Distribution (CRM, Commerce)

 The field on Customer Order Lines 'Release for Material Planning' where if unchecked, item is not considered by MRP. Is it possible to automatically check/uncheck this 'Release for material Planning' depending on the Customer Order Header status?Checkbox OFF all lines if customer order header is blocked or planned?Checkbox ON all lines if customer order header is any other status? 

Hi,Is there any place in IFS where I can set up shipment tolerances e.g. customer agrees that we can sent not more / less than 10% from what he ordered?Best regards,Bernadeta

In IFS 7.5 when trying to copy text from some pdf generated, we only get qustionmark or squares insted of the text. Like this: 􀀞􀀅 􀀟􀀠􀀐􀀡􀀐􀀡􀀑When checking the document properties there is embedded fonts Arial and Arial Bold, but with a number before. 1747Ec416Arial and 1748Ec41eArial,Bold.  (Our Suppliers want to copy out order no)Does anybody know it this is possible to fix? BR Stig

When launching CRM panel in outlook we get the following error below. Ideas why this might be happening?   

When it comes to APPS10 , there is no field on the Distribution Order for External Transport Lead Time. Thus what would be the core behavior ? Planned Ship Date and Planned Delivery Date on the Distribution Order to be updated from the External Transport Lead Time on the associated Customer Order?

Below is the customer’s requirement.On the "Shipment" screen, it is possible to print a Delivery Note (and also packing list, Address label ,etc) before the shipment reaches a "Delivered" status (i.e. before the goods are collected from our premises). This is very useful as it allows customer’s dispatch team to generate all required dispatch documentation, and place them in a "Documents Enclosed" pouch attached to the goods prior to collection.On the "Supplier Shipment" screen, it is possible to print a Returns Note only once the shipment is in a Delivered status (i.e. after the goods have been collected from customer’s premises). This means the customer’s dispatch team are unable to generate the required document until after the goods have already left stock making it impossible to place it in a Documents Enclosed Pouch until the collection is actually taking place (and thus causing delay during the actual collection process).Therefore, the cus

Does anyone have a step by step Best practice on how to set up Approval routing in IFS App9?I would like tohave an approval on the Business Opportunity depending on the value of the business. Send the business opportunity to a colleague by email The collague could either approve the BO or reject it When the BO is approved, have a tick box that says “OK” that the collague could tickThank you!

Hi, in order the measure the ROI of a specific marketing campaign, we would like to see if a oppurtinity/lead/customer/ … originates from that specific campaign. You can select the source, but that is a rather general list. Can you also link new customers/leads/.. to a specific Marketing Campagin ID?  

We are in the upgrade process from IFS9 to IFS10 and recent bought the Rental Module. When looking at the sales quotation side it does not appear to have a rental tab for quoting. I am just checking to see if the rental module was actually a part of the sales quotation along with customer orders. 

Hi, I feel silly asking this, but how do you ‘inactivate’ a customer record in IFS Apps 10?  I don’t see any kind of “Status” field on the “Customer” screens and I just got a request from Sales to remove a (former) customer from the system!  Sales no longer wants to see this customer on reports, distribution lists, in mobile or in Aurena...essentially need to lock/hide this record (can’t delete since child records exist). Thanks, Tom Bowe

Hi, Is it possible to create rebate agreements for multiple companies that include sales from all companies in the final settlement percentage? for example, if we create a rebate agreement for companies A,B and C with the following final settlement percentages:100 - 2%500 - 5%1000 - 10% and the companies make the following total sales:A - 120B - 150C - 600 Can all companies connected get the 5% (120+150+600 = 870) rather than company A & B getting 2% and company C getting 5%?  Thanks, Georgina 

Hi, I am having this issue:Charges are existing, but not visible. The right mouse menue is opening and at the bottom I can see the totals.The View and API rigths for CUSTOMER_ORDER_CHARGE are granted, but I have no clue, why the header and line with freight cost is not visible.Thank you for any input.Regards Martina   

When a purchase order is received, cost bucket 110 is added automatically to inventory part unit cost although the unit cost previously contains for cost bucket 130 only.Is there a way to not add cost bucket 110 to unit cost when a purchase order is received?

How to import RDL file on server. please suggest.

Is it possible to have two different GTIN14 numbers - both with Package indicator ‘0’ associated to a ‘Part’?How can this be set up?

Hi community,with several of our customers we have agreed not to invoice freight for example. But our freight department want’s to have revenues to compare to cost.Usually we have one price for the whole customer order, even if having several lines.Now we are looking for a solution to summarize all lines and charges into one amount for the reports Customer order confirmation and invoice.One idea would be in layout / report designer to show only the first line using the total amount.Are there any other ideas how to resolve this?Thank you for your feedback!Regards Martina

Since we are working with linkedIn Sales Navigator, we need to integrate data with IFS CRM Is there any available tool ? Best Regards

Issue: CRM Companion 10 Java errorSteps:+ Use an Android (11) device and login to the app+ Following error can be seen upon clicking on Connect (before the login screen)Exception of type‘Java.Lang.RuntimeException’ was thrown.Note: Issue not visible in Android 10 for the same TAS Did anyone come across such error if so, have you figured out why?

Using payment terms to add amount to invoice for credit card payment. We want to add a 3.5% on some invoices, thinking payment term is the way to go since it is based on the amount of the invoice and we don't want to manually calculate this fee.  We want to add a 3.5% on some invoices, thinking payment term is the way to go since it is based on the amount of the invoice and we don't want to manually calculate this fee. Therefore we have a payment fee for credit card payment that will add 3.5% to the invoice amount and that amount would go to an account for credit card processing revenue.Will this work ? and if so, Is there special setup steps to make this work?  

This question has already been asked, but the answers were for EE.  Can I find a previous version of a Sales Quotation (or indeed revert to an earlier version) in Aurena?Thanks 

When using the B2B portal for customers, I can review all the products available for me. When I jump to the product details, in the Attachments tab I can see the Media items, but Documents is not available. Can a user somehow see the attached documents from Sales Part? There might be important product specifications and warranties that are necessary for the customer. 

Hi all,I’m working with a client in Aurena (Apps 10 UPD 13) who would like the ability to toggle through multiple different Sales UoM on the Customer Order Line. For example, for the same part number/site, they may price the material by various weight UoM such as metric ton, lbs or short tons.   Is there any method this can be achieved via standard functionality in which I am missing?  If not, any alternate suggestions from other customers looking to achieve something similar? Thanks!

I am new to IFS, and want to know what the difference is between the statuses in Shipments please.

Our customer use “Customer Agreement” with a “Deal per Sales Group” discount. When setting up a “Promotion” in the “Campaign” routine (“Buy 3, pay for 2”) the Promotion kicks in, but the customer also get the “Deal per Sales Group” discount.from the “Customer Agreement” which gives the customer double discounts.Any ideas on how to avoid the “Deal per Sales Group” discount.from Agreemnet when setting up a Promotion ? 

Now, we can forward it to another authorizer and he/she can authorize accordingly. Similarly, we can assign a substitute for an authorizer and he/she can authorize accordingly. But when a particular purchase order authorization is forwarded to an authorizer having a substitute attached, the substitute is unable to authorize the forwarded authorization and this should be corrected.Ex: Authorizer A forwards the authorization of Purchase Order 124 to Authorizer B. Authorizer B has substitute authorizer C attached.In this scenario, C cannot authorize Purchase Order 124 even if he is a substitute of B.This behavior should be corrected such that C can authorize the forwarded authorization of the Purchase Order