

RutJWhalenSuperhero (Partner)

asked in Distribution (CRM, Commerce)

Converting Business Leads

Couple of questions re Business LeadsWhen converting a Business Lead is there a way to default/set the Category to ‘Prospect’ After converting a Business Lead, is there a way to determine where the Customer was created?We are trying to capture Business Leads converted to a Customer/Prospect and End User.Thanks John

1702

3 years ago

DeepakSidekick

asked in Distribution (CRM, Commerce)

How to make saved search as default

Hello Community,We are using IFS APPS 8. In customer order reservation window I have created a saved search.I want to make this saved search run by default as soon as we open the manual reservation screen. RegardsDeepak.

6108

3 years ago

LinkSuperhero (Customer)

asked in Distribution (CRM, Commerce)

Error message when printing an invoice

Hi all,we get an error message if we try to print a customer invoice in IFS Apps 9:Can anybody help? Message:GENREPORTIO:Could not generate report: 'TRANS_CONF_ERROR:Failed transforming report data : 'line 279 Here the details:Server error messages:f9c8fff3-2d04-430a-9118-1f05520f03bbIfs.Fnd.FndSystemException: Explorer: An Unhandled Exception has occurred ---> Ifs.Fnd.FndSystemException: Unexpected error while calling server method PrintReport/ReportFormatRequest ---> Ifs.Fnd.FndServerFaultException: GENREPORTIO:Could not generate report: 'TRANS_CONF_ERROR:Failed transforming report data : 'line 279: Erforderliches Attribut "test" fehlt.'' at Ifs.Fnd.AccessProvider.FndConnection.ParseErrorHeader(FndBuffer buffer, FndManualDecisionCollection decisions) at Ifs.Fnd.AccessProvider.FndConnection.UnMarshalResponseHeader(Stream responseStream, FndManualDecisionCollection decisions) at Ifs.Fnd.AccessProvider.FndConnection.HandleHttpSuccessResult(HttpWebResponse result, FndManualD

11462

3 years ago

SaraCrankSidekick (Customer)

asked in Distribution (CRM, Commerce)

Need to See Qty Reserved Before it was Picked - Customer Order

I am having an issue where the quantity on my pick list is greater than the sales qty on my customer order line. It is also allowing our warehouse to Report Picking without generating errors. Our Pick List is pulling the Qty Assigned, so I’m trying to find a table or view in IFS where I can see how many the system actually reserved even after the item has been picked and/or delivered. In all the tables I’ve found the values move through the Qty Assigned, Qty Picked and Qty Shipped columns as those steps take place. Does anyone if there’s a place this information is stored other than the Order Line History Text? We’re on IFS10 UPD8.

3934

3 years ago

shirajDo Gooder (Partner)

asked in Distribution (CRM, Commerce)

IFS Service Contract Management

Hi, Can anyone kindly share the IFS Service Contract Materials for IFS 10 Apps?

6253

3 years ago

BartGypenDo Gooder (Customer)

asked in Distribution (CRM, Commerce)

Customer Order - Reset status from Released to Planned

Good evening, does any one know if and/or how I can reset the status of a customer order back from Released to Planned? I haven’t found a way how to do so. Any advice is welcome. Thanks in advance! Bart

27798

3 years ago

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Distribution (CRM, Commerce)

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